Description
Know your numbers before you commit. Enter your fixed costs, price and variable cost per unit, and see the break-even point in units and revenue, your margin of safety and the sales needed for your target profit.
What it does
- Break-even units and revenue per month
- Sales needed to reach your target profit
- Margin of safety and expected monthly profit
- Break-even chart of revenue against total cost
- Dashboard that also shows your P&L and cash position
How it works
- Settings: enter your business name, currency and report year.
- Break-even: enter fixed costs, average price, variable cost per unit and expected sales.
- Dashboard: read your break-even point and margin of safety.
What’s inside
Start Here guide, Dashboard (20 headline numbers and 10 charts), Transactions, P&L, Cash Flow, Break-even, Analysis and Settings sheets.
Good to know
- Excel and Google Sheets: open it in Microsoft Excel, or upload it to Google Drive and choose Open with → Google Sheets. Formulas, dropdowns and charts carry over.
- Colour-coded: blue cells are for your entries, grey cells calculate automatically, so you can’t break a formula by accident.
- Sample data included: a demo business fills every sheet so the dashboard works from day one. Clear the blue cells when you start.
- Any currency: amounts show without a symbol, and you set your currency once in Settings.
Want every template?
This template is part of the Small Business Complete Bundle: all 38 templates in six workbooks, each with its own dashboard.
Delivery
Instant download right after payment. The download link is also emailed to you and works up to 5 times within 30 days. One-time payment, no subscription. As a digital product, it is non-refundable once downloaded, but if a file is faulty we fix it, replace it or refund you. See our refund policy.



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