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Break-even planning worksheet

Model the sales needed to cover fixed costs, see the margin of safety and download a clean CSV for your planning file.

No figures are uploaded or stored. Download creates the worksheet entirely in your browser.

HOW TO USE IT

Build a useful base case

Enter fixed costs for the same period as your sales forecast. Use the net selling price and variable cost per unit on a consistent VAT basis. The contribution per unit is the amount left to cover fixed costs and profit.

Break-even units = fixed costs ÷ (selling price − variable cost)

Test a downside case

Download the base case, then reduce sales volume or contribution per unit. Comparing the two worksheets shows how much room the plan has before it reaches break-even.

Continue the decision

Use the full Break-even Calculator for saved scenarios, or connect the result to the Pricing Calculator and Cash Flow Forecast Calculator.

The worksheet is a planning aid, not accounting or financial advice.