What's on This Page
What's Included
- Revenue, COGS, and Operating Expenses input rows
- Automatic Gross Profit and Gross Margin % calculation
- Automatic Net Profit and Net Margin % calculation
- Automatic yearly total/average column
Who This Template Is For
- A business that wants a monthly profit and margin habit without building a dashboard from scratch
- An owner who currently checks these numbers inconsistently or only at year-end
- Anyone who wants gross and net margin visible side by side, not calculated separately
How to Use This Template
- Enter this month's numbers. Revenue, COGS, and operating expenses go in for the current month.
- Repeat each month. Add the same inputs as the year progresses.
- Review margin automatically. Gross margin and net margin calculate as soon as the numbers are entered.
- Check the yearly view. Total and average columns give the full-year picture at a glance.
Filling this in by hand every month? CircularGuru Business Suite keeps these numbers live automatically. Start Free →
More Free Templates
See all 8 templates on the Resources page.
FAQ
Does this track all 12 months in one sheet?
Yes, revenue, COGS, and operating expenses are entered per month, with margin and profit calculated automatically across the full year.
Is this the same as tracking cash flow?
No, this dashboard tracks profit and margin. Cash Flow Guide covers why profit and actual cash position are measured differently and both matter.
Can this replace a formal accounting system?
It's a monthly tracking and review tool, not a replacement for proper bookkeeping, though it's useful for a fast monthly health check.
Related Guides
- Cash Flow Guide. the guide this template pairs with
- Inventory Management Guide. the mistakes this template helps you avoid
- Financial KPIs Every Business Should Track. the numbers this template feeds into