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Break-Even Point: No Profit, No Loss

  • the level of sales needed for a business to cover all its costs
  • Any sales beyond this point contribute to profit!
  • a critical financial calculation
  • assesses financial performance
  • ensures that revenue covers costs to achieve profitability
  • At the break-even point total revenue = total costs.
  • helps set sales targets

Formula to calculate the break-even point (in units) 

Break-even point (units) = Fixed costs/(Price per unit − Variable cost per unit)

  • fixed costs = $10,000
  • sells a product at $50 per unit
  • the variable cost per unit (cost of producing each unit) is $30
  • the break-even point =  $10,000/($50 − $30) = 500 units
  • sell 500 units to cover fixed and variable costs
  • !understand the minimum performance required from marketing activities!
  • marketing campaign’s $:$ ratio (spendings:sales) indicates high revenue generation? company has not yet reached its break-even point?
    – refine cost structure and pricing strategy
    – OR scale up marketing efforts to cover all costs and start generating profit.

Setting realistic marketing budgets

  • assess how much revenue is generated per $1 spent => set marketing budgets
  • how many units or how much revenue is required to cover costs? = how much marketing spend is needed 
  • return below expectations => reallocate funds to more profitable campaigns
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