Finance template

Discount & Margin Calculator Template

What a discount costs in margin, and the volume needed to stand still.

Sheets 2 Live formulas 60 File .xlsx · 9 KB Category Finance
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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£120CDiscountNet priceProfit/unitNew margin
4Unit cost£72.000.0%=$B$3*(1-$D4)=$E4-$B$4=IF($E4=0,0,$F4/$E4)
52.5%=$B$3*(1-$D5)=$E5-$B$4=IF($E5=0,0,$F5/$E5)
6Gross profit per unit=$B$3-$B$45.0%=$B$3*(1-$D6)=$E6-$B$4=IF($E6=0,0,$F6/$E6)
7Gross 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)
8Markup 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)
9Price 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)
10Max discount before zero profit=$B$715.0%=$B$3*(1-$D10)=$E10-$B$4=IF($E10=0,0,$F10/$E10)
1117.5%=$B$3*(1-$D11)=$E11-$B$4=IF($E11=0,0,$F11/$E11)
Rows 4 onward of ‘Calculator’. The workbook ships with sample data throughout so every formula has something to calculate the moment you open it.

What’s in the file

Start hereCalculator

What it explains

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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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