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Slide 1 ___________________________________ 4.4 Basic s of Cost-Volume -Pr ofit T he Company ___________________________________ Contr ibution Inc ome State me nt F or the Ye ar ending De c e mber 31 ___________________________________


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SLIDE 1

Slide 1

4.4 Basic s of Cost-Volume -Pr

  • fit

E xhibit T 4M4~1 Contribution Inc ome Sta tement for T HE COMPANY

Contr ibution Ma r g in R atio

600

Ne t Ope rating

720

L ess F

ixe d

25 $ 4.00 1,320

Contr ibution Mar gin

75 $12.00 3,960

L e ss Va r

iable

100 $16.00 5,280

Sa le s (330 widgets)

% Pe r Unit T

  • tal

F

  • r the Ye ar ending De c e mber 31

Contr ibution Inc ome State me nt

T he Company

2005 KD Ha the