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Break-even & Margin Calculator

Break-even sales, margin of safety, price and cost what-ifs, and mark-up vs margin – for any business

£20

Secure checkout. Your file is ready in your client portal as soon as payment clears.

Break-even & Margin Calculator

Overview

Knowing how much you need to sell just to cover your costs is one of the most useful numbers in any business. This calculator works it out from your products or services and your fixed costs – using each one's price, variable cost and share of sales – and shows the break-even sales, the break-even units for each product, your margin of safety and the profit at your forecast. The What-If sheet tests price rises, cost increases and extra overheads, and the margin tools convert between margin and mark-up and find the price you need for a target margin.

Price
£20
Who it’s for
Planning & Finance
Works with
Microsoft Excel for Windows and Mac
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See how it works

A walk through the main sheets

The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.

Step 1

Products

Every product or service with its contribution and break-even units. What you do: one row per product.

Products
What-If

Step 2

What-If

The effect of changes in price, costs and volume. What you do: enter the changes to test.

Step 3

Margin Tools

Margin, mark-up and target price tools. What you do: enter a cost and margin or price.

Margin Tools

Step 4

Who it is for

Made for people like you

  • Example – text
  • Business owners and start-ups – Know the sales you need each month before you commit to costs.
  • Retailers, cafés and makers – Check every product earns its keep and set prices for the margin you want.
  • Service businesses – Work out the billable hours needed to cover overheads.
  • Advisers and lenders – A clear break-even analysis to support a plan or loan.

Quick start

Up and running in minutes

  1. Example – text
  1. Settings – Enter your business name and the period (month or year).
  2. Products – One row per product or service: price, variable cost and forecast sales.
  3. Fixed Costs – List rent, wages, insurance and other overheads.
  4. Dashboard – Read your break-even, margin of safety and profit.
  5. What-If – Try a price rise or cost change and see the new break-even.
  6. Margin Tools – Convert margin and mark-up and find the price for a target margin.

Key features

  • Up to 25 products or services with price, variable costs and sales mix.
  • Break-even sales and units, contribution margin, margin of safety and operating leverage.
  • What-if testing of price, cost, volume and overhead changes.
  • Margin ↔ mark-up converter and target-price calculator.

What’s included

  • Dashboard – Break-even at a glance
  • Settings – Business, target profit and fees
  • Products – Prices, variable costs and volumes
  • Fixed Costs – Monthly fixed costs
  • What-If – Price, cost and volume changes
  • Margin Tools – Mark-up, margin and VAT
  • Guide – How to use this workbook

How buying works

Your file is only released to your client portal once payment has cleared.

1

Click Buy now

You are taken to our secure checkout.

2

Pay securely

Checkout takes a minute and you get a receipt by email.

3

Download your file

Your file is ready in your client portal as soon as payment clears, and we email you your invoice with a link to the portal.

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Part of AML Finance Group

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