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Break-even Analysis

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Break-even Analysis

Break-even Analysis – how many units/services you need to sell to start gettting profits?

Break-even analysis is an important tool for project owners and financists to determine the minimum target volumes for a new project or business. The analysis will show you how much products/services the company should sell to cover its costs. Moreover, it provides you with the ability to split the costs between Cost of Goods Sold (COGS) and Selling, General & Administrative (SG&A) costs. The model will also provide calculations to choose the optimal price level depending on the number of units sold.

The model is a perfect fit for corporate presentations and Board meetings since you can quickly evaluate decisions and “play” with inputs to find the right way of development. It is also applicable to determine the minimum required target for your business. The model does not substitute the real project plan though, hence, if you need one, contact us at

Functionality of the financial model

  • Base Case Scenario with existing levels of inputs (Price, Units solds, COGS as % of Sales, etc.)
  • Possibility to include Financing costs in the Break-even analysis
  • Breakeven analysis derivations depending on changing variables such as Units Sold, Average Price, COGS, & SG&A costs.
  • Break-even chart with fixed, variable and total costs, and sales
  • Sensativity analysis to determine the optimal price of a product/service
  • Sensativity analysis to see extreme points of COGS as % of Sales given the sales volume
  • Sensativity analysis of SG&A expenses to COGS
  • Ability to play with inputs to find out the right scenario

How to get the model?

You need to press the Add to cart button above and follow to the checkout! If you downloaded the model and try to apply it to your business, please leave us a feedback under this model. Otherwise, you are free to ask questions via our corporate email

 About us is owned and operated by AG Capital, a financial services and advisory firm. We specialize in providing Chief Financial Officer services to small and medium sized enterprises throughout North America and Europe. A team of widely experienced analysts is working on creation of Excel financial models for the website. For more information, you can visit our corporate website

8 reviews for Break-even Analysis

  1. Mayuresh Vijaykar

    nic working informatics

  2. PETROS PAPAZACHARIOU (verified owner)

    Excellent with Sensitivity Analysis!

  3. Richard

    Great simple product


    Great template.

  5. Muhammad Azim

    Useful for accounting student

  6. Maxim K

    This is great template

  7. Bahodir Amonov

    Great job!

  8. Richard

    Very basic and clear

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