Income Statement Excel Template

49

This ready to use Income Statement template with Horizontal, Vertical and Ratios Analysis allows you to monitor your financial situation by providing a detailed overview of your Revenues, Expenses, Gross Profit, EBITDA, Net Profit/Loss, Net Income and financial KPIS, month over month and year over year.

Category:

This ready to use Income Statement template with Horizontal, Vertical and Ratios Analysis allows you to monitor your financial situation by providing a detailed overview of your Revenues, Expenses, Gross Profit, EBITDA, Net Profit/Loss, Net Income and financial KPIS, month over month and year over year.

The template includes Monthly Income Statement and Annual Income Statement (5 last years) where you can monitor:

  • Total Operating Income and details by Income source, Cost of Goods Sold, Gross Profit, Total Operating Expenses and details by Expense source, Operating Profit/Loss (EBITDA), Non-Operating Income/Expenses, Net Profit/Loss, Income Taxes and Net Income
  • Financial Performance Ratios: Gross Margin, Profit Margin and Net Profit Margin
  • Financial Horizontal Analysis: percentage of change of each item across 12 months and across the last 5 years and Trend charts
  • Financial Vertical Analysis: each item is shown as a percentage of sales
  • Waterfall visualization of the Income Statement
  • Profitability from operations for the 5 past fiscal years
  • Productivity Financial KPIs for the 5 past fiscal years
  • Costs Breakdown: Operating Expenses vs Cost of Goods Sold
  • Dynamic Fiscal Year: you can set your fiscal year to start on any month, January, April, July, etc
  • Dynamic Display Units: you can show your data in thousands or millions

Using this tool is very simple, you just need to enter regularly or import your:

  • Operating and Non-Operating Incomes
  • Cost of Goods Sold
  • Operating and Non-Operating Expenses
  • Income Taxes

Video:

How to Use:

  • Ready-to-use template, just enter or import your data.
  • Dashboard ready to be printed.
  • Instructions on the Excel sheet “User Guide”.
  • Allow Macros to run (enable content when opening file).
  • Works on PC with Windows.
  • Requires Microsoft Excel version 2010 or higher

Customizable template:

Colors, fonts, and all style attributes can be changed to suit your needs. If you want to make changes on your own, just enter the password included with the file to unlock the template.

Included in the download:

  • A template with sample data
  • An empty template, ready to receive your data.

Download link:

  • Downloads are available from your account once your payment is confirmed.

Warning:

We have put a lot of effort into providing you with a quality work tool at a reasonable price. We kindly ask you to respect the copyright so that we can continue to exist, develop and improve our services. Thank you.

Once purchased, it is prohibited to resell, redistribute, sublicense, assign or transfer this file to anyone in any form. Please read our terms and conditions before purchasing this product.


Software

Microsoft Excel

About the author

Nisrine LAHRECHE
Consultante Formatrice Microsoft Excel, Power BI, Analyse des données