Premium Template

Profit and Loss Visual Dashboard

Profit and Loss Visual Dashboard

Transform Data into Decisions: Tailored Profit and Loss Insights.

Transform Data into Decisions: Tailored Profit and Loss Insights.

Compatible with

Integrations

Live Data

Template Description

This premium template offers an in-depth snapshot of a company's profit and loss (PNL) for any given period. It's designed to display crucial financial metrics at the top, including total income, net income, and expenses, all of which are fully customizable. Users can adjust charts to compare different financial aspects, input conclusions for client presentations, and dive into specific categories like revenue or expenses breakdowns. The template includes a KPI monitor for tracking key metrics and comparing them across periods, with the capability to adjust components for a detailed analysis.

Who can this template help?

Ideal for financial analysts, accountants, business managers, and anyone needing to present detailed profit and loss reports, offering a versatile tool for in-depth financial analysis and decision-making.

Use cases

This dashboard transforms complex financial data into a concise, customizable report, enabling users to quickly assess a company's profit and loss over any period. By allowing adjustments to charts, metrics, and KPIs, it facilitates a comprehensive financial analysis tailored to specific needs. Whether comparing revenue streams, analyzing expense breakdowns, or monitoring KPIs, this template streamlines the presentation of financial health in a readily accessible PDF, making it an invaluable resource for in-depth analysis and strategic planning.

Get Started in 3 Simple Steps

01

Request Access

Book a demo to unlock your Consolidation Benchmarking Template.

02

Connect LiveFlow

Sync your QuickBooks, Xero, or ERP data directly into Excel or Google Sheets.

03

Customize It

Adjust the template to your exact reporting needs without breaking formulas.

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

Create a free website with Framer, the website builder loved by startups, designers and agencies.