ONLY WHITE BOXES NEED TO BE COMPLETED A.

Insert Company / Project Name

B. Insert Currency symbol to be used if not GBP
A COMPANY / PROJECT NAME XYZ Co Ltd C. Enter Data (click to open sheet)
B Currency Symbol: £ D. Results will show in output sheets (click)
QUICK PRICE FLEX - Insert Price Variation to be used to see the E. Use QUICK FLEX on Price to see BEP effect
Effect of a Price Change on the Break Even Point 20% E F. OPTION - Insert a Profit Objective
G. Use the FAST FLEX page to test options quickly
C >> Insert Price Information >> QUICK PROFIT CALCULATOR
Insert Annual Profit Objective £ - F
C >> Insert Overhead Details >> Revenues to Achieve Profit £ #DIV/0!
Units to Achieve Profit Objective #DIV/0!
C >> Insert Variable Cost Details >>
PRICE FLEX RESULTS - NEW BEP: Flex 1 Flex 2
D >> View Break Even Chart >> Base Price Lower Price Higher Price
NEW PRICES £ 0 £ 0 £ 0
D >> View Break Even Analysis >> % CHANGE 100% 80% 120%

D >> View BEP Sensitivity Output >> NEW UNIT BEP #DIV/0! #DIV/0! #DIV/0!
% CHANGE 100% #DIV/0! #DIV/0!
D >> View Profit Sensitivity Output >>
NEW BEP SALES £ #DIV/0! £ #DIV/0! £ #DIV/0!
G >> Use the Fast Flex Page >> % CHANGE 100% #DIV/0! #DIV/0!

SUMMARY RESULTS
Unit Price 0.00 DO NOT COPY - Download More Free Copies at innovateur.co.uk
Variable Unit Costs -
Contribution per Unit - Subscribe to our FREE fortnightly update - no junk mail - just mail us
Fixed Costs -
Break Even Revenues #DIV/0! For support e-mail us : price-freeware@innovateur.co.uk
Units to Break Even #DIV/0! This Freeware is provided in goodfaith - innovateur accepts no liability whatever and by downloading it and using it you agree to this.
<< BACK TO MASTER .:: PRICES ::. OVERHEADS >> VAR COSTS >>
YOU ONLY NEED TO COMPLETE THE WHITE BOX
PRICES ACHIEVED - AND DISTRIBUTION CHANNELS USED (IF ANY)

CONSUMER PRICE (inc VAT) - 1. Insert Price Including VAT / GSP

VAT (or GSP in USA) % 17.5% 2. Change VAT rate if in USA
VAT / GSP - OPTIONAL BLUE BOXES - IF USING DIFFERENT CHANNELS:
NET CONSUMER PRICE - 3. Insert any % sales not sold direct, by channel
4. Insert Retailer Margin % on sale if applicable
AVERAGE NET UNIT PRICE ACHIEVED - 5. Insert Wholesaler Margin on Sale if Applicable

OPTION OF USING DIFFERENT SALES CHANNEL - ONLY COMPLETE LIGHT BLUE BOXES
DIRECT SALES RETAILER WHOLESALER
CHANNEL CHANNEL CHANNEL
% OF UNIT SALES PER CHANNEL 100% 0% 0%

CONSUMER PRICE (inc VAT) - - - CONSUMER PRICE (inc VAT)

VAT (or GSP in USA) % 17.5% 17.5% 17.5%
VAT / GSP - - -
NET CONSUMER PRICE - - -
RETAILER MARGIN % ON SALE 0.0% 0.0% RETAILER MARGIN % ON SALE
RETAILER MARGIN AMMOUNT - -
NET PRICE SOLD TO RETAILER - -
WHOLESALER MARGIN % 0.0% WHOLESALER MARGIN %
WHOLESALER MARGIN -
UNIT PRICE ACHIEVED PER CHANNEL - - - UNIT PRICE ACHIEVED PER C
- - -
CONTRIBUTION PER UNIT PER CHANNEL - - - CONTRIBUTION PER UNIT PER

MEAN NET PRICE ACHIEVED -

MEAN CONTRIBUTION PER UNIT -
 NAVIGATION BAR

USING DIFFERENT CHANNELS:

direct, by channel
sale if applicable
Sale if Applicable

CONSUMER PRICE (inc VAT)

RETAILER MARGIN % ON SALE

WHOLESALER MARGIN %

UNIT PRICE ACHIEVED PER CHANNEL

CONTRIBUTION PER UNIT PER CHANNEL

Operating costs that will remain pretty much fixed for the level of operations being reviewed OR Actual Figure OR Actual Figure
0% 0%
1. Insert Overhead & Fixed Costs Per Year (change or add categories) Of FIRST Stage Of FIRST Stage
OPTION - COMPLETE IF YOU WANT TO CONSIDER DIFFERENT FIXED COST LEVELS
2. OPTION - Insert Costs at two further business stages - as % increase OR figures

