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The title slide and first slides of the Profit and Loss Statement template

Profit and Loss Statement

Spreadsheet template for Google Sheets and Excel

Make a copy in Google Sheets
Price
Free
Slides
4
Difficulty
Beginner
Updated
November 6, 2026

Every slide (4)

Overview

A profit and loss statement shows whether a business makes money over a period. This template has a Transactions tab for every sale, cost and expense, a Monthly tab that totals each month into gross profit and net profit, and a Dashboard with the year's totals, margins and charts by P&L line.

It comes with sample data for a small shop. Make a copy and replace the sample rows. The formulas, dropdowns and charts update on their own.

Useful for

  • Checking monthly profit for a small shop or café
  • Preparing figures for an accountant at year end
  • Seeing which product lines and costs drive the margin

What's included

  • 4 tabs: Dashboard, Transactions, Monthly, How to use
  • Dashboard: a dashboard with 4 summary figures
  • Transactions: a table
  • Monthly: a table
  • 2 charts that update as you type
  • Formulas, dropdowns and colour rules already set up
  • Sample rows that show how to fill it in

How to use it

  1. 1

    Click Make a copy in Google Sheets, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Start on the Transactions tab: replace the sample rows with your own.

  3. 3

    Keep the formula columns as they are; they fill in as you type.

  4. 4

    Read the How to use tab for tips. For Excel, download the .xlsx file instead.

What you need

Requirements

  • A Google account, or Microsoft Excel for the download

Works with

  • Google Sheets
  • Microsoft Excel (download the .xlsx)

Questions

Is this Profit and Loss Statement template free?

Yes. Download the template and use it at no cost for your own business records.

Does it work in Excel?

Yes. Download the .xlsx file and open it in Excel. The formulas, dropdowns and charts work there too.

How do I see profit for one month?

Open the Monthly tab. Each row adds up the Transactions for that month into revenue, cost of sales, expenses and net profit.

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