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Break-even Point Analysis Using Financial Statements! (Excel Template Provided)

I will explain how to perform break-even analysis using Excel and financial statements. I am providing the Excel template used in the lecture for free.

(5.0) 2 reviews

10 learners

  • dymanagementlab
실습 중심
Management

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What you will gain after the course

  • Break-even point analysis

  • Business Analysis


DY Management Research Institute

(Director Ryu Dae-young, Ph.D. in Business Administration/Management Consultant (Finance))

I am Ryu Dae-young, who operates 'DY Management Research Institute' on YouTube and Naver Blog.

Based on my company experience and business administration studies, I want to help those working in related fields. I provide a very practical approach that can immediately help with cost accounting, management, accounting, finance, business planning, investment attraction, and overall business management. If you want to collaborate on the courses I've uploaded or in my areas of expertise, please contact me via email!


※ Area of Expertise:

  • Management/Cost Consulting, Business Feasibility Review, Financial Business Plan Development, Management Simulation, Financial Projection Development for Investment Attraction.

  • Excel practical training, Excel data visualization, work efficiency improvement using Excel. We'll cut your work time in half.

  • I welcome lecture requests, work requests, and Q&A related to specialized fields and YouTube videos.




We provide break-even point analysis lectures and Excel templates.


This Excel template is structured as follows.



※ Components of Break-Even Point Analysis

- Restructuring the income statement with fixed costs and variable costs

- Calculate contribution margin (ratio) by subtracting only variable costs from sales revenue

- Profit simulation based on revenue fluctuations

- Check revenue that achieves break-even point

- Check sales revenue that achieves target profit



※ We recommend this material to the following people.

- Those who are currently running at a loss and are curious about how much revenue they need to achieve break-even point

- Those who are generating profits but are curious about the sales revenue needed to achieve their target profit

- Those who want to maximize profits but don't know how to approach it

- Those who are preparing to start a business and want to establish a systematic business plan

Based on the company's income statement (or monthly expense/cost items and revenue), we divide costs into fixed and variable costs and derive a formula to predict profit based on revenue. Through this formula, we can determine what revenue amount is needed to reach the company's break-even point and how much revenue is required to achieve the desired profit.



It's not a difficult task. Even small and medium-sized businesses and self-employed individuals like restaurant owners can take a step closer to visible management by simply obtaining this formula. You need to see it to make decisions.


Please refer to the figure below for detailed information.














Recommended for
these people

Who is this course right for?

  • Management

  • Small business owner

Need to know before starting?

  • Cost accounting

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유튜브와 N블로그에서 'DY경영연구소'를 운영하고 있는 류대영입니다.

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  • 유튜브 DY경영연구소 : www.youtube.com/@dy-4714

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  • 엑셀 실무교육, 엑셀 활용 데이터 시각화, 엑셀을 활용한 업무효율화. 작업시간을 반으로 줄여드립니다.

  • 전문분야 및 유튜브 영상 관련하여 강의/.작업요청/Q&A환영합니다.

 

Curriculum

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3 lectures ∙ (23min)

Course Materials:

Lecture resources
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Reviews

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2 reviews

5.0

2 reviews

  • cosmos7님의 프로필 이미지
    cosmos7

    Reviews 4

    Average Rating 5.0

    5

    100% enrolled

    理論でしか知らなかった損益分岐点分析を実際のエクセル資料で学ぶことができる良い講義です。財務諸表を利用して損益分岐点を分析することは初めて学びましたが、管理会計実務が途方もない人たちにガイド役割をする良い講義です!

    • dymanagementlab
      Instructor

      良い評価とコメントありがとうございます。 損益分岐点分析は、簡単に財務諸表で管理会計の最も強力な経営分析を行うことができる方法です。エクセルテンプレートと使用方法さえ知っていれば、難しくなくすぐに活用することができます。業務に役立てばと思います。ありがとうございます。

  • lilica80027743님의 프로필 이미지
    lilica80027743

    Reviews 6

    Average Rating 5.0

    5

    100% enrolled

    講義をよく聞きました。言葉だけで聞いていた損益分岐点分析について確実に理解できる講義でした。特に提供していただくエクセル資料さえあれば弊社の損益分岐点分析も簡単にやってみることができそうです。エクセル資料を提供していただけるのでとても良いと思います。やはり残るのは資料ですからね。ありがとうございます。

    • dymanagementlab
      Instructor

      良い評価とレビューをいただき、誠にありがとうございます。 私の講義と資料がお仕事のお役に立てれば幸いです。 ありがとうございます。

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