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Break Even Analysis
Excel Template

Calculate when a new product, service or venture will reach a break even point and cover the costs of investment with our Break Even Analysis Excel Template. Equipped with dynamic formulas and graphs.
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What's Inside the Break Even Analysis Template?

Details | 2 Sheets 

Supported Versions | Excel 2010, 2013, 2016, 2019, Office 365 (Mac)

Category | Management, Finance

Tags | Break Even, Profitability

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Inside Our Break Even Analysis 

Excel Template

Our Break Even Analysis Excel Template is showcases dynamic graphs and formulas upon data entry.

Uber, the ride-sharing company, has lost over $3,000,000,000 in operating losses every year since 2016. If that seems like a big number, it’s because it is - $3 billion looks even bigger than it sounds when you see all nine zeros. 

How can Uber afford to lose billions of dollars every year? Without going into an explanation about how venture capital and public markets work, in essence, Uber has a series of models that show it can be incredibly profitable once it hits a certain scale. One of the models they undoubtedly use is a Break Even Analysis. You don’t have to be a Fortune 500 company to utilize our Break Even Analysis Excel Template for your business. 

Whether you are an e-commerce company, acquiring a new business or inventing and launching a new product, you can easily see what sales numbers you have to hit by simply plugging in your known data points. 

This spreadsheet is designed to help you analyze when a new product, service or venture may reach a break even point and cover the costs of investment. 

Let’s dive into how to utilize this template. 

Start by adding your Initial Investment Costs to the Financial Statements section on the left side of the Break Even Analysis sheet. Placeholders such as Facilities, Machines, Furniture and Software can be replaced as needed. 

Fill out the Fixed Cost Per Period with the associated cost for each item. The Total Fixed Cost Amount will automatically calculate. 

The introduction sheet for our Break Even Analysis spreadsheet to calculate when a venture will break even.

Lastly, fill out the Variable Cost and Unit Price table. The Average Net Unit Profit Value will and Net Value for each product will calculate automatically. 

Move to the Sales Forecasting Quality section. Input projected sales numbers for each product. 

Once you input all your numbers, the Break Even Point Analysis graph will populate so you can see exactly what numbers you have to hit to break even. Hopefully, breaking even is just the start for you to take your new venture to the moon. 

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