A P&L report you can open — and actually change.
Star schema, 46 audited measures, four finished pages, and 1,728 rows of sample data that make the numbers add up. Built the way a finance model should be, not the way a screenshot pack is.
$39 at launch · early access gets 30% off · PBIX + PBIT + source files · one email when it ships, nothing else
You’re on the list
I’ll email you the moment the pack is ready, with the early-access code. If you don’t hear from me in two weeks, reply to that email and I’ll tell you exactly where it stands.
No spam. Unsubscribe in one click. I don’t sell or share your address.
Most finance templates break the moment you slice them.
Templates sold online are usually a PBIX with a nice screenshot and three problems underneath: signs are backwards, so gross profit is negative; the budget page stops working when someone touches a slicer; months sort alphabetically and nobody notices until March.
Each of those is cheap to avoid at design time and expensive to fix after you have handed the report to a CFO.
Signs that survive review
Revenue and cost are both stored positive. Gross profit is subtraction, not guesswork.
Budget that doesn’t argue with slicers
Variance measures switch scenario with REMOVEFILTERS, so the page stays correct.
Months that sort
Sort-by-column is set in the model, not left to whatever the visual decides.
What you get
- The model. One fact table, five dimensions, one marked date table. Every relationship one-to-many, single direction.
- 46 measures in four display folders: core P&L, time intelligence, budget and variance, helpers. Commented, not cryptic.
- Four report pages — Executive Summary, P&L Statement, Variance Analysis, Cost Centre Detail — with layout dimensions and field bindings documented.
- Data and theme. 1,728 rows with a fixed seed, a script to regenerate or resize them, and a theme JSON so the pack looks like one product.
- Documentation. Model spec, page-by-page build guide, and the self-check list that catches the mistakes people actually make.
Check it before you buy
Every number in the documentation matches the file. With all filters cleared, the sample model returns:
| Line | Amount | % of revenue |
|---|---|---|
| Revenue | 29,126,563 | 100.0% |
| COGS | 5,901,187 | 20.3% |
| Gross profit | 23,225,376 | 79.7% |
| Operating expenses | 13,800,428 | 47.4% |
| EBITDA | 9,424,948 | 32.4% |
| Net profit | 8,327,138 | 28.6% |
These are the first item on the self-check list, not a claim in a screenshot. The data is synthetic — no real company, no real customers.
It’s for you if
- you’ve been asked for “a proper P&L” and have two days
- you deliver client reports and need a credible starting model
- you’re moving a monthly pack out of Excel
It’s not for you if
- you need a balance sheet or cash flow statement
- you need daily journal-level detail
- you need multi-currency consolidation
One price, two licences
Personal
$39
Use it in your own reports. Modify anything. Keep it.
Commercial
$89
Include it in paid client deliverables. Still no reselling the template.
One-time payment · lifetime use of this version · 12 months of bug fixes · PBIX and PBIT included. Prices in USD; digital delivery.
Questions
Do I need Power BI Desktop?
Yes — the free Windows app — or the Power BI Service in a browser. No paid add-ons and no custom visuals.
Can I use my own data?
Yes. Use the .pbit version and swap the CSVs for your
source, keeping the field names and the sign convention from the model
spec.
Why is there no balance sheet?
Because it needs different sign handling and opening/closing logic. Bolting it onto a P&L model makes both halves worse. If the pack sells, that is the next one.
Will it work with my chart of accounts?
Yes. Accounts live in DimAccount; the measures only depend
on the six values in L1, so renaming the rest is safe.
When does it ship?
When the sample model passes the self-check list — the same list published in the docs. The early-access list gets one email on launch day, nothing before that.
Start from a model that already works.
Two days of modelling, or one afternoon of adjusting. Your call.
Join the early-access list