Break-Even Sales & Payback Calculator Template

Launching a product, campaign, or investment? The key question is: “When will this pay for itself?” Break-even and payback analysis gives you the answer.

Why It Matters

• Shows the sales volume needed to cover costs.
• Identifies how long until an investment turns profitable.
• Helps compare and prioritize different initiatives.

The Math (Plain English)

• Break-even sales = Fixed Costs ÷ (Selling Price – Variable Cost)
• Payback period = Investment ÷ Annual Net Cash Inflows

Quick Example

• Fixed Costs: €50,000
• Selling Price: €100, Variable Cost: €60
• Contribution = €40 → Break-even = 1,250 units
• With €20,000 monthly profit, Payback = 3 months

Shortcut Template

Our Break-Even & Payback Calculator makes scenario planning easy — test many different assumptions and see results instantly.

The template can be downloaded instantly and is ready to use "out of the box".

Available as an separate product or in our Marketing Math Collection..

Bottom Line

Use our break-even and payback template to give you the clarity to invest with confidence.

Marketing Math Collection

This product is included in our Marketing Math Collection.

Sales and marketing math and analytics help to unlock commercially relevant insights, measure profitability and return on investment underpinning different marketing strategies, as a result increasing revenue and profitability, and improving brand perception. With the help of the right analytics, you can uncover new market niches, new product development opportunities and much more.
At the Business Tools Store, we have created a marketing math collection. We continue to expand the collection. If you feel there is any addition that would enhance the collection, we would be delighted to hear from you. Once developed we will give you a complimentary copy.