Break-Even and Unit Economics Workbook

For founders and small product businesses who need straight answers: how many sales cover the costs, how much room there is, and whether each customer is worth what it costs to win.

Enter your price, average discount, expected units and target profit, then up to 12 variable cost lines ($ per unit or % of net price) and 15 monthly fixed costs. Break-Even shows contribution per unit and margin ratio, break-even units (rounded up) and revenue, units for your target profit, margin of safety, operating leverage and the price you'd need to break even, with a cost-volume-profit chart. Product Mix gives a weighted break-even across up to 10 products. Unit Economics turns units per order, orders per year and customer lifespan into average order value and lifetime value, and spend and new customers by channel into CAC, LTV:CAC and payback months. Scenarios compares five what-ifs side by side, Sensitivity shows monthly profit for price changes × volume changes, and the 12-Month Plan adds growth and launch costs to find the payback month.

Included: worked-example and blank workbooks (9 sheets, 397 formulas) and a 4-page quick-start guide (US Letter and A4) with a worked example and every formula explained.

General information, not financial, tax or investment advice.