This P&L spreadsheet is designed for use at presentations where you are explaining your
financial results to the Boad Of Directors, Investors or Senior Management. There
are 4 spreadsheets, one for 3 Month reporting period, one for 6 Month, one for 9 Month
and one for a 12 Month reporting period. All four have the same basic format.
Software Notes: 1) Input your financial data into the blue highlighted cells. The black highlighted cells are
calculated cells. We have protected these cells so you cannot inadvertently change
a formula. If you do which to change a formula or cell format in order to customize
this spreadsheet to your business, simply click off the cell protection feature of your
EXCEL software. Once saved, any changes you make to the program will be final.
2) This P&L spreadsheet has four main columns. In the first column, enter the actual
financial results for the financial period you are reporting. In the second column, enter
the plan or budget numbers that you committed to for that period. Column 3 will
automatically calculate the variance. In column 4, you can input your explanation for
the variance of each line item.