Sheets
6
From instructions to dashboard
Finance Excel template
Download the profit and loss statement template for free. Keep revenue, expenses, gross profit, and net profit in one workbook.
Consultation
If you want to line up revenue, expense, and profit lines with your close process, we can help decide what stays in Excel and what moves to the web. We can also adjust the sheet layout to match your current P&L worksheet.
We can tune the sheet layout to match the close flow.
A free Excel workbook for keeping monthly revenue, expenses, gross profit, operating profit, and net profit in one place. It works well for finance teams that need a clear monthly close view.
Free download
Revenue
Expenses
Net profit
Gross profit
128,000 USD
Before overhead
Operating profit
92,000 USD
Review monthly
Net margin target
12%
Track monthly
Reporting snapshot
Lock the reporting baseline first
Fix the reporting month, company name, revenue lines, and expense assumptions first so the statement stays consistent.
Reporting month
Apr 2026
Company name
North Harbor Trading
Gross profit
128,000 USD
Net profit
92,000 USD
Free download
What the Excel version includes
A free Excel workbook for keeping monthly revenue, expenses, gross profit, operating profit, and net profit together. It works well for finance teams that need a clean monthly close view.
File
finance_profit_and_loss_statement_template_en.xlsx
Sheets
6 sheets
Purpose
Revenue, expense, and profit planning
Keep revenue, cost of sales, operating expenses, and profit on one monthly workbook.
Separate revenue assumptions from expense assumptions so review meetings stay readable.
Track gross profit, operating margin, and net profit month by month.
Start with the reporting month and company name.
How Excel is used
How to run a profit and loss statement in Excel
The workbook works best when assumptions, revenue, expenses, and profit are updated in that order.
Step 1
Lock the reporting month
Lock the reporting month, company name, and scenario factors before changing any statement values.
Step 2
Enter revenue
Enter product, service, and other revenue so the top line stays easy to read.
Step 3
Enter expenses
Record cost of sales, payroll, rent, software, marketing, outsourcing, travel, and other expenses.
Step 4
Review profit
Review gross profit, operating margin, net profit, and status together.