Small Business Planner Spreadsheet, Break Even and MOQ Order Quantity Calculator, Excel and Google Sheets Template, Digital Download

Excel and Google Sheets tool. Not a printable, not party decor.

Should you order 100, 300, 500 or 1000 units? This sheet compares every MOQ tier on profit, cash tied up and payback period, then tells you which one to take.

THE PROBLEM

A bigger order gets you a lower unit price. It also ties up your cash for longer. Suppliers quote the discount and never mention the months your money sits in a warehouse.

WHAT IT SHOWS FOR EVERY TIER

•⁠ ⁠Unit cost at that quantity

•⁠ ⁠Total cash required up front

•⁠ ⁠Net profit and net margin

•⁠ ⁠ROI

•⁠ ⁠Months to sell through at your current sales rate

•⁠ ⁠Automatic BUY / CAUTION / DON'T BUY status

THE PART MOST SHEETS MISS

A tier that takes more than 6 months to sell through is downgraded to CAUTION even when the margin looks healthy. A cheap unit price that locks up your cash for a year is not a good deal, and this is the trap the file is built to catch.

Tiers marked DON'T BUY are removed from the ranking, so the tier ranked number one is always one you should actually take.

WHAT YOU GET

•⁠ ⁠1 Excel file (.xlsx) with 3 tabs: instructions, calculator, dashboard

•⁠ ⁠Works in Excel on Windows and Mac, and in Google Sheets

•⁠ ⁠No add-ins, no macros, no subscription

•⁠ ⁠Sample data included. Clear it and enter your own.

HOW IT IS SET UP

Blue text on yellow cells are yours to edit. Formula cells are locked so you cannot break them by accident, with no password if you want to change the structure.

DELIVERY AND REFUNDS

Digital download only. No physical item will be shipped. Your file is available immediately after payment. Because files are delivered instantly, all sales are final.

If something does not work the way you expected, message me. I will fix it and send you the updated file.

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Built with AI assistance, then tested and corrected by me. Every formula in this file was recalculated and stress-tested before it shipped, including blank-sheet and partial-data scenarios.