
Annual Report
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Break-even analysis shows the sales level at which a product covers all its costs. This template has an Inputs tab for price, variable cost and profit target, a Costs tab for fixed monthly costs, and a Volumes table that shows revenue, cost and profit at different sales levels. The Dashboard shows break-even units, break-even revenue and a chart.
It comes with sample data for a small product business. Make a copy and replace the sample numbers. The break-even figures, volume table and chart update on their own.
Click Make a copy in Google Sheets, then confirm on the Google page. The copy is saved to your own Google Drive.
Start on the Inputs tab: replace the sample rows with your own.
Keep the formula columns as they are; they fill in as you type.
Read the How to use tab for tips. For Excel, download the .xlsx file instead.
Yes. Download the template and use it at no cost for your own planning.
Yes. Download the .xlsx file and open it in Excel. The formulas and charts work the same way there.
The break-even figures show 0, because each sale loses money and the business cannot break even at that price. Raise the price or lower the variable cost.

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