A free P&L tracker.
See the standard before you buy.
A professional, formatted Profit & Loss tracker built to the same standard as all Decision Kits templates — colour-coded inputs, auto-calculated metrics, and a year-over-year dashboard. Free, forever.
How it works
Click the button
Go to the product page and click "Add to cart". The price is $0 — no payment details needed.
Check out with your email
Complete the free checkout with your email address. Tick the newsletter box to get guides and insights from Decision Kits.
Download and open in Excel
You'll receive a download link immediately by email. Open the file, replace the blue input cells with your numbers — everything updates automatically.
Same colour system as the paid templates
Learn it once — it works the same way across all 50 Decision Kits templates.
🔵 Blue — Input
Your data. Enter Revenue, COGS, and Operating Expenses here. These are the only cells you edit.
🟡 Yellow — Calculated
Do not edit. Gross Profit, Gross Margin %, Net Profit, MoM and YoY growth all calculate automatically.
🟢 Green — Output
Your results. The dashboard KPI tiles and summary rows show your performance at a glance.
What it looks like
This is the actual template — not a mock-up. What you download is exactly what you see here.
Inputs tab — 3 inputs per month
Enter Revenue, COGS, and Operating Expenses in the blue cells. Gross Profit, Gross Margin %, Net Profit, and MoM/YoY growth all calculate in the yellow columns automatically. 24 months of data across 2024 and 2025.
Dashboard tab — KPI tiles + YoY summary
8 KPI tiles showing 2024 vs 2025 Revenue, Net Profit, YoY growth, and Avg Gross Margin %. Below: a full year-over-year comparison table and a monthly trend table for 2025 with MoM and YoY columns.
What's inside
- 3 sheets — Inputs, Dashboard, How to Use
- 24 months of data — Jan 2024 through Dec 2025, pre-loaded with sample data
- 3 inputs per month — Revenue, COGS, Operating Expenses. Everything else calculates.
- 8 KPI tiles — 2024 vs 2025 Revenue, Net Profit, YoY growth, Avg Gross Margin %, Best Revenue Month
- Year-over-year comparison — Revenue, COGS, Gross Profit, Margin %, Net Profit side by side
- Monthly trend table — full 2025 with MoM and YoY growth columns
- P&L Takeaway — plain-English summary of your key numbers at the bottom of the dashboard
- Works in Excel & Google Sheets — .xlsx format, no plugins needed
This is a starter template.
- 3 inputs only — no multi-line P&L breakdown
- No colour-coded status flags or alert logic
- No multi-scenario modelling or cash flow forecasting
- No README or Why This Tool Matters guide
The paid Financial suite has 10 templates that go much further — scenario planning, runway modelling, pricing simulators, unit economics, and more. Each with 8+ KPI tiles and 3 documents.
See the Financial suite →Ready to download?
Free. Instant. No credit card. And if you like what you see — 50 more templates are waiting.
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