Course Launch P&L Spreadsheet Template for Excel & Google Sheets
Run a profit and loss model for up to 4 course or digital-product launches a year, plus an evergreen baseline. Per-launch audience times conversion times price drives units, gross, and net revenue after refunds, processing, delivery, and affiliate costs. Ad spend produces ROAS and profit. Works in Microsoft Excel and Google Sheets.
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Course Launch Operating Model
Everything in This Course Launch Workbook
Your Launch Year at a Glance
Open the dashboard and see the year. Year total, launch net, evergreen, and launch share sit on the top row. Gross, ad spend, blended ROAS, and profit sit beneath. A banner names the year split and the blended ROAS, and flags if ROAS is below 3x or if launches are unprofitable.
- 8 KPI cards across revenue, marketing, and profit
- Banner flags low ROAS or unprofitable launches
- Net revenue by launch and evergreen-vs-launch charts
Audience to Net Revenue per Launch
One row per launch with name, date, audience, conversion rate, and price. Units calculate as audience times conversion, gross as units times price, and net revenue as gross less refunds, processing percent, processing per sale, delivery, and affiliate. Totals roll up at the bottom.
- Up to 4 launches with name, date, audience, conv rate, price
- Units = audience × conv; Gross = units × price
- Net revenue strips refunds, processing, delivery, affiliate
Ad Spend, ROAS, and Profit
Enter ad spend per launch. Gross pulls from the Launches sheet. ROAS calculates as gross divided by ad spend. Profit equals net revenue minus ad spend. Totals at the bottom give blended ROAS and total profit for the year.
- Ad spend input per launch
- ROAS = gross / ad spend (1.0x, 2.5x, 3.5x format)
- Profit = net revenue - ad spend per launch
Where the Money Leaks
A breakdown per launch of refunds, processing percent, processing dollar per sale, delivery (platform plus support hours), and affiliate commission. All five columns use the rates on Settings, so you change one input and every launch updates.
- Per-launch refunds, processing, delivery, affiliate
- All driven by Settings rates - change once, update all
- Totals roll up to feed the net revenue line
Twelve-Month Baseline Revenue
A single row of 12 monthly evergreen revenue numbers - the post-launch funnel that runs year-round through page sales, cohort waitlists, and order bumps. The total feeds the dashboard alongside launch revenue so you can see what each engine produces.
- 12 monthly evergreen revenue inputs
- Total feeds the year mix on the dashboard
- Launch share vs evergreen share at a glance
Two Charts on the Dashboard
A column chart shows net revenue by launch so you can compare cohorts directly. A second stacked column chart shows evergreen vs launch revenue by month so you can see when the year leans on launches and when evergreen carries the weight.
- Net revenue by launch column chart
- Evergreen vs launch monthly stacked chart
- Both update from the Launches and Evergreen totals
Configure It for Your Stack
Set business name, currency, and year. Then the cost structure: refund rate, payment processing percent and dollar per sale, delivery cost per sale, and the affiliate cut (percent of sales going through affiliates times commission percent). The workbook applies these uniformly.
- Refund rate (default 8%) feeds every launch
- Processing % + processing $ / sale per transaction
- Delivery cost / sale plus affiliate % and commission %
Customizable & Flexible
Adapt the workbook to your business. Add launch rows, change cost rates, edit evergreen monthly numbers - the formulas update automatically. Works identically in Excel and Google Sheets.
- Add or rename launches
- Edit cost rates and evergreen baseline
- Excel and Google Sheets compatible
Ready to take control of your finances?
Set Up in 15 Minutes
How the Course Launch P&L Works
Open in Excel or Google Sheets
Get instant access after purchase. Open in Microsoft Excel directly, or import into Google Sheets - no software to install, no add-ons.
Set Cost Structure
On Settings, enter business name, currency, year, refund rate, processing rates, delivery cost per sale, and affiliate rates. Takes about 5 minutes.
Add Launches and Ad Spend
On Launches, add each launch with audience, conversion rate, and price. On Marketing, add the ad spend per launch. Units, gross, net, ROAS, and profit all calculate from there.
Fill in Evergreen Monthly
On Evergreen, type 12 monthly revenue numbers from the always-on funnel. The dashboard combines launch and evergreen into a year view.
Built for Launches and Evergreen
Why Course Creators Use This Workbook
Built for Course and Digital Launches
Per-launch funnel, ad spend, ROAS, refund and processing costs, evergreen baseline - in one workbook.
No Formulas to Write
Enter launch and cost inputs in highlighted cells. Units, gross, net revenue, ROAS, and profit are pre-built.
Excel and Google Sheets
Works identically in Microsoft Excel and Google Sheets. No macros, no add-ons, no proprietary functions.
Free Lifetime Updates
Any updates we release to the launch P&L included at no extra cost.
Your Launch Data Stays Private
Runs entirely in your spreadsheet. Your launches, ad spend, and revenue stay in your file - we never see or store them.
One-Time Purchase
Pay once, use forever. No subscriptions, no monthly fees, no recurring charges.
Got Questions?
Frequently Asked Questions
Is this template free to use?
This template is not free, but it is available for a one-time purchase. This purchase gives you lifetime access to the template and to any updates we release.
What do you mean by lifetime access?
Lifetime access means that you will have access to this template for as long as you need it. You will not be required to pay any additional fees for continued access to the template or to any updates we release.
Do I need to sign up to use this template?
You don't need to create an account with us. The template is delivered as an Excel file: open it directly in Microsoft Excel, or import it into Google Sheets from your own Google account if you prefer working there.
What are the benefits of using this template?
This template offers a range of benefits, including: Easy-to-use interface, Customizable to suit your needs, Secure and private, Free access to any updates we release, One-time purchase for lifetime access.
Can I get future updates?
Yes. Whenever we release an update to this template, you get it at no additional cost - lifetime access covers every version we publish. We do not commit to a fixed update schedule; improvements ship when they are ready.
Do you offer any discounts?
There are no discount codes for individual templates, but many templates are also part of a bundle that costs less than buying the same templates separately. Either way it is a one-time purchase with lifetime access and free updates.
Do you have any access to my financial data?
No, we do not have access to your financial data when you use this template. The template is a file you keep yourself, on your computer or in your own Google Drive, so your financial information never reaches us.
Is this template financial advice?
Our templates are not financial advice. They are tools designed to help you manage your personal finances more effectively. If you need personalized financial advice, consider consulting with a financial advisor or accountant.
Can I make my own changes and customize this template?
Yes, you can make your own changes and customize this template to suit your needs. The template is designed to be flexible and adaptable, allowing you to add or remove sections, change formulas, and adjust formatting as needed.
Do you offer technical support?
This is a self-service product, and we do not offer technical support. However, if you encounter any issues or have any questions about the template, please contact our team for assistance. Because everyone's financial situation is unique, consider consulting with a financial advisor or accountant if you need personalized financial advice.
Do you offer refunds?
Because these digital products are delivered instantly, purchases are generally final once you consent to immediate delivery at checkout. If the file we delivered has a genuine error, such as a formula that miscalculates or a feature its page describes but the file lacks, tell us what does not match: we will fix or replace it, or refund you if we cannot. Reporting within 30 days speeds resolution but never limits your statutory consumer rights; the full policy is in our Terms & Conditions.
Can't find the answer you're looking for? Contact our team
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Highlights:
Know What Each Launch Actually Made
Get the Course Launch P&L and see audience-to-units, gross-to-net, ad spend, ROAS, and profit per launch alongside an evergreen baseline.