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FINANCIAL MODEL
Break-Even Analysis Model
Financial model to calculate unit volume required to cover fixed operating expenses.
LIVE PREVIEW
| Expense Category | Type | Monthly Cost | Allocation Rule | Variable per Unit |
|---|---|---|---|---|
| Office Rent | Fixed | $5,000 | 100% Fixed | - |
| Packaging | Variable | - | Per Order | $1.50 |
| Shipping | Variable | - | Per Order | $5.00 |
| -- | -- | -- | -- | -- |
| -- | -- | -- | -- | -- |
Instructions
- 1Categorize: Fixed vs Variable.
- 2Price Input: Enter Avg Price.
- 3Result: See Unit Goal.
Pro Tip
You can import the downloaded CSV directly into Google Sheets, Excel, or Airtable. The formatting is universal.
About this Template
Know exactly how many units you need to sell to keep the lights on.
Key Features
Expense Categorization: Fixed/Var.
Goal Seek: Profit targets.
Common Use Cases
Business Plan: Feasibility.
Hiring Decisions: Can we afford it?
Frequently Asked Questions
Monthly or Annual?
Monthly is usually best for ops.