Income statement templates Excel | FREE | Zebra BI (2024)
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These 6 free income statement templates for Excel will help you turn your numbers into actionable insights fast. The selection includes everything from basic comparisons to more advanced tables with multiple levels or quarterly data, and a bridge chart.
All templates are crafted using the latest reporting best practices. Find the one that suits you best and visualize your data in a way that delivers immediate business insights and inspires action. Not sure which one to choose? Take a look at what they offer below.
Income statements with basic comparisons (up to 3 measures)
These income statement templates for Excel allow you to compare your actual results (AC) with up to 3 measures (previous year = PY, plan = PL and forecast = FC). They come in 3 different versions: PY-AC-PL, PY-AC and AC-PL, and PY-AC-PL-FC. Use them to visualize your data in the form of tables with integrated waterfall charts, taking advantage of unique features like custom calculations (invert/result), formula manager for calculating new data elements, and dynamic comments. They also display absolute and relative variances that are calculated automatically.
Income statement with a bridge chart
This waterfall-chart-based template will help you visualize your profit & loss data and keep track of the trends. Use the template to quickly show how different accounts contribute to the total value, invert the costs and see which account has the biggest impact on your business. The visual automatically calculates and displays the variances, highlights subtotal differences and allows you to add dynamic comments for more context.
Quarterly income statement
This template allows you to break your profits and losses into quarters and track them across channels. The time dimension and automatically calculated relative and absolute variances are displayed in columns which can be hidden for the purpose of greater clarity. You can expand and collapse the rows to adjust the level of detail, use the formula manager to calculate new data elements or take advantage of custom calculations to invert the negative accounts or mark them as results.
Income statement with multiple levels
Dealing with complex operations? Use this template to visualize multiple levels of data. Insert your numbers into a pivot table and dive deeper into the details of each category by using the expand & collapse functions. Calculate additional data elements with the formula manager and use custom calculations (invert, result) to display your accounts the right way. Take advantage of the automatically calculated variances and multiple comparisons to get your questions answered in no time.
These income statement templates for Excel are super easy to use! Check out the short video below and see for yourself.
Features used
Actual values with up to 3 comparisons
Automatically calculated variances
Formula manager for calculating new data elements
Dynamic comments
Custom calculations (invert, result)
Subtotal difference highlights
Expand & collapse to show more/less detail
Hide columns
Highlighting
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The basic formula for an income statement is Revenues – Expenses = Net Income. This simple equation shows whether the company is profitable. If revenues are greater than expenses, the business is profitable.
A Sankey diagram is an ideal visualization of an income statement because it can represent the statement's complete information in the simplest possible form. Some companies report year-over-year changes in their earnings report as an additional column for the income statement.
A small business income statement template is a financial statement used to report performance. Templates include calculations for revenue, expenses, and overall profit and loss, and they are used to document, analyze, and project business finances.
Bar charts are ideal for showing money amounts, such as revenue, expenses, or profits, across different categories. They provide a clear comparison and are easy to read.
It makes your reports and dashboards blazingly fast as it reduces rendering and loading time significantly! NOTE: Zebra BI is available as a free visual with limited features.
Calculate Total Revenue: In the 'Total Revenue' column, use the formula =Unit Price * Quantity Sold for each row. You can auto-fill this formula for all rows if you have multiple entries.
The difference between the total revenue generated and the total expenses is known as the net income formula. It is given as: Net Income = Total Revenue - Total Expenses.
Use this formula. =SUM(A:A) will sum all of your income.=SUM(B:B) will sum all of your outcome. Whole formula =SUM(A:A)-SUM(B:B) will minus from all income to all outcome, then it will show your total.
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