Formula Guide

Break Even Formula: The Complete
Break-Even Analysis Guide

Master the break even formula: calculate break-even point in units and revenue, use contribution margin, and apply it to e-commerce and campaigns.

The Break Even Formula

Break-Even (units) = Fixed Costs ÷ (Price − Variable Cost)

Break-Even (revenue) = Fixed Costs ÷ Contribution Margin Ratio

Fixed Costs

Costs that don't change with volume: rent, salaries, software, etc. Use same period as units (e.g. monthly).

Price − Variable Cost

Contribution margin per unit. Variable cost = COGS + shipping + fees per unit/order.

Result

Units (or revenue) needed so total revenue = total costs. Above that = profit.

Quick Example

Fixed costs $12,000/month. Price $60, variable cost $25.

Break-even = $12,000 ÷ ($60 − $25) = $12,000 ÷ $35 = 343 units

Break-even revenue = 343 × $60 = $20,580 per month.

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Break Even Formula Variations

Units, revenue, target profit, and margin of safety

Break-Even Units
Formula
Fixed Costs ÷ (Price per Unit − Variable Cost per Unit)
Example
$10,000 ÷ ($50 − $20) = 333.3 → 334 units
Use Case
How many units to sell to cover all costs

Denominator is contribution margin per unit. Use consistent period (e.g. monthly fixed costs → monthly units).

Break-Even Revenue
Formula
Fixed Costs ÷ Contribution Margin Ratio
Example
$10,000 ÷ 0.60 = $16,667 (CM ratio = ($50−$20)÷$50)
Use Case
Dollar sales needed to break even

Contribution margin ratio = (Price − Variable Cost) ÷ Price. Result is in revenue dollars.

Break-Even with Target Profit
Formula
(Fixed Costs + Target Profit) ÷ (Price − Variable Cost)
Example
($10,000 + $5,000) ÷ $30 = 500 units
Use Case
Units needed to hit a profit goal

Add desired profit to fixed costs; same formula, different 'hurdle.'

Margin of Safety
Formula
(Actual or Expected Sales − Break-Even Sales) ÷ Actual Sales × 100
Example
($25,000 − $16,667) ÷ $25,000 × 100 = 33.3%
Use Case
How far above break even you are

Percentage drop in sales you can absorb before losing money.

Break-Even for Multiple Products
Formula
Fixed Costs ÷ Weighted Avg Contribution Margin
Example
Blend CM by mix: 60% product A ($30 CM) + 40% B ($15) = $24; BE = $10,000 ÷ $24
Use Case
Store or product line with multiple SKUs

Weight contribution margin by expected sales mix.

Worked Examples

Step-by-step break-even calculations

1

Break-Even in Units

Scenario

Monthly fixed costs $15,000. Product sells for $80; variable cost (COGS + shipping + fees) is $35 per unit.

  1. 1 Fixed Costs = $15,000
  2. 2 Contribution margin per unit = $80 − $35 = $45
  3. 3 Break-even units = $15,000 ÷ $45 = 333.33
  4. 4 Round up: 334 units per month to break even
Result

You need to sell 334 units per month to cover all costs.

Interpretation

Every unit beyond 334 contributes $45 to profit. Use this to set sales targets and evaluate promotions.

2

Break-Even Revenue

Scenario

Same as above. What revenue do you need to break even?

  1. 1 Contribution margin ratio = ($80 − $35) ÷ $80 = 0.5625
  2. 2 Break-even revenue = $15,000 ÷ 0.5625 = $26,667
  3. 3 Check: 334 units × $80 ≈ $26,720 ✓
Result

Break-even revenue is $26,667 per month.

Interpretation

Use revenue-based break even when you have a blend of products; ensure your mix matches the assumed contribution margin.

3

Break-Even for a Paid Campaign

Scenario

You spend $2,000 on a Facebook campaign (fixed). AOV $65, variable cost $28 per order. How many orders to break even on the campaign?

  1. 1 Campaign fixed cost = $2,000
  2. 2 Contribution per order = $65 − $28 = $37
  3. 3 Break-even orders = $2,000 ÷ $37 = 54.05
  4. 4 Need 55 orders from the campaign to cover ad spend
Result

55 orders from this campaign to break even. Any additional orders are profit (before other fixed costs).

