Profit & Loss Statement — Free Waterfall Chart Template
This Profit & Loss Statement template uses a waterfall chart to show exactly how monthly revenue turns into net profit, step by step. The sample data walks from $85,000 in revenue down through COGS, marketing, operations, and R&D to land on a $28,000 net profit, with each cost stacked as a clear downward bar. It is a ready-made starting point for visualizing where your money goes and how much actually drops to the bottom line.
Open This Template in the EditorAbout This Waterfall Chart Template
This Profit & Loss Statement template uses a waterfall chart to show exactly how monthly revenue turns into net profit, step by step. The sample data walks from $85,000 in revenue down through COGS, marketing, operations, and R&D to land on a $28,000 net profit, with each cost stacked as a clear downward bar. It is a ready-made starting point for visualizing where your money goes and how much actually drops to the bottom line.
It's a ready-made Waterfall Chart you can open and edit in seconds — replace the sample numbers with your own, restyle it, and download a publication-ready image, all free and in your browser.
Template Data
This template ships with the sample data below. Open it in the editor to swap in your own figures:
| Item | P&L |
|---|---|
| Revenue | 85000 |
| COGS | -32000 |
| Gross Profit | 53000 |
| Marketing | -12000 |
| Operations | -8000 |
| R&D | -5000 |
| Net Profit | 28000 |
When to Use This Template
- Founders and small-business owners presenting monthly P&L results to investors or a board
- Finance and FP&A analysts turning income-statement numbers into an easy-to-read profit bridge
- Accountants and bookkeepers giving clients a visual breakdown of revenue, expenses, and net profit
How to Use It
- Open the template — click "Open This Template in the Editor" to load it with its sample data.
- Edit the data — type your own labels and values, or paste a column straight from a spreadsheet.
- Customize & export — pick colors, add a title, then download as PNG, SVG, or PDF. No signup, no watermark.
Frequently Asked Questions
Can I replace the sample numbers with my own P&L figures?
Yes. Click "Open in editor" and edit the data table directly — change the line-item labels (Revenue, COGS, Marketing, etc.) and the values to match your own income statement. The waterfall recalculates instantly, and you can recolor bars and export to PNG, SVG, or PDF, all free in your browser with no signup.
Why use a waterfall chart for a profit and loss statement?
A waterfall chart shows the running total as each item adds to or subtracts from it, so you see how revenue is reduced by COGS and operating costs until you reach net profit. That makes it far clearer than a plain table or pie chart for explaining where the money goes between the top and bottom line.
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