Premium Template

Profit and Loss Visual Dashboard

Transform Data into Decisions: Tailored Profit and Loss Insights.

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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


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Live data


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Template description

This premium template offers an in-depth snapshot of a company's profit and loss (PNL) for any given period. It's designed to display crucial financial metrics at the top, including total income, net income, and expenses, all of which are fully customizable. Users can adjust charts to compare different financial aspects, input conclusions for client presentations, and dive into specific categories like revenue or expenses breakdowns. The template includes a KPI monitor for tracking key metrics and comparing them across periods, with the capability to adjust components for a detailed analysis.

Key features

  • Customizable Financial Overview: Modify charts and metrics to highlight total income, net income, expenses, and more.
  • Detailed Category Breakouts: Dive into specifics with customizable pie charts for revenue, expenses, and key contributors.
  • Dynamic KPI Monitoring: Track and compare essential KPIs across different times, directly feeding data from QuickBooks for accuracy.

Who can this template help?

Ideal for financial analysts, accountants, business managers, and anyone needing to present detailed profit and loss reports, offering a versatile tool for in-depth financial analysis and decision-making.

Use cases

This dashboard transforms complex financial data into a concise, customizable report, enabling users to quickly assess a company's profit and loss over any period. By allowing adjustments to charts, metrics, and KPIs, it facilitates a comprehensive financial analysis tailored to specific needs. Whether comparing revenue streams, analyzing expense breakdowns, or monitoring KPIs, this template streamlines the presentation of financial health in a readily accessible PDF, making it an invaluable resource for in-depth analysis and strategic planning.

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2. Connect LiveFlow

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3. Customize it

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Frequently Asked Questions
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