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What’s inside the Profit and Loss.

Real content in every part, ready to rewrite with your own.

  1. 1Income from retainers, projects and workshops
  2. 2Direct costs, gross profit and gross margin every month
  3. 3Overheads, net profit and net margin
  4. 4Half-year totals and four KPI tiles

When to use it.

Profit and Loss is a monthly spreadsheet for studios, agencies and freelancers who want to see how the business is really doing. Income from retainers, projects and workshops comes first, then direct costs like freelancers, then overheads. The sheet works out gross profit, net profit and both margins every month and for the half year, so a slow month or a creeping cost shows up straight away.

Made for

  • Freelancers who bill by the hour or day
  • Studio and agency owners
  • Consultants running their own practice
  • Small businesses without a finance team

Make it yours in four steps.

Open it in Spreadsheets and work through it, or let Docsiv AI do the first pass with your details.

  1. Step 1

    Rename the income and cost lines to match your own accounts.

  2. Step 2

    Enter each month's figures when it closes, from your bookkeeping or bank.

  3. Step 3

    Watch the gross and net margin rows for changes.

  4. Step 4

    Share it with your accountant or partners, or export it to Excel.

Start from the Profit and Loss now.

Questions about this template.

Something else on your mind? Ask us in the chat, bottom right of the page.

Is the Profit and Loss template free?

Yes. Create a free account and it opens in Docsiv's Spreadsheets app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.

Can I change the colours, fonts and text?

Yes, all of it. The template uses Aptos with #059669, #ecfdf5, #1f2937, and you can change any of them, rewrite every word and add or remove rows and columns.

What can I export it as?

Spreadsheets in Docsiv offers: XLSX, CSV and PDF exports. Once it's saved, you can also share it with a link.

Can Docsiv AI write the profit and loss for me?

Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.

All bookkeeping templates

Start your spreadsheet with Docsiv AI

Describe the client or the project and Docsiv AI writes a first draft of your profit and loss for you to edit, share and send.