Finance template
Profit and loss statement
A quarterly income statement from revenue down to net income, with gross, operating and net margins. A chart compares revenue and profit each quarter.
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What's inside
Everything is a normal workbook once you open it: change the numbers, rename the sheets and make it yours.
1 sheet
- P&L
96 formulasTotals, lookups and checks are already worked out, so the sheet updates as you type. 196 filled cells in all.
Built in
- Charts
- Conditional formatting
- Named ranges
- Frozen headers
- 1 chart
- 1 conditional format rule
A look at the P&L sheet
The top left of the first sheet, calculated by SheetsBat. Open the template to see all of it.
| A | B | C | D | E | F | G | H | |
|---|---|---|---|---|---|---|---|---|
| 1 | Profit and loss statement | |||||||
| 2 | Fiscal year 2026. Enter amounts in the yellow cells; subtotals and margins are calculated. | |||||||
| 3 | ||||||||
| 4 | REVENUE | GROSS MARGIN | OPERATING MARGIN | NET INCOME | BEST QUARTER | |||
| 5 | $2,486,400 | 64.6% | 19.3% | $366,284 | Q4 2026 | |||
| 6 | ||||||||
| 7 | ||||||||
| 8 | Line item | Q1 2026 | Q2 2026 | Q3 2026 | Q4 2026 | Full year | % of revenue | |
| 9 | Revenue | |||||||
| 10 | Product sales | $ 412,000 | $ 438,500 | $ 455,200 | $ 521,800 | $ 1,827,500 | 73.5% | |
| 11 | Services | $ 86,000 | $ 91,500 | $ 88,400 | $ 102,300 | $ 368,200 | 14.8% | |
| 12 | Subscriptions | $ 64,200 | $ 69,800 | $ 75,100 | $ 81,600 | $ 290,700 | 11.7% | |
- p&l
- income statement
- accounting
- margins
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