Workbook-based dashboard · sample data, not client results
Profit & Loss Dashboard
Interactive preview built from the actual Transactions sheet in the Profit & Loss workbook. The workbook marks these records as sample data. Values are shown in dollars ($) as labelled in the source; the currency jurisdiction is unspecified.
Revenue
Expenses
Net profit
Profit margin
Monthly revenue & expenses
RevenueExpenses
Transactions
| Date | Type | Category | Description | Amount |
|---|
Method & source
Revenue is the sum of Income records. Expenses are the sum of Expense records. Net profit is revenue minus expenses; profit margin is net profit divided by revenue.
Source: Profit_and_Loss_Dashboard_Gumroad.xlsx — Transactions sheet. All-month totals reconcile to the source Dashboard: revenue $46,500; expenses $7,470; net profit $39,030.