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Map Costs and Sales in Excel
With This Breakeven Chart

Here's a well-known way to see how your costs and profits vary
with your monthly sales. You can start to track your own
breakeven point today!

When I worked as a CFO, my monthly reports always included a breakeven chart. It was one of the most popular reports that I produced.

But during many years of consulting I've never seen a breakeven chart created by others. I'm sure that other companies use them, but they don't seem to be common.

The reason they aren't common, I think, is that they take some work and thought to create. In the press of daily business there's seldom time to create them.

So now you can quickly and easily generate a breakeven chart for your own company.
 

A Brief Introduction

As you probably learned in school, businesses have costs that tend to vary with sales, and costs that don't. These are called variable and fixed costs, respectively.

In the chart above, the fixed costs of 40 are represented by the horizontal Fixed Costs Line.

The diagonal line that begins at 40 is the Total Costs Line. At any point on this line, total costs equal fixed costs plus variable costs.

The diagonal line that begins at zero is the Total Revenue Line. Performance below that line means that sales exceed total costs, and are therefore profitable.

The Breakeven Point is where the Total Revenue Line crosses the Total Costs Line. That is, it's where total costs equal total revenue.

Finally, in the chart above, you'll see markers that represent recent monthly performance. The one white marker shows performance for the most-recent month.

Seting Up Your Data

This table contains the data and calculations needed to support the breakeven chart.

Columns B and D contain actual values that you enter each month from your accounting system. Column A contains the date value for each row of data. The other columns contain calculations.

To enter your data, just erase the same data and enter your own. Add new rows of data, insert new rows between the gray borders, copy formulas as needed, then enter your data.

This is a quick, easy, and inexpensive way to generate a very useful view of your business performance.

Get it out today!

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Breakeven Chart workbook, only $14.95.

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Download the workbook immediately...

Breakeven Chart workbook, only $14.95.