Templates / Gross-to-Net Waterfall
Gross-to-Net Waterfall
Walk gross sales down to net sales and gross profit, month by month — and see a full-year waterfall of where the money went.
Download the template (.xlsx) Free · live formulas · no macros · no email required
Why this exists
Every commercial finance team owns this bridge, and most rebuild it from scratch every year: which deductions are on-invoice, which settle later, what net price the customer actually pays. This template is that bridge, prewired.
What's inside
- A monthly grid: gross sales → rebates and promo discounts (on-invoice) → trade terms and volume rebates (off-invoice) → net sales → cost of goods → gross profit and margin, all on live formulas
- A full-year waterfall chart that updates itself
- Subtotals that keep working when you insert your own deduction lines
- A read-me that defines each line, so the template survives being handed to a colleague
The same analysis, computed live
Orkestar builds this same waterfall from your raw sales file — every deduction, every rate, every month, without maintaining the spreadsheet.
