Digital product

Simple Monthly P&L

Twelve months of revenue, cost and profit in the shape a small business owner can actually act on, with the two things a bookkeeping export never gives you: the revenue you need each month to break even, and which single line moved when the profit did.

xlsx· v2.0· 107.4 KB

What you’ll get

  • Enter revenue and costs month by month on Monthly.
  • Gross margin and net profit compute themselves, with the running year to date.
  • Break-even shows the revenue each month had to reach, and whether it did.
  • What moved names the line responsible when profit changed, rather than leaving you to guess.
  • 12 tabs, including a live dashboard, a diagnostics read-out and benchmarks
  • Excel workbook with every formula visible and unlocked inputs, so you can change anything
  • Worked examples built in: five filled scenarios you can switch between and edit
  • Yours to keep. Works offline, no subscription, no account needed to open it

Preview

Preview 1