Section 01
Company Profile
Section 02
Revenue Streams
All income-generating activities before deductions. Add every revenue source below.
Deductions from gross revenue: returned goods, issued refunds, pricing allowances, and trade discounts. Subtracted to arrive at Net Sales.
Total Net Sales (Revenue)
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Net Sales = Gross Revenue − Returns & Allowances
Section 03
Cost of Goods Sold (COGS)
Direct costs tied to producing your product or delivering your service. Excludes overhead & operating expenses.
Total COGS
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Section 04
Operating Expenses (OpEx)
Indirect operational costs not included in COGS. Used to calculate your net profit margin.
Total Operating Expenses
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Gross Margin % = (Net Sales − COGS) ÷ Net Sales × 100
Net Profit Margin % = (Net Sales − COGS − OpEx) ÷ Net Sales × 100
Net Profit Margin % = (Net Sales − COGS − OpEx) ÷ Net Sales × 100