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Income Statement Template

Monthly and annual income statement projection template for funding applications

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Download Income Statement Template

Professional P&L projection template with automatic gross profit, operating profit, and net profit calculations.

  • Monthly detailed breakdown
  • 3-year annual summary
  • Margin and ratio calculations

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What's Included

Revenue Section

Track multiple revenue streams with categories for products, services, and other income.

Cost of Sales

Direct costs linked to revenue: materials, labor, and production costs with gross margin calculation.

Operating Expenses

Comprehensive expense categories: salaries, rent, marketing, utilities, insurance, and more.

Profit Calculations

Automatic calculation of gross profit, operating profit (EBITDA), and net profit after tax.

Tips for Success

Use Realistic Revenue Assumptions

Base projections on historical data, market research, or conservative industry benchmarks. Avoid hockey-stick growth.

Don't Underestimate Costs

Include all expenses: accounting fees, bank charges, transport, telephone, stationery. Small items add up.

Account for Growth Costs

As revenue grows, costs often increase: more staff, bigger premises, higher marketing spend. Reflect this scaling.

Related Resources

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Income Statement Template | Funding Templates | Okhantu | Okhantu