Excel workbook
Break-Even and Pricing Workbook: How Much You Must Sell and What to Charge
Enter your fixed costs and what each product or service costs and sells for, then see the sales you need and the price that reaches your target margin.
$24 one time · example and blank copies · download link by email
Who it is for
Owners pricing a product or service, planning to take owner pay, or deciding whether an investment will pay back.
Why it is different
- It works on a mix of products, not one item, using each product's share of sales.
- It converts between margin and markup, which are easy to mix up.
- A filled example for an invented candle studio and a blank copy with working formulas.
What is inside
- Start Here. Purpose, which cells to fill in and what each result means.
- Costs. Your fixed costs, owner pay and any investment you want to pay back.
- Products. Price, variable cost and expected units for each product or service, with contribution margin.
- Break-Even. Break-even sales in dollars and units, margin of safety, sales to cover owner pay and months to pay back.
- Price Finder. The price for your target margin, plus margin and markup converters and a five and ten percent sensitivity table.
- Checks. Prices below cost and missing inputs.
A look inside
Example data, real formulas
Get it
Break-Even and Pricing Workbook
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. The price finder assumes sales volume stays the same when price changes, which real customers may not do. Results are only as good as the costs you enter. Not financial, tax or legal advice. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Free starter
Try a free one-tab version first
A small working Excel file with the same kind of math, filled with made-up example numbers you can type over. We send one confirmation email, and no series follows.
Rather hand it off?
We can keep the books for you each month
If tracking this yourself is more than you want to take on, we do monthly bookkeeping in QuickBooks, Xero or Excel. Tell us what you use and what is behind, and we reply with a written quote after a short review of your books. No obligation.
Get a bookkeeping quote Free books health checkPrefer to keep it yourself but want a hand getting started? Book a 45 minute setup session ($65).
Buy it with the others
Bundle
Business Planning Bundle
This product plus 3 more, in one download.
$79 instead of $106 separately
Bundle
Product Seller Bundle
This product plus 2 more, in one download.
$65 instead of $82 separately
Month-End Close Workbook
A real month-end close in one Excel file. It tells you when a rec does not tie, which variances still need an answer, and when the period is ready to lock.
$19