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Break Even Analysis Excel Template

4.57 (14 reviews)

Break Even Analysis Template. Calculate profitability point. Automated charts and dashboard. Instant download file in Excel. Works on Mac & Windows.

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TEMPLATE DESCRIPTION

For any business or startup, it is important to estimate the point to start being profitable. So, this Break Even Analysis Template in Excel will provide a visual illustration of the estimated company properties with the right assumptions that could help you to decide. It is your revenue and cost assumptions that will be shaping the company that you are planning to establish.

The Break-Even Analysis Excel Template is an indispensable spreadsheet designed to provide businesses with a clear snapshot of their financial health. This tool will help you to determine the point where earnings offset expenditure, marking the transition from loss to profit.

Hotel-Financial-Reports-Breakeven-Analysis-S41

With an intuitive format and diagram, this template facilitates precise forecasting and projection. You can set benchmarking standards and adjust pricing scenarios in alignment with desired profit margins.

Whether you’re determining the viability of a new venture, adjusting your pricing model, or gauging the potential impact of an upcoming scenario, our product ensures you have the data-driven insights.

Break Even Analysis Template Features:

A Break-Even Analysis template is a tool to mainly identify the amount of cash inflow and outflow during the following periods and much more. Basically, it consists of two main parts:

Break-Even-Analysis-Template-S01-FlowFinancial Statements

The only thing that you have to do is input your own data and find out how to price, how much to produce when to expect a positive accounting profit.

After putting the data in the white rows, this Excel template will calculate your revenues, total cost, and net profit automatically in order to give the result of your companies’ Cumulative Balance.

Note: Please do not type in or delete anything in the gray areas to provide automatic calculations and should NOT be manually changed.

Break-Even-Analysis-Template-S02

Calculators below the first section will ease your process on your Sales Volume Analysis. Once you record the necessary costs your company may have in the first phase, you can sum up those costs easily.

Break-Even-Analysis-Template-S03

This template is also suitable for multiple products break even analysis. You’ll have a holistic view of profit and loss margins for each item, enhancing risk management and budgeting strategies.

Finally, whenever you make any changes your analysis results will be ready in the Dashboard dynamically. The Break-Even Analysis Excel Template will visualize all your assumptions to provide a clear overview of your company’s situation.

By integrating both direct and indirect costs into its formula, the product offers a comprehensive analysis. You can consider every facet of operational and operating expenses in the break-even graph presentation.

Dashboard

By understanding EBITDA and factoring in aspects such as interest on investment, the breakeven analysis template becomes an essential tool in the arsenal of cost-benefit evaluation.

Once the correctly estimated values are input, the dashboard displays:

  • Line Graph of the company financials,
  • Cost Distribution Chart of the Company (in terms of Startup costs, Fixed costs, and Variable costs.)
  • Finally, the Bar Chart of the Break-Even Analysis will help you to find out when to expect positive accounting profit.

Break-Even-Analysis-Template-S04

Lastly, the Financial Summary table in the dashboard displays the properties of the particular month. Just click and choose the necessary period on the number of “Period“.

Thus, engage with our Break-Even Analysis Excel Template for a structured approach to evaluating your financial standing. Just navigate the complex balance of earnings and expenditures, and set the stage for sustainable growth.

Break Even Analysis Excel Template Features Summary:

  • Easy Financial Reporting in Excel
  • Expandable Months Period
  • Professional design for presentations
  • Full Print Ready
  • No installation needed.
  • Ready to use.
  • Works both on Mac and Windows
  • Compatible with Excel 2007 and later versions

Break Even Analysis Template is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

14 reviews for Break Even Analysis Excel Template

  1. Oscar C.

    Does break even analysis comes up with an onilne version too?

    • Someka

      Hey there! We’re sorry, but we currently don’t have an online version of this template.
      Hopefully, we’ll be able to provide a Google Sheets version of this template in the future.

  2. Dongare

    Hi team, I realy need to have my own branding to this template, is there any way to delete your logo of this analysis template.

    • Someka

      Greetings! Don’t fret, you can easily remove the Someka logo from this tool. Just follow the link provided.

  3. Randy Gordon

    totally recommended.

  4. Abiel Gutierrez

    I can have a overal view with the money disturbiotione pie chart, thanks

  5. Catrina Wang

    It was a wise money that i spent to buy this template.

  6. Sergey Fedorov

    Amazing and easy to use.

  7. Allison Sabatino

    can u help me with unprotecting the sheet?

    • Someka

      Hi, you have to download the file that we sent to you by email and also copy the password, and use it to unprotect the sheets. For more information please check out this link.

  8. Amit Shrivastava

    I am really comfortable with this template in my monthly finances reports, just a few clicks and everything is ready, thank you Someka.

  9. Charlie Garcia

    WHy i can not print this template? could you send me some help?

    • Someka

      Hi there,
      To learn how you can print this template and also change the printing area, please check this link.
      If you need more help please get in touch: contact@someka.net

  10. Jèremy

    Good product for users not excel experts. it is really useful but I would like to have it in French version, why only in English? thank you

    • Someka

      Hi Jèremy,

      We understand and apologize but at the moment we can only provide our templates in English.
      However, if you need it in another language, remember the templates are modifiable, so you can change the labels, messages, and text shown to any other language you want.
      You simply need to use the password provided to unlock it.

      Hope this helps!

  11. Janina

    Love it thank you helped me manage my restaurant business I recommend it

  12. Jatin Patel

    Thanks

  13. Abhijeet

    Thanks for sharing with us

  14. matt rubin

    Many good reasons for the 5 star rating I gave. For free of price, really comprehensive break even analysis

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