Profit & Loss (P&L) – Excel Template

Ned Krastev
Ned Krastev

The Profit & Loss statement gives an idea about the profitability of a business. We subtract revenues from different types of costs to obtain Net income (the company’s bottom line result). Net income (also referred to as net profit or loss) gives us an idea of the economic value generated by the firm’s activities. This is one of the fundamental documents used by business owners and management to study profitability and sustainability of a company’s operations.

Very often the Profit & Loss statements of a company for various periods are displayed together in order to be able to compare how financial performance evolved over time.

Some other related topics you might be interested to explore are Balance Sheet, Cash Flow, and 3-Statement Model.

This is an open-access Excel template in XLSX format that will be useful for anyone who wants to work as a Financial Analyst, Business Analyst, Consultant, Corporate Executive, or everyone preparing a corporate presentation.

You can now download the Excel template for free.

Profit and Loss is among the topics included in the Corporate Finance module of the CFA Level 1 Curriculum.