FI-012 · Finance & Commercial
Break-Even and Unit Economics Toolkit
Know exactly how many units, sales or clients it takes to cover your costs, before you commit to more
IN PREPARATION

About this toolkit
A practical Finance & Commercial toolkit that helps owners and managers understand the evidence, make a controlled decision and turn it into owned action. Know exactly how many units, sales or clients it takes to cover your costs, before you commit to more.
What this toolkit helps you achieve
- Calculate contribution and break-even accurately
- Stress-test price, cost and volume assumptions
- Monitor actual performance against the decision case
What’s included
- The Four-Part Unit Economics Cycle: Calculate, Test, Decide, Monitor
- The Five Golden Rules of break-even and unit economics, on one page
- A plain-English guide to the four pillars a break-even calculation rests on: Fixed Costs, Variable Costs, Contribution Margin, Break-Even Volume
- A worksheet and checklist for calculating and reviewing unit economics
- A twelve-question coaching bank for the conversation before, during and after a break-even decision
Contents are shown for review while the toolkit package completes verification.
Best for
Owners and managers assessing a new product, service, hire, customer proposition or equipment decision.
Expected practical outcome
Calculate break-even and true unit economics from real cost and price data before committing to a decision. Test the numbers against more than one scenario, and revisit them periodically rather than only when something feels wrong.