Premium Template

Consolidated Period Over Period Profit and Loss Template

Effortless PnL Consolidation and Custom Reporting

>
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form. Please try again!

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.

Compatible with

Excel

Google Sheets

Integrations

QuickBooks

Live data

LiveFlow

LIVEFLOW ON AIR
Live Icon

Learn how to set up this template in the video below

Arrow down

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.

Want some help getting the template up and running?

Book a demo

Related Templates

Get started in 3 simple steps

Google Sheets Logo

1. Import the template

1. Request access

Insert your email address above to gain access.

Book a demo of the template below to see the magic

See the template in a demoSee the template in a demo
LiveFlow Logo Icon

2. Connect LiveFlow

Connect to LiveFlow, so you can import live data to your model.

Connect to LiveFlow
Google Sheets Icon

3. Customize it

Customize the template into anything you like.

See how

Give the template superpower with live data from LiveFlow

Join hundreds of accountants and finance teams automating their workflows with LiveFlow and saving hours of work every week

Frequently Asked Questions
How do I get access to this template?
FAQ ICON
Are these spreadsheet templates compatible with both Sheets and Excel?
FAQ ICON
How can I sync my QuickBooks Online data to this spreadsheet template?
FAQ ICON
Are there any resources available to learn how to use these templates effectively?
FAQ ICON
Frequently Asked Questions
How can I gain access to a premium template?
FAQ ICON
Who built this template?
FAQ ICON
How long can I access premium templates for?
FAQ ICON
Can I get help if I need it?
FAQ ICON