Premium Template

Consolidated Period Over Period Profit and Loss Template

Effortless PnL Consolidation and Custom Reporting

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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.

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Template description

This premium template by LifeFlow revolutionizes the way you consolidate and present Profit and Loss (PNL) statements. Designed for ease and flexibility, it enables you to merge financial data from multiple entities into a single, coherent report. By simply swapping the consolidation group, you can tailor the dashboard to display monthly or year-to-date summaries by entity. With options for accrual and cash adjustments, and the ability to customize charts and financial ratios, this template offers a dynamic solution for creating professional, comprehensive financial summaries.

Key features

  • Flexible Consolidation: Easily consolidate PNLs from multiple entities, adjusting for accrual or cash as needed.
  • Customizable Dashboard: Select data by month or year to date, and personalize charts and financial ratios for tailored insights.
  • Enhanced Reporting: Present a consolidated financial overview with options to customize and swap charts and ratios for specific industry needs.

Who can this template help?

Ideal for accountants, financial analysts, and business managers who need to consolidate financial reports from multiple entities, offering them a powerful tool for detailed analysis and presentation to clients.

Use cases

This premium template by LifeFlow simplifies the consolidation of Profit and Loss (PNL) statements across multiple entities, providing a streamlined way to create comprehensive financial summaries. Users can easily swap between entities and choose to view data on a monthly or year-to-date basis. The template offers customizable options for charts and financial ratios, making it possible to tailor financial reports to specific needs. With the ability to adjust for accrual and cash and the flexibility to include multiple companies in one report, this tool is a powerful ally for detailed financial analysis and presentation.

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