Profit and loss statement templates
Build profit and loss reports with customizable templates, built-in formulas, and Copilot in Microsoft Excel.
Explore customizable free profit and loss templates
Use editable templates for small business and yearly profit and loss reporting. Built-in formulas track revenue, expenses, and net profit, while customizable themes can help create branded reports that are easy to print and share online.
How to customize profit and loss templates in Microsoft Excel
Select a profit and loss template in Excel for the web that fits any financial management goal.
Replace placeholder numbers and labels with revenue, expenses, and dates.
Ask Copilot in Excel to suggest formulas and explain spreadsheet calculations in the chat or build forecasts.
Save, print, or share the spreadsheet as a PDF or a secure link.
Build forecasts with formulas and Copilot
Stay in control of finances and turn numbers into clear plans for any business or agency using pre-formatted templates and AI assistance from Copilot in Excel. Calculate gross profit, yearly growth, and profit margins with editable templates or chat with AI to build forecasts for easy budgeting or preparing balance sheets.
Collaborate and share in real-time
Work on the same spreadsheet in Excel for the web, ideal for enterprise teams and startups managing business spreadsheets. Use the share button to invite collaborators to view or edit, and use comments and @mentions to request edits and stay aligned. Create a shareable profit and loss statement link or export as a PDF to share via email.
