Profit & Loss Dashboard

A P&L dashboard template for Google Sheets, connected to QuickBooks Online. It tracks trailing twelve-month revenue, expenses, and profitability, and shows how each metric is moving month over month and against the same period last year. A scheduled refresh keeps the dashboard current, so you build the layout once instead of rebuilding it every close.

To use this template with your own QuickBooks financial data, start by installing the Retriever app. If you've already done that, you can open the Google Sheet template.

Get the template:

Open in Google Sheets

Recommended for:

Accountant

CFO

Fractional CFO

FP&A

Small Business Owner

Open in a new tab

Walkthrough

To get the most out of this template, follow along with this video and learn exactly how to use it.

If you have any questions or would like to speak with a human, please reach out to me at aubrey@retrieverhq.com.

Get the template:

Open in Google Sheets