Retail Monthly P&L Spreadsheet
Automatic profit & loss statement for each month + annual total
Stop building P&L statements from scratch every month. This Excel/Google Sheets template gives you a complete monthly profit and loss system: daily sales entry, categorized expense tracking, automatic COGS calculation from opening + purchases - closing inventory, and a visual dashboard with revenue vs net profit trends, expense breakdown pie chart, and revenue by category.
What's inside
- Automatic monthly P&L statement
- KPI dashboard (Revenue, Gross Profit, Net Profit, Margins)
- Revenue vs Net Profit trend chart
- Expense breakdown pie chart
- Revenue by category chart
- Drop-down lists for categories and payment methods
- Conditional formatting for quick visibility
- Print-ready monthly reports
- Works in Excel and Google Sheets
Sheets included
Setup
Monthly Inputs
Daily Sales Entry
Expense Entry
Monthly P&L Statement
Dashboard
Lists
Best for
- Convenience stores
- Gas stations
- Small retail shops
- Restaurants & cafes
- Liquor stores
Free
Email required • Instant download
Lead capture
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Excel + Google Sheets compatible
Instant download — no waiting
Free updates for life
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