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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
  1. Make changes directly in the Profit & Loss tab

  2. Click Data > Refresh All to refresh the pivot table

  3. Navigate to P&L PivotTable tab

  4. Extend Dates in timeline slicer

  5. Expand rows in pivot table to see account details

  6. Select accounts from slicer to hide / show accounts

  7. Double click values on the PivotTable to generate a new table


  • 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!
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