How much organization can you afford?

Instructions for Use:

1

The Simple Input tab has a series of modules that address specific questions regarding hiring. Be sure to complete the information in the first module, as all the other modules use that information.

2

The Complex Analysis requires more information, but provides a much more extensive analysis of the impact of managerial decisions and the economic environment. Use for answers to "What-If" questions that have a multiple of variables to consider.

3

Percentage entries should be made in decimal form. Example: 5.3% should be entered as .053.

4

File Management

PRINT: Portrait, Margins=Minimum, Scale=Default

How much organization can you afford?

(Complete this section first)

What is my company's current BE point?

% of Sales

Total sales ($):

Variable costs ($):

Fixed costs ($):

Profit ($):

Break-Even ($):

How will hiring an employee for $X (fully loaded) affect my BE point?

Annual base salary ($):

Annual bonus (%):

(enter decimal)

Employment taxes (%):

(enter decimal)

Annual benefits (%):

(enter decimal)

Total annual cost of new hire ($):

Adjusted annual break-even ($):

How will hiring a new manager for $X who will be able to achieve a Y% reduction in variable costs by better controlling those costs affect my BE point?

Fully-loaded annual cost of a manager (X) ($):

Reduce material and direct labor costs by (Y) (%):

(enter decimal)

Adjusted annual break-even ($):

I want to give myself a raise of $X next year. How much more in sales will I have to make to afford that?

Amount of the raise you want (X) ($):

New annual sales to afford the raise($):

I want to give myself a raise of $X next year and make sure I have a profit of $Y. How much more in sales will I have to make to afford that?

Amount of the raise you want (X) ($):

Amount of profit you need to show(Y)($):

New annual sales to afford the raise($):

How Much Organization Can You Afford?

Date Prepared:

Prepared By:

Your Income Statement

% Sales

% Change

Note

New Result

% Sales

Sales

Less Variable Costs:

% Change

Direct Materials

Direct Labor (inc. Supervisors)

Sales Commissions

Other Charges

Total Variable Costs

Total Variable Costs

Contribution Margin (Sales-VC)

Contribution Margin (Sales-VC)

Less: Fixed Costs:

$ Change

Advertising

Depreciation

Insurance

Mgmt and Office Payroll

Payroll Taxes

Rent

Utilities

Vehicle Expenses

Wages

Total Fixed Costs

Total Fixed Costs

Net Operating Income:

Net Operating Income:

Current Break-Even Sales:

Revised Break-Even Sales:

How much organization can you afford?

(Complete this section first)

What is my company's current BE point?

% of Sales

Total sales ($):

Variable costs ($):

Fixed costs ($):

Profit ($):

Break-Even ($):

How will hiring an employee for $X (fully loaded) affect my BE point?

Annual base salary ($):

Annual bonus (%):

(enter decimal)

Employment taxes (%):

(enter decimal)

Annual benefits (%):

(enter decimal)

Total annual cost of new hire ($):

Adjusted annual break-even ($):

How will hiring a new manager for $X who will be able to achieve a Y% reduction in variable costs by better controlling those costs affect my BE point?

Fully-loaded annual cost of a manager (X) ($):

Reduce material and direct labor costs by (Y) (%):

(enter decimal)

Adjusted annual break-even ($):

I want to give myself a raise of $X next year. How much more in sales will I have to make to afford that?

Amount of the raise you want (X) ($):

New annual sales to afford the raise($):

I want to give myself a raise of $X next year and make sure I have a profit of $Y. How much more in sales will I have to make to afford that?

Amount of the raise you want (X) ($):

Amount of profit you need to show(Y)($):

New annual sales to afford the raise($):

How Much Organization Can You Afford?

Date Prepared:

Prepared By:

Your Income Statement

% Sales

% Change

Note

New Result

% Sales

Sales

Less Variable Costs:

% Change

Direct Materials

Direct Labor (inc. Supervisors)

Sales Commissions

Other Charges

Total Variable Costs

Total Variable Costs

Contribution Margin (Sales-VC)

Contribution Margin (Sales-VC)

Less: Fixed Costs:

$ Change

Advertising

Depreciation

Insurance

Mgmt and Office Payroll

Payroll Taxes

Rent

Utilities

Vehicle Expenses

Wages

Total Fixed Costs

Total Fixed Costs

Net Operating Income:

Net Operating Income:

Current Break-Even Sales:

Revised Break-Even Sales: