Discount & Margin Calculator Template
What a discount costs in margin, and the volume needed to stand still.
Discount & Margin Calculator Template is a free Excel workbook: 2 sheets, 60 live formulas and realistic sample data throughout, 9 KB as .xlsx.
The formulas are printed on this page, unedited, so you can check the method before downloading anything. Swap in your own numbers and the whole file recalculates — which is the part no chat window can hand you. Opens in Excel, Google Sheets, Numbers and LibreOffice; no add-in and no macro.
A look inside
This is a real slice of the Calculator sheet from the actual file — not a screenshot, and not a mock-up. Cells shown in violet are live formulas, exactly as they arrive.
| # | List price | £120 | C | Discount | Net price | Profit/unit | New margin |
|---|---|---|---|---|---|---|---|
| 4 | Unit cost | £72.00 | 0.0% | =$B$3*(1-$D4) | =$E4-$B$4 | =IF($E4=0,0,$F4/$E4) | |
| 5 | 2.5% | =$B$3*(1-$D5) | =$E5-$B$4 | =IF($E5=0,0,$F5/$E5) | |||
| 6 | Gross profit per unit | =$B$3-$B$4 | 5.0% | =$B$3*(1-$D6) | =$E6-$B$4 | =IF($E6=0,0,$F6/$E6) | |
| 7 | Gross margin | =IF($B$3=0,0,$B$6/$B$3) | 7.5% | =$B$3*(1-$D7) | =$E7-$B$4 | =IF($E7=0,0,$F7/$E7) | |
| 8 | Markup on cost | =IF($B$4=0,0,$B$6/$B$4) | 10.0% | =$B$3*(1-$D8) | =$E8-$B$4 | =IF($E8=0,0,$F8/$E8) | |
| 9 | Price needed for a 50% margin | =$B$4/(1-0.5) | 12.5% | =$B$3*(1-$D9) | =$E9-$B$4 | =IF($E9=0,0,$F9/$E9) | |
| 10 | Max discount before zero profit | =$B$7 | 15.0% | =$B$3*(1-$D10) | =$E10-$B$4 | =IF($E10=0,0,$F10/$E10) | |
| 11 | 17.5% | =$B$3*(1-$D11) | =$E11-$B$4 | =IF($E11=0,0,$F11/$E11) |
What’s in the file
What it explains
- Margin and markup are different numbers
- What a discount really costs
Download it
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<a href="https://www.datahubpro.co.uk/excel-templates/discount-margin">Discount & Margin Calculator Template</a> — free Excel template from DataHub Pro
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