Cost every product and service properly – and price for profit
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Most small businesses set prices by gut feel or by copying competitors – and many quietly lose money on some of what they sell without realising. This template works out what every product or service really costs you, including a fair share of your overheads, and then sets a selling price that delivers the margin you want. It flags anything that's underpriced, shows whether your prices cover all your overheads, and helps you decide on discounts, price rises and your own hourly rate.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
The heart of the workbook – costs, prices, VAT, margins and status for each line. What you do: enter the yellow columns on each line.
Step 2
The hourly and day rate you need to pay yourself, cover overheads and make a profit. What you do: enter your target pay, working pattern and billable %.
Step 3
Volume needed after a discount; sales you can lose after a price rise; margin vs markup converter. What you do: pick a product and try different percentages.
Step 4
Sales needed to cover fixed costs, margin of safety, break-even chart and units by product. What you do: optionally add owner drawings to cover.
Who it is for
Quick start
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We can adapt any prebuilt solution or build something bespoke, with a lifetime bug-free guarantee.
Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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