Excel Profit & Loss Dashboard - P&L Statement Template

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Excel Profit & Loss Dashboard - P&L Statement Template

A profit and loss statement template shows a company's income versus expenses over a period. P&L statements can compare business performance over a month, a quarter, or a year. Learn how to create a profit and loss spreadsheet in Excel using sparklines and a rotated waterfall chart. Discover our free P&L report template.

Let us see how the Excel Profit & Loss dashboard works! We are using our framework, which can handle a financial year. You can use a drop-down list on the main dashboard sheet to select the month you want to analyze. We love the Profit and Loss Chart in Excel!

Chapters:
0:00 - Intro
0:14 - Dashboard structure
0:22 - How to create a Profit and Loss Dashboard in Excel
0:26 - Prepare data
0:29 - Calculate the variance
0:39 - Create a waterfall chart
0:54 - Use sparklines
1:10 - Insert a drop-down list
1:24 - Use Conditional Formatting
1:45 - Learn more...

#msexcel #excel #exceltips #exceltutorial #profitandloss #exceldashboard
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I made this template and could you please guide me how to add for branch wise?

muhammadarsalanyasir
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this is fantastic. Can u pls advise what changes will be required if I want to add comparison with the budget in the waterfall chart? Appreciate if you could update the spreadsheet and reload. Many thanks!

broodled
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Hey!! I can't download the dashboard. can you help please?

injamamul_huq
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Hi, I can't download this file that I think is very good, can you help me please?

NicolasAlonsoMenaLizarra-zeqb