Task IntentFinances
Calculate Break-Even Point
Determine your store break-even point in units and revenue, and model scenarios for different pricing and cost structures.
What This Sidekick Query Does
Determine your store break-even point in units and revenue, and model scenarios for different pricing and cost structures.
Prompts
Copy, adapt, and run this directly in Shopify Sidekick.
Help me calculate the break-even point for my Shopify store: Fixed Costs (Monthly): List all costs that stay the same regardless of sales volume: Shopify plan subscription: [AMOUNT] App subscriptions total: [AMOUNT] Rent or workspace costs: [AMOUNT] Salaries and payroll: [AMOUNT] Insurance: [AMOUNT] Software tools and services: [AMOUNT] Loan or debt payments: [AMOUNT] Other fixed costs: [LIST WITH AMOUNTS] Total fixed costs: (calculated) Variable Costs (Per Order): List costs that change with each sale: Average product cost (COGS per unit): [AMOUNT] Payment processing fee per order: [PERCENTAGE + FLAT FEE] Shipping cost per order (average): [AMOUNT] Packaging materials per order: [AMOUNT] Marketplace or channel fees: [PERCENTAGE IF APPLICABLE] Returns and refunds allowance: [PERCENTAGE OF ORDERS] Other variable costs: [LIST WITH AMOUNTS] Total variable cost per order: (calculated) Revenue Assumptions: Average selling price (ASP) or average order value: [AMOUNT] Average units per order: [NUMBER] Average discount rate applied: [PERCENTAGE] Break-Even Calculations: Contribution margin per order = AOV - variable costs per order Break-even orders = total fixed costs / contribution margin per order Break-even revenue = break-even orders x AOV Break-even daily orders = monthly break-even / 30 Current margin of safety (how far above or below break-even am I?) Scenario Modeling: Calculate break-even under different conditions: Scenario A: Price increase of [10]% with [5]% volume decrease Scenario B: COGS reduction of [15]% (new supplier or negotiation) Scenario C: Fixed cost increase of [AMOUNT] (hiring, new tool) Scenario D: Marketing spend increase of [AMOUNT] with [X]% revenue lift Scenario E: Custom scenario: [DESCRIBE YOUR SCENARIO] Sensitivity Analysis: How does break-even change with each $1 increase in AOV? How does break-even change with each 1% reduction in COGS? At what discount level do I start losing money per order? Minimum viable order count to sustain current operations Visual Output: Break-even chart showing costs, revenue, and intersection point Monthly P&L projection at break-even volume vs current volume Timeline: when will I reach break-even if growing at [GROWTH RATE]%? Present all calculations clearly with formulas so I can update the numbers.
Expected Output
Determine your store break-even point in units and revenue, and model scenarios for different pricing and cost structures.
Tips to Improve Results
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