Pivottable P&L

This template organizes profit and loss data using PivotTables, facilitating dynamic analysis and visualization for financial performance assessment and decision-making.

Compatible with Excel

Make changes directly in the Profit & Loss tab
Click Data > Refresh All to refresh the pivot table
Navigate to P&L PivotTable tab
Extend Dates in timeline slicer
Expand rows in pivot table to see account details
Select accounts from slicer to hide / show accounts
Double click values on the PivotTable to generate a new table

Instructions

How does it work?

Download the template from the Microsoft App store, and get access to 80+ excel templates, infographics, power point files.
What type of templates are included?

Accounting templates, FP&A templates, Dashboards, and Templates to learn excel
How long will I have access for?

You will have access for an entire year
What is the price?

$50 / month, paid annually.
What technical requirements do I need?

You will need a license to Microsoft Excel
Will I be notified of new templates added

Yes! We will continue adding new templates, which will sync directly to the plugin that you will have access to.
Do you have a google sheets integration?

Not yet, but it's on the roadmap!
Can I connect my data to these templates?

Not yet, but we will be releasing a premium version of our plugin soon where you will be able to!