All Industries, General Excel Financial Models

Break-Even, Excel, Financial Analysis, Financial Due Diligence, Financial Feasibility, Financial Model, Financial Planning

If you are evaluating at what point sales in general or sales related to a specific campaign will cover your costs, then this template is for you. The Breakeven Analysis template provides you with a tool to quickly determine the amount of sales required to avoid a loss. It replaces best-guess and rule-of-thumb with a quantitative result on which to make decisions.

Summary
The output includes a chart that uses a vertical green line to clearly show where the sales amount crosses the amount of expenses. Also depicted are data points for sales/expenses pairs from your inputs, a straight-line representation of sales, a straight-line representation of estimated expenses, and a horizontal line to show the estimated level for fixed costs. In general, lower fixed costs will result in a lower breakeven point.

Breakeven Statement
An easy to see a statement to the right of the chart, an example of which is:
“Breakeven Sales occur at 705 USD with variable expenses at 90% of sales.”

Descriptive Statistics
Below the chart, a table shows key measures for sales, expenses, and net profit, based on your inputs. Measures are for Sales, Expenses (total), Expenses (fixed), Expenses (variable), and Net Profit. Tables measures include: Mean, Standard Deviation, Median, Minimum, and Maximum. Additionally, the mean percentage of sales is shown for each.

The template includes instructions and explanations.

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