Publication number: ELQ-47074-1
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Profit & Loss Statement
Dashboard and Monthly Analysis of the Profit & Loss Statement
Profit & Loss statement with two Excel sheets:
- dashboard: it includes a bridge chart where you can analyze the contribution of each accout to the net income and where you can compare two completely customizable periods (actual vs planned data, different periodos of the same year, different years etc.). It also incldues the variation of the two periods.
- monthly analysis: pivot table where we analyse by month two customizable perios (actual vs planned data, different periodos of the same year, different years etc.). It also incldues the variation of the two periods. You can filter the table to show just the month of one or more quarters.
This template allows you to include also a plan / budget (or forecast) of the P&L. In both the dashboard and the pivot table you can decide whether to compare the reference period (P1) to the plan or to another calendar period (P2).
Here you have the instructions to use the template:
1- Insert the real or actual data in the sheet "Data" using the proposed format. The lines in "bold" are calculated, so no need to to it manually. If you don't have some of the information just put "0". You can change the column titles of the year-month, but not the rest. If you need to add more months, just add more column to the table (be sure to include them in the table format so to be included in the data - you enlarge the table by clicking the bottom-right corner and drag it).
2. Insert the data of the plan or budget in the sheet "Plan". The same rules of the previous step are valid here.
3- Go to the main Excel menu, click "Data" and "Refresh All"
4- Customize the filters you have in the two sheets to compare the desired periods of time.
This Best Practice includes
1 Excel template
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