
Annual Report
Docs + Word6 pages
Free
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.
Click Make a copy in Google Sheets, then confirm on the Google page. The copy is saved to your own Google Drive.
Start on the Transactions tab: replace the sample rows with your own.
Keep the formula columns as they are; they fill in as you type.
Read the How to use tab for tips. For Excel, download the .xlsx file instead.
Yes. Download the template and use it at no cost for your own business records.
Yes. Download the .xlsx file and open it in Excel. The formulas, dropdowns and charts work there too.
Open the Monthly tab. Each row adds up the Transactions for that month into revenue, cost of sales, expenses and net profit.

Docs + Word6 pages
Free
Excel
Free
Sheets + Excel4 slides
FreeSheets + Excel5 slides
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Sheets + Excel4 slides
Free