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Slide Makeover #89: Showing breakeven analysis

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Breakeven analysis is a typical task when considering an investment in new facilities, equipment, or marketing efforts. Executives need to know how long it will be before their investment pays off. This makeover shows how you can show the breakeven visually instead of a spreadsheet or table of numbers.

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Slide Makeover #89: Showing breakeven analysis

  1. 1. Slide Makeover #89: Showing breakeven analysis Based on Dave Paradi’s ideas at www.ThinkOutsideTheSlide.com
  2. 2. Breakeven analysis is a typical task when considering an investment in new facilities, equipment, or marketing efforts. Executives need to know how long it will be before their investment pays off. This is typical …
  3. 3. Breakeven analysis Feb Mar Apr May June July Capital 65 OpEx 12 14 14 14 13 Revenue 26 34 42 44 44 Cum Net -65 -51 -31 -3 27 58
  4. 4. While the numbers are accurate, it can be much more effective when the analysis is shown visually, like this …
  5. 5. -65 -12 -14 -14 -14 -13 26 34 42 44 -100 -80 -60 -40 -20 0 20 40 60 80 Feb Exp Feb Revenue Mar Exp Mar Revenue Apr Exp Apr Revenue May Exp May Revenue June Exp June Revenue July Exp July Revenue CumulativeNetIncome Capital Expense Operating Expense Additional Revenue After initial investment in Feb, achieve breakeven in June 44
  6. 6. This visual is related to the popular finance visual called a waterfall graph. The segments show the level of investment or revenue during that time period. The executives can quickly identify when the cumulative net income crosses the breakeven line.
  7. 7. This visual is created using a stacked column graph in PowerPoint. The segments “float” by using spacer segments that are set to be invisible. Using invisible chart elements is one of the advanced level techniques that can allow you to use charts for more complex data visuals.
  8. 8. Before After Lessons: 1. Use visuals instead of spreadsheets. 2. Make it easy for the audience to see the key point. 3. Use invisible elements in a graph to position visible elements. Quick recap: More makeovers available at www.SlideMakeoverVideos.com
  9. 9. If you would like me to help your team create presentations that have a clear message with focused content and effective visuals, get in touch: P: 905-510-4911 E: Dave@ThinkOutsideTheSlide.com W: www.ThinkOutsideTheSlide.com

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