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.

Why this exists

Every commercial finance team owns this bridge, and many 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 is 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 pick up any deduction line you insert inside a section
• A read-me that explains how to use it and defines the deduction lines, so the template survives being handed to a colleague

The same analysis, built on your data

We build this waterfall into a live system on your own sales data: on-invoice and off-invoice deductions and their rates against last year, by customer, category, brand or product, for a month, year to date or moving annual total.

Or email support@orkestar.eu