Profit & Loss Power BI Dashboard
See revenue, costs and profit on one Power BI page, without building the P&L report yourself.
Built for business owners, finance teams and accountants who want a monthly P&L view. Add your sales and expenses to the Excel data file, point the report to it and click Refresh. Gross and operating profit are calculated after COGS and five expense lines, then split by region, product category, sales channel and customer type. Fully editable. One-time purchase, no subscription required.
Dashboard Features
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Revenue, Operating Profit & Margins: Six headline numbers, including gross margin, operating margin, average order value and units sold
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Revenue & Gross Profit by Month: See which months earn the most and how much of it you keep
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Expense Breakdown: Marketing, employee, rent, logistics and other costs side by side
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Profit by Region, Category, Channel & Customer Type: Find where your profit comes from, filtered by year and quarter
Specifications
Get all essential details in one place. From features and package contents to software compatibility and skill level required, this section gives you a clear overview so you know exactly what to expect before download.
Template Features
- KPI Cards: Total Revenue, Operating Profit, Gross Profit Margin %, Average Order Value, Total Units Sold, Operating Margin %
- Charts: Revenue and gross profit by month and by region, profit by product category and sales channel, revenue by customer type, expense breakdown
- Filters: Year, Quarter
- Calculations: 50 DAX measures, including YTD, QTD, prior year and growth % measures you can add to the page
- Data: One Excel sheet of transactions with a date table
Package Details
- Profit & Loss Power BI Dashboard (.pbix)
- Sample Data File (.xlsx)
Software Compatibility
- Power BI Desktop, recent version (free download from Microsoft, Windows only)
Skill Level Required
- Beginner
Frequently Asked Questions
Is this template compatible with Google Sheets?
No, our templates are built specifically for Microsoft Excel. Because they utilize advanced Excel features like Pivot Tables and complex formatting, they will not function correctly if imported into Google Sheets.
Do I get lifetime updates?
Templates are one-time downloads and do not include future feature upgrades. However, if we release a bug fix for your purchased template, you can always download the patched version from your order history.
What kind of support is included?
We provide technical support via email for access issues, such as if your download link is not working. We do not provide implementation support (e.g., wiring the template to your custom data sets). For implementation assistance, please submit a request for our custom services.
