cashheavenExtrasShopify Dropshipping P&L Template | Daily + Monthly Profit Tracker | Auto-Import Excel Dashboard | Small Business Finance Sheet
Shopify Dropshipping P&L Template | Daily + Monthly Profit Tracker | Auto-Import Excel Dashboard | Small Business Finance Sheet
$15
★ KNOW IF YOUR SHOP MAKES MONEY - EVERY SINGLE DAY ★
Stop guessing if your dropshipping store is profitable. This Excel template
pulls data straight from your Shopify orders export and shows you exactly
where every dollar goes - daily and monthly.
Built by a fractional CFO who works with real e-commerce businesses.
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★ WHAT YOU GET ★
✓ 7 ready-to-use tabs
✓ 4,800+ pre-built formulas
✓ Dashboard with KPI tiles + health checks
✓ Daily P&L for 31 days (auto-filled from Shopify)
✓ Monthly P&L for 12 months
✓ 365-day FX rate tracker (for multi-currency sellers)
✓ Guide tab with full instructions
✓ Assumptions tab to set your fees + fixed costs
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★ HOW IT WORKS ★
1. Export orders from Shopify Admin → Orders → Export → CSV
2. Paste into the Raw Shopify Orders tab
3. Daily + Monthly P&L auto-fill Orders, Gross Sales, Discounts, Refunds
4. Type your ad spend, product COGS, and shipping cost
5. Read your profit. Every day. Every month.
Template reads Shopify columns: Subtotal, Discount Amount, Created at,
Refunded Amount. All 79 Shopify export columns are preserved.
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★ KEY METRICS TRACKED ★
- Net Revenue (gross minus discounts minus refunds)
- Gross Profit + Gross Margin %
- Contribution Margin + CM %
- Net Profit + Net Profit Margin %
- ROAS (Return on Ad Spend)
- CAC (Customer Acquisition Cost)
- AOV (Average Order Value)
- CM per Order
Tracks: Meta Ads, TikTok Ads, Google Ads, Influencer spend, Email/SMS
tools, Shopify fees, apps, VA, customer service, bank fees, accounting,
insurance, and custom OpEx.
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★ DASHBOARD HIGHLIGHTS ★
- 8 big KPI tiles (Net Profit, Revenue, Orders, ROAS, margins)
- 5 automated health checks ("Is your shop alive or dead?")
- 9-metric × 12-month trend table
- 4 built-in charts (Net Profit by Month, Revenue vs Marketing,
ROAS trend, YTD Cost Breakdown pie chart)
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★ WHO IT'S FOR ★
- Dropshipping store owners on Shopify
- Small e-commerce businesses running paid ads
- Sellers tired of guessing their real profit
- Anyone who wants to stop paying a bookkeeper $200+/month
for basic P&L tracking
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★ FILE DETAILS ★
File format: Microsoft Excel (.xlsx)
File size: ~130 KB
Compatibility: Excel 2016+, Excel for Mac, Excel 365
Google Sheets: Works with import (some advanced features may vary)
Delivery: INSTANT digital download
Updates: Free lifetime updates to this template
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★ IMPORTANT NOTES ★
- This is a digital download. No physical product will be shipped.
- Licensed for personal and business use. Resale or redistribution
of this file is not permitted.
- Due to the digital nature of the product, refunds cannot be
offered after download.
- Questions before buying? Send me a message and I'll help.
Get yours now.
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