Premium Template

Forecasting P&L Analysis Template for Google Sheets & Excel

Create a live Forecasting P&L Dashboard, that updates while you sleep.

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QuickBooks Forecasting P&L Analysis Template for Google Sheets & Excel

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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.

Compatible with


Google Sheets



Live data


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Learn how to set up this template in the video below

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Template description

Track balance sheet growth on a monthly basis with this template, designed to provide insights into financial health and asset management effectiveness. Compatible with both Google Sheets and Excel, it caters to a wide user base. Standalone usage provides solid functionality, but integration with LiveFlow allows for dynamic updates from QuickBooks Online, ensuring ongoing accuracy in financial tracking.

Key features

  • Enables accurate profit and loss forecasting, aiding in financial planning and performance prediction
  • Supports dynamic financial strategy adjustments with detailed variance analysis
  • Enhances financial visibility and decision-making with comprehensive forecasting tools

Who can this template help?

Fractional CFOs and finance departments in startups and SMBs

Use cases

Supports detailed profit and loss forecasting, enabling businesses to anticipate financial trends and make informed strategic decisions.

Want some help getting the template up and running?

Book a demo

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Get started in 3 simple steps

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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

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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.

See how

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Frequently Asked Questions
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