Simple Price, Gross Margin and Unit Variance Analysis

Simple Price, Gross Margin and Unit Variance Analysis

This Simple Price, Gross Margin and Unit Variance Analysis summarizes three key variables that drive earnings for most companies; Price, Gross Margin and Units Sold. The output, tables and graphs, will assist you in driving discussion around these key business drivers with your Executive Team.

This tool pinpoints which key drivers; price, units sold or gross margin are performing above, at or below budget. This information sets up the perfect framework for robust discussions on the root causes of variances and follow up action. 

The simple entries you make are converted into variances based on units, currency and percentages. These variances are graphed to make them easy to grasp and share among a group. 

The Sales (Revenue) and Gross Margin matrix includes these variances for analysis:

Sales: Revenue Variance, % Revenue Variance, Unit Sales Price Variance, % Unit Sales Price Variance

Gross Margin: Gross Mgn Variance, % Gross Man Variance, Unit Gross Mgn Variance, % Unit Gross Mgn Variance

Both: Unit Variance, % Unit Variance 

This analysis provides an excellent summary that can also be used for Board meetings.

Don’t miss the article that accompanies this tool! The Sweeping Change in Finance

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Muhammad Bilal Rashid, FCA, ACMA (UK), CGMA

Financial Controller at Tibah Airports Operation Co. LTD

4 年

Excellent article Steve Rosvold

Great article Steve Rosvold!? Making "Accounting terms" in to business terms (ie. price variance: how much we sold at prices higher than we thought) can be very insightful for management and drive even further improved performance.

Steve Elliott

My posts, opinions and comments are my own and do not represent my employer in any way

4 年

A great refresher Steve!

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