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Premium Template

Profit and Loss Visual Dashboard

Name: LiveFlow
Brand: LiveFlow
Rating: 5.0 (250 reviews)

Transform Data into Decisions: Tailored Profit and Loss Insights.

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Compatible with

Excel

Google Sheets

Integrations

QuickBooks

Xero

Live Data

LiveFlow

What are premium templates?

Premium Templates are advanced solutions for complex financial reporting tasks. Unlock a template for a one-time fee, which includes unlimited access and full support for template implementation. Book a demo above to learn more.

Template Description

This premium template offers an in-depth snapshot of a company's profit and loss (PNL) for any given period. It's designed to display crucial financial metrics at the top, including total income, net income, and expenses, all of which are fully customizable. Users can adjust charts to compare different financial aspects, input conclusions for client presentations, and dive into specific categories like revenue or expenses breakdowns. The template includes a KPI monitor for tracking key metrics and comparing them across periods, with the capability to adjust components for a detailed analysis.

Who can this template help?

Ideal for financial analysts, accountants, business managers, and anyone needing to present detailed profit and loss reports, offering a versatile tool for in-depth financial analysis and decision-making.

Key features

Customizable Financial Overview: Modify charts and metrics to highlight total income, net income, expenses, and more.
Detailed Category Breakouts: Dive into specifics with customizable pie charts for revenue, expenses, and key contributors.
Dynamic KPI Monitoring: Track and compare essential KPIs across different times, directly feeding data from QuickBooks for accuracy.

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Use cases

This dashboard transforms complex financial data into a concise, customizable report, enabling users to quickly assess a company's profit and loss over any period. By allowing adjustments to charts, metrics, and KPIs, it facilitates a comprehensive financial analysis tailored to specific needs. Whether comparing revenue streams, analyzing expense breakdowns, or monitoring KPIs, this template streamlines the presentation of financial health in a readily accessible PDF, making it an invaluable resource for in-depth analysis and strategic planning.

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1. Request access

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2. Connect LiveFlow

Connect to LiveFlow to import live data to your model.

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3. Customize it

Customize the template into anything you like.

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Frequently Asked Questions

How do I get access to this template?

Simply click or tap the "Get the template now" button at the top of this page and fill out the form to gain access to this spreadsheet template.

Are these spreadsheet templates compatible with both Sheets and Excel?

These templates are compatible with both Google Sheets and Microsoft Excel. No specific version of Excel is required, but using a recent version is generally recommended for the best experience and full feature support.

How can I sync my QuickBooks Online data to this spreadsheet template?

By default, you will need to export your QuickBooks Online data into this spreadsheet template manually.

However, if you would like to sync your QuickBooks Online data to this spreadsheet and create a live, impactful dashboard that you can share with clients or stakeholders in just minutes, schedule a walkthrough of the LiveFlow platform with a member of our team. We can help you breeze through your reporting in record time.

Are there any resources available to learn how to use these templates effectively?

LiveFlow has a comprehensive set of Google Sheets, Microsoft Excel, and QuickBooks Online articles that can help you upgrade your spreadsheet skills.

If you want to go the extra mile, we have a free certificate course called LiveFlow Academy aimed at improving your spreadsheet skills from basic to advanced.

Frequently Asked Questions

How can I gain access to a premium template?

Premium templates are available at a one-time fee. Choose a premium template and book a demo to learn more.

Who built this template?

The template is created by LiveFlow - LiveFlow is a software platform that helps businesses to automate financial workflows and manage their finances with ease.

How long can I access premium templates for?

You will gain unlimited access to a premium template without any time restrictions.

Can I get help if I need it?

Yes! You can book a call with us for implementation support or email us if you need help.

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