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QuickBooks Trailing 12 Months P&L Consolidation Template for Google Sheets & Excel

Get a live overview of Consolidated Twelve Months Trailing P&L Dashboard, that updates while you sleep.

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Template description

This template offers a rolling 12-month view of profit and loss data, ideal for businesses seeking to analyze performance trends and make informed financial decisions. Compatible with Google Sheets and Excel, it supports dynamic financial analysis. Integration with LiveFlow enables the template to continuously refresh with the latest P&L data from QuickBooks Online, ensuring accurate and current financial insights.

Key features

  • Provides a rolling 12-month view of profit and loss data, supporting continuous financial analysis.
  • Facilitates trend identification and performance benchmarking with consolidated P&L insights.
  • Enhances strategic planning and financial forecasting with up-to-date financial data.

Who can this template help?

CFOs and finance teams in businesses seeking continuous financial performance monitoring

Use cases

Provides a rolling 12-month view of profit and loss data, supporting ongoing financial analysis and strategic adjustments to maintain or improve business performance.

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Get started in 3 simple steps

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1. Import the template

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2. Connect LiveFlow

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

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3. Customize it

Customize the template into anything you like.

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