FIXED COSTS - -
Cost Area Per Year Per Month
Offices & Rates - -
Salaries & Employer NI - -
Utilities - -
Telephones - -
Insurance - -
Stationery & Post - -
Office Equipment Rental - -
Website Costs - -
Accountancy Costs - -
Legal & Professional Fees - -
Travel & Subsistence - -
Motor Expenses - -
Sundry Expenses - -
Other Services - -
Marketing Costs - -
Research Costs - -
Depreciation - -
Loan Interest Charges - -
Other Fixed Costs - -
- -
- -
Stage 2 Stage 3
FIXED COSTS FIXED COSTS
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
<< BACK TO MASTER .:: VARIABLE COSTS ::. << PRICE DETAILS << OVERHEAD DETAILS

VARIABLE COSTS ONLY COMPLETE WHITE BOXES

1. Insert UNIT VARIABLE COSTS based on monetary value

2. Insert any costs that have been AGREED AS A PERCENTAGE OF SALES V.COSTS OF PRICE FLEX 1 V.COSTS OF PRICE FLEX 2
value - IF ANY Price 1 80% Price 2 120% -50% Flex -20% Flex 0% Flex 20% Flex 50% Flex 300% Flex

VARIABLE COSTS / UNIT - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0!

SET UNIT COSTS COST / UNIT % OF PRICE COST PRICE % COST PRICE % COST PRICE % COST PRICE % COST PRICE % COST PRICE % COST PRICE % COST PRICE %
Components - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0!
Packaging - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0!
Production - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0!
Wastage - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0!
Other Unit Costs - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0!
- #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0!
- #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0!

ANY COSTS
AGREED AS % OF SALES COST / UNIT % OF PRICE COST PRICE % COST PRICE % COST PRICE % COST PRICE % COST PRICE % COST PRICE % COST PRICE % COST PRICE %
% Sales Costs - 0.0% - 0.0% - 0.0% - 0.0% - 0.0% - 0.0% - 0.0% - 0.0% - 0.0%
% Distribution Costs - 0.0% - 0.0% - 0.0% - 0.0% - 0.0% - 0.0% - 0.0% - 0.0% - 0.0%
% Bad Debt - 0.0% - 0.0% - 0.0% - 0.0% - 0.0% - 0.0% - 0.0% - 0.0% - 0.0%
Other % based costs - 0.0% - 0.0% - 0.0% - 0.0% - 0.0% - 0.0% - 0.0% - 0.0% - 0.0%
- 0.0% - 0.0% - 0.0% - 0.0% - 0.0% - 0.0% - 0.0% - 0.0% - 0.0%
- 0.0% - 0.0% - 0.0% - 0.0% - 0.0% - 0.0% - 0.0% - 0.0% - 0.0%

PRICE - - - - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0!

CONTRIBUTION / UNIT - - - - - - - - -
<< BACK TO MASTER :: FAST FLEX ::

FAST FLEX - QUICK ANSWERS WITHOUT Summary Information at the Base Case Level:
AFFECTING THE REST OF THE MODEL Price £
Break Even Point
ONLY COMPLETE WHITE BOXES - INSERT NEW VALUES BEP Revenues £

NEW PRICE £ - NEW PROFIT OBJECTIVE £

BEP Units #DIV/0! Units to Achieve
BEP Revenues £ #DIV/0! Revenues to Achieve £

NEW FIXED COSTS £ - CALCULATE PRICE

BEP Units #DIV/0! No. of Units We Can Sell
BEP Revenues £ #DIV/0! Unit Price Required to BEP £

NEW UNIT VARIABLE COSTS £ - CALCULATE PROFIT FOR UNITS SOLD

BEP Units #DIV/0! No. of Units Sold
BEP Revenues £ #DIV/0! Profit Achieved £

NEW VARIABLE COSTS % % #DIV/0! CALCULATE PROFIT FOR REVENUES ACHIEVED

BEP Units #DIV/0! Sales Income £
BEP Revenues £ #DIV/0! Profit Achieved £

CALCULATE BEP WITH NEW FIXED AND VARIABLE COSTS CALCULATE PRICE WITH A UNIT & PROFIT OBJECTIVE
New Fixed Costs £ - No. of Units We Can Sell
New Variable Costs £ - Profit Objective £
BEP Units #DIV/0! Unit Price Required £

This page is ONLY OPERATIONAL AFTER the Price, Overhead, and Unit Variable Costs SHEETS have been completed
 the Base Case Level:
0.00
#DIV/0!
#DIV/0!

-
#DIV/0!
#DIV/0!

#DIV/0!
#DIV/0!

OR UNITS SOLD
#DIV/0!
#DIV/0!

OR REVENUES ACHIEVED
#DIV/0!
#DIV/0!

H A UNIT & PROFIT OBJECTIVE

#DIV/0!
-
#DIV/0!
SUMMARY OF BREAK EVEN ANALYSIS XYZ Co Ltd

PRICE INFORMATION

Price Achieved per Unit £ -

UNIT COSTS & CONTRIBUTION

Variable Costs Per Unit £ -

Contribution Per Unit £ -

FIXED COSTS & OVERHEADS per annum per month

Annual Overheds & Fixed Costs £ - £ -

BREAK EVEN POINT per annum per month

Number of Units Required to Break Even #DIV/0! Units #DIV/0! Units

Sales Revenues Required to Break Even £ #DIV/0! pa £ #DIV/0! pcm

Produced with INNOVATEUR.CO.UK Financial Modelling Software

BREAK EVEN SENSITIVITY XYZ Co Ltd

Base Case Price & Break Even Information Per Year

Price Achieved per Unit £ -

Variable Costs Per Unit £ -
Contribution Per Unit £ -
Annual Overheds & Fixed Costs £ -
Number of Units Required to Break Even #DIV/0! Units
Sales Revenues Required to Break Even £ #DIV/0! pa

SENSITIVITY OF BREAK EVEN POINT:

CHANGE FROM BASE CASE -50% -20% Base Case 0% 20% 50% 300%

PRICES £ - #DIV/0! £ - #DIV/0! £ - #DIV/0! £ - #DIV/0! £ - #DIV/0! £ - #DIV/0!

Contribution per Unit - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0!
BEP Revenues £ #DIV/0! #DIV/0! £ #DIV/0! #DIV/0! £ #DIV/0! #DIV/0! £ #DIV/0! #DIV/0! £ #DIV/0! #DIV/0! £ #DIV/0! #DIV/0!
BEP Units #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!

CHANGE FROM BASE CASE -50% -20% Base Case 0% 20% 50% 300%

FIXED COSTS £ - #DIV/0! £ - #DIV/0! £ - #DIV/0! £ - #DIV/0! £ - #DIV/0! £ - #DIV/0!

Contribution per Unit - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0!
BEP Revenues £ #DIV/0! #DIV/0! £ #DIV/0! #DIV/0! £ #DIV/0! #DIV/0! £ #DIV/0! #DIV/0! £ #DIV/0! #DIV/0! £ #DIV/0! #DIV/0!
BEP Units #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!

CHANGE FROM BASE CASE -50% -20% Base Case 0% 20% 50% 300%

VARIABLE COSTS £ - #DIV/0! £ - #DIV/0! £ - #DIV/0! £ - #DIV/0! £ - #DIV/0! £ - #DIV/0!

Contribution per Unit - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0! - #DIV/0!
BEP Revenues £ #DIV/0! #DIV/0! £ #DIV/0! #DIV/0! £ #DIV/0! #DIV/0! £ #DIV/0! #DIV/0! £ #DIV/0! #DIV/0! £ #DIV/0! #DIV/0!
BEP Units #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!

Produced with INNOVATEUR.CO.UK Financial Modelling Software

PROFIT ANALYSIS ALONG THE BREAK EVEN CURVE XYZ Co Ltd

Price & Break Even Information Per Year

Price Achieved per Unit £ -

Variable Costs Per Unit £ -
Contribution Per Unit £ - Per Month
Annual Overheds & Fixed Costs £ - -
Number of Units Required to Break Even #DIV/0! Units #DIV/0! Units
Sales Revenues Required to Break Even £ #DIV/0! pa #DIV/0! pcm

PROFIT / LOSS AT VARIOUS SALES LEVELS

% of BEP % 50% 100% 150% 200% 250% 300%

Units #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!

Variable Costs / Unit £ - - - - - -
Fixed Costs £ - - - - - -
Total Costs at this Level £ #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
Sales Revenues at this Level £ #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
Profit / Loss per Further / Lesser Unit Sold £ 0 0 0 0 0 0

Profit (Loss) £ #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!

Produced with INNOVATEUR.CO.UK Financial Modelling Software

 £ XYZ Co Ltd

Break Even Chart

-
#DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
Units Sold

Fixed Costs Total Costs at this Level Sales Revenues at this Level

Produced with INNOVATEUR.CO.UK Financial Modelling Software