Premium Template

QuickBooks P&L and Board Summary Template for Google Sheets & Excel

Get a live overview of Board Summary along with a high-level overview of a company's operations and financial status.

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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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Learn how to set up this template in the video below

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Template description

Crafted for executive reporting, this template combines detailed profit and loss analysis with a concise board summary, providing a comprehensive financial overview for decision-makers. Compatible with Google Sheets and Excel, it facilitates effective communication of financial performance. The use of LiveFlow for integration can automate the process of data collection from QuickBooks Online, delivering a streamlined and up-to-date report for board meetings.

Key features

  • Combines detailed P&L analysis with executive summaries for board presentations.
  • Enhances communication with stakeholders through clear financial reporting.
  • Supports strategic decision-making with comprehensive financial insights.

Who can this template help?

Finance leaders needing to present financial performance to boards or stakeholders

Use cases

Combines detailed P&L analysis with executive summaries, enhancing the communication of financial results and strategic recommendations during board meetings.

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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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