This is a break-even analysis that goes a bit deeper. You can use it for any period (monthly/yearly/quarterly) or what have you. The inputs are fixed expenses and variable expenses for a single defined period. The formula takes that information and calculates the amount of top-line revenue that is required to cover all the fixed and variable costs that have been entered for the period.
Some extras:

  • Profit Margin Target (enter a desired profit margin and based on fixed/variable costs the sales revenue required will populate in order to achieve the profit margin input)
  • DCF Analysis (based on the assumptions tab and the revenue output of the profit margin analysis, this template will show a five year forecast that includes fixed/variable costs and profit margin based on how the assumptions define growth each year). A present value calculation is then done on that output.
  • Terminal value based on a defined percentage of year 5 sales
  • Clean visualizations of this analysis
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