I have made this doc for all those who wanted to play with a cashflow estimate/profit and loss style template, but couldn’t find it in the Coda universe.
Development is ongoing and feedback, as always, is very welcome!
This template’s examples focus around professional services, but you can change the “Type” in the tables to represent your situation.
The drop downs underneath each table is where you can put more detail around each section in the table which can be great for context but if this is a high level document, they can be entirely ignored!
Want to print your doc? This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (