{"product_id":"monthly-pl-excel-dashboard","title":"Monthly P\u0026L Excel Dashboard","description":"\u003cdiv style=\"margin:0 0 24px;padding:24px;background:#F2F2FF;border:1px solid #DFE0ED;border-radius:12px;\"\u003e\n\u003ch2 style=\"margin:0 0 16px;\"\u003eFree Excel download\u003c\/h2\u003e\n\u003cp style=\"margin:0;\"\u003e\u003ca href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0522\/6191\/2762\/files\/Monthly_PL_Dashboard.xlsx?v=1793966512\" download style=\"display:inline-block;background:#6067F2;color:#FFFFFF;padding:14px 22px;border-radius:8px;text-decoration:none;font-weight:700;\"\u003eDownload the free Excel workbook (.xlsx)\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cstrong\u003eReview monthly profit, budget variance and fiscal year-to-date performance in one Excel workbook.\u003c\/strong\u003e The Monthly P\u0026amp;L Excel Dashboard connects your actuals and budget to a visual dashboard and a detailed profit and loss report.\u003c\/p\u003e\n\u003cp\u003eSelect the reporting month directly on the dashboard to update the KPI cards, comparisons and charts. Use it for monthly management reporting, founder reviews and fractional CFO client meetings.\u003c\/p\u003e\n\n\u003ch2\u003eFour KPI cards and four charts\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eRevenue, gross profit, EBITDA and net income:\u003c\/strong\u003e each card shows the selected month's result, its percentage variance against budget and the change from the prior month.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eRevenue vs budget:\u003c\/strong\u003e compare actual revenue trends with the fiscal-year budget.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eEBITDA vs budget:\u003c\/strong\u003e track operating profit against plan.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMonthly cost comparison:\u003c\/strong\u003e compare cost of sales, payroll, marketing, G\u0026amp;A and other operating expenses with budget.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfit margins:\u003c\/strong\u003e follow gross, EBITDA and net margins through the fiscal year.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch2\u003eSix connected working sheets\u003c\/h2\u003e\n\u003ctable\u003e\n\u003cthead\u003e\u003ctr\u003e\n\u003cth\u003eSheet\u003c\/th\u003e\n\u003cth\u003eWhat it does\u003c\/th\u003e\n\u003c\/tr\u003e\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eDashboard\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eChoose the reporting month and review four KPI cards and four native Excel charts. Actual trends end at the selected month; the budget remains visible for the full fiscal year.\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eP\u0026amp;L Report\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eReview selected-month and fiscal YTD actuals, budget, variance amounts and variance percentages. Follow revenue through gross profit, operating expenses, EBITDA, depreciation, interest, tax and net income. Monthly calculations below the report show how totals are built.\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eSettings\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eSet the company name, reporting currency label and fiscal-year start month. Rename the three revenue streams to match your business.\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eActuals\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eEnter one row per month: three revenue streams, three direct-cost categories, payroll, marketing, G\u0026amp;A, other operating costs, depreciation, interest and income tax.\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eBudget\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eEnter the monthly budget in the same structure for consistent comparisons.\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eHow To\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eFollow the setup steps, monthly update process and explanations of variances, margins and missing data.\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\n\u003ch2\u003eMonthly and YTD comparisons\u003c\/h2\u003e\n\u003cp\u003eThe detailed report compares matching periods. Fiscal YTD starts in the month you choose in Settings. Margins use total profit divided by matching total revenue. Margin differences are shown in percentage points; amount variances use actual minus budget. Expenses appear as negative values in the report, so positive expense variances indicate favorable underspending.\u003c\/p\u003e\n\u003cp\u003eMissing or incomplete actuals stay unavailable, and future actuals appear as chart gaps. A real zero remains a valid input. When a comparison base is zero, the corresponding percentage is shown as unavailable.\u003c\/p\u003e\n\n\u003ch2\u003eHow to use it\u003c\/h2\u003e\n\u003col\u003e\n\u003cli\u003eSet your company, currency label and fiscal year in Settings.\u003c\/li\u003e\n\u003cli\u003eReplace the illustrative data in Actuals and Budget. Enter positive amounts for revenue and expenses and use explicit zeros for categories that do not apply.\u003c\/li\u003e\n\u003cli\u003eSelect the reporting month from the yellow dropdown on Dashboard.\u003c\/li\u003e\n\u003cli\u003eReview the selected month's results, prior-month comparisons, budget variances and fiscal YTD performance.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003eEach source table has 120 prepared rows. Keep dates unique and add a month-start date when extending the source calendar. The dashboard's month list follows the configured dates in Actuals.\u003c\/p\u003e\n\n\u003ch2\u003eFile details\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli\u003eOne editable Microsoft Excel workbook (.xlsx), in English.\u003c\/li\u003e\n\u003cli\u003eSix visible working sheets, four KPI cards and four editable native Excel charts.\u003c\/li\u003e\n\u003cli\u003eIllustrative sample data and setup instructions included.\u003c\/li\u003e\n\u003cli\u003eFormula-based calculations and internal worksheet navigation.\u003c\/li\u003e\n\u003cli\u003eTested in Microsoft Excel for Windows. No macros or external workbook links.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eActuals and budget are entered manually. Changing the month recalculates the workbook from those inputs. Currency is a display label, without foreign exchange conversion. All preview figures are illustrative.\u003c\/p\u003e","brand":"FinModelsLab","offers":[{"title":"Default Title","offer_id":68466245239027,"sku":"FML-PL-EXCEL-FREE","price":0.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0522\/6191\/2762\/files\/01-monthly-pl-excel-dashboard-cover.jpg?v=1793965507","url":"https:\/\/financialmodelslab.com\/products\/monthly-pl-excel-dashboard","provider":"Financial Models Lab Templates","version":"1.0","type":"link"}