Interpretation

If your cost per acquisition (CPA) is $2,000 ÷ 55 ≈ $36, you need CPA below contribution margin to profit on the campaign.

Common Break-Even Mistakes

Errors that distort your break-even point

Mixing Time Periods

Using annual fixed costs with a monthly price or variable cost, or vice versa.

How to Fix

Use one period throughout: e.g. monthly fixed costs, monthly units, and price per unit. Or annualize everything.

Ignoring Variable Costs

Treating COGS, shipping, or payment fees as zero or folding them into fixed costs.

How to Fix

Variable cost per unit must reflect all costs that scale with each sale. Otherwise break-even is overstated.

Using Average Price with Multiple Products

Using store-wide AOV when contribution margin varies a lot by product.

How to Fix

Use weighted average contribution margin by sales mix, or calculate break even per product line.

Forgetting One-Time or Semi-Fixed Costs

Omitting setup costs, launch campaigns, or step-costs (e.g. new hire at 500 orders).

How to Fix

Include all costs that must be covered in the period. For step-costs, recalc when you cross the threshold.

How to Track Costs and Revenue for Break-Even

Ways to get the numbers you need for break-even analysis

Option 1: Spreadsheets

Export fixed and variable costs from your books and orders. Calculate contribution margin and break-even manually. Update when costs or mix change.

Pros
  • Full control
  • No extra cost
Cons
  • Manual
  • Static
  • Hard to segment

Option 2: Accounting or ERP

Use P&L and cost allocation from your accounting system. Good for fixed vs variable split; often lacks per-order variable cost by channel or product.

Pros
  • Accurate P&L
  • Audit trail
Cons
  • Not always order-level
  • Delayed data
Recommended

Option 3: StoreRadar

StoreRadar gives you revenue, orders, and margins by segment. Combine with your fixed costs to see break-even by product, channel, or campaign in real time.

Pros
  • Real-time revenue and margins
  • Segment-level view
  • Orders and AOV
Cons
  • Monthly subscription
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Related Formulas

Break-even builds on margin and cost metrics

Formula Calculation Relationship
Contribution Margin Price − Variable Cost per Unit Building block of break-even; profit per unit
Gross Margin (Revenue − COGS) ÷ Revenue × 100 Margin view; COGS is main variable cost for many stores
Profit Margin Net Profit ÷ Revenue × 100 Beyond break even; profit as % of revenue
COGS Cost of Goods Sold Key variable cost in break-even
AOV Revenue ÷ Orders Price per 'unit' when unit = order

Frequently Asked Questions

Common questions about break even

Break-even (units) = Fixed Costs ÷ (Price per Unit − Variable Cost per Unit). Break-even (revenue) = Fixed Costs ÷ Contribution Margin Ratio, where Contribution Margin Ratio = (Price − Variable Cost) ÷ Price. You break even when total revenue equals total costs (fixed + variable).

Fixed costs don't change with volume: rent, salaries, software subscriptions, insurance. Variable costs change with each unit sold: COGS, shipping per order, payment processing. Semi-variable (e.g. labor that scales) can be split or allocated for the formula.

Use store-level fixed costs (rent, salaries, marketing fixed, software) and average variable cost per order (COGS + shipping + payment fees). Price = average order value or average revenue per order. Break-even units = number of orders needed; multiply by AOV for break-even revenue.

Contribution margin = Price − Variable Cost per unit. It's the amount each unit contributes toward covering fixed costs. Contribution margin ratio = (Price − Variable Cost) ÷ Price, expressed as a decimal or percentage. Higher margin means fewer units needed to break even.

Given fixed and variable costs, you can solve for the price (or volume) needed to break even. Minimum price = Variable Cost + (Fixed Costs ÷ Expected Units). Use it to test whether a price point or promotion can cover costs at expected volume.

Treat the campaign or product launch as its own 'mini business': fixed cost = campaign spend + fixed allocation; variable = cost per sale. Break-even units = campaign fixed cost ÷ (price − variable cost). Compare to expected conversion volume to see if the campaign pays for itself.

See Revenue and Margins in Real Time

StoreRadar gives you revenue, orders, and margins by product and channel—so you can run break-even and contribution analysis on live data.

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