SME Monthly Profitability Dashboard
A monthly profitability view for a small business: revenue, direct costs, contribution and overhead, with the margins that matter on one screen.
Who it's for
Owners and managers of small and medium businesses who want to see profitability monthly rather than annually.
What's in it
- A monthly P&L input sheet
- Gross, contribution and net margin calculations
- Revenue and cost breakdowns by line
- A twelve-month trend view
- A simple break-even calculation
What it helps you do
- See which months actually made money and why
- Separate a pricing problem from a cost problem
- Get a monthly rhythm instead of an annual surprise
Questions
Do I need accounting software?
Educational use only. This resource is a general template for learning and planning. It is not personalised financial, accounting, tax or legal advice, and it does not guarantee any outcome. Check anything important against your own circumstances and a qualified professional. Full disclaimer.
Read alongside it
Why a profitable month can still leave you short
Profit and cash answer different questions. A business can be genuinely profitable and genuinely unable to pay its suppliers in the same month — and the reason is usually timing, not trouble.