Profit and Loss Template
A Profit and Loss Statement is another name for the Income Statement, so if you're looking specifically for a Profit and Loss Statement template, just download our income statement and change the title. The Profit and Loss Template below is for creating a 3-year projection, or an estimate of how you expect your business to perform from year-to-year. It is based on our Business Budget Template, with all the same income and business expense categories.
If you are looking for a 12-month profit and loss template, take a look at the 12-Month Business Budget Template. All you would need to do is change the title to "12-Month Profit and Loss Projection".
Profit and Loss Projection Template
for Excel & OpenOffice
Microsoft Excel® 2002(XP) or Later, or OpenOffice
License
Company Use
(not for distribution or resale)
Questions / Support
Contact Us >
Get OpenOffice Version
Google Docs Version
The Profit and Loss Projection Template helps you create a 3-year projection of income and expenses for your business. It uses the same list of categories as the business budget, but also includes columns for calculating the Percentage of Total Sales, which helps you to analyze cost of goods sold and operating expenses.
This workbook contains two profit and loss templates designed for companies providing services or selling goods. The main difference is that the Goods worksheet includes a Cost of Goods Sold section for recording inventory and purchases and calculating Gross Profit.
"No Installation, No Macros - Just a simple spreadsheet - An original creation by Dr. Jon Wittwer of Vertex42.com"
Using the Profit and Loss Template
The difference between a business budget and a profit and loss projection is subtle, but important. After creating a profit and loss projection, you could simply change the title of your spreadsheet to "Budget". However, if you are like me, your budget will be much more conservative than your projection. A projection should be as realistic as possible.
The profit and loss template includes the same set of categories as the business budget, and information about income categories and expense categories can be found on the Income Statement and Business Budget pages.
Make a Budget