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: https://msft.it/6054vExka
No Microsoft 365 subscription? Try out Copilot and other features free for one month: https://msft.it/6055vExkx
Timecodes: 00:00 – Introduction 00:24 – Open Copilot in Excel 00:26 – Type in your prompt
Try it now in Excel: https://msft.it/6054vExka
#ProfitAndLossStatement #SmallBusinessOwner #ExcelTips
