Build a Profit and Loss Statement in Excel (Beginner Friendly) | Microsoft 365

Опубликовано 27 апреля 2026, 16:30

If you don’t know what’s actually making you money in your business, you’re guessing. In this video, you’ll see how Microsoft 365 Copilot in Excel can build a profit and loss template that instantly shows what’s driving your revenue.

Instead of starting from scratch, Copilot can generate a custom template that tracks sales, highlights your top-performing products or packages, and helps you make smarter business decisions.

What You’ll Learn:
• How to track what’s making money in your business
• How Copilot can build a P&L template to track sales and performance
• How to prompt Copilot to calculate gross margin and net profit by item
• How to highlight your top 3 performers and plan weekly specials
• How to use estimates to your P&L template shows real insights

If you want better visibility into your small business finances (without hiring an accountant), this is a gamechanger.

Try it now in Excel: msft.it/6054vExka

No Microsoft 365 subscription?
Try out Copilot and other features free for one month: msft.it/6055vExkx

Timecodes:
00:00 – Introduction
00:24 – Open Copilot in Excel
00:26 – Type in your prompt

Try it now in Excel: msft.it/6054vExka

#ProfitAndLossStatement #SmallBusinessOwner #ExcelTips