Monthly Profit & Loss Planner

For small businesses selling products through shops, markets or online. Enter your own cost-of-goods and expense figures; makers need a separate method to establish finished-product costs before entering them here.

Understand why more sales may not mean more profit. Compare a monthly budget with actual revenue, inventory-based cost of goods sold and operating expenses in one Excel sheet. See gross profit, operating profit and net profit or loss, with clear actual-minus-budget variances. Includes rows for payroll, rent, fees, marketing and other operating costs, plus notes that explain what belongs where. Save a fresh copy each month and enter consistent figures from your records. A management planning worksheet, not accounting software, a cash-flow statement or a tax return. Excel software not included. Sold separately from both bundles.