Profit and Loss Reporting Dashboard

Management accounts arrive late and read like a tax return.

What it shows you

• Revenue, gross margin and operating profit by month
• Actual against budget and prior year, side by side
• Cost breakdown by category with trend
• Margin bridge explaining movement between periods
• Rolling 12-month view to strip out seasonality

Who it is for

Finance managers producing board packs.

How it works

Paste your own data into the clearly marked data sheet. Every chart, table and calculation updates automatically. Written setup instructions are included.

Format

Microsoft Excel (.xlsx), Power BI (.pbix)

Coming soon. This dashboard is in build. Use the enquiry button to register interest or ask about a bespoke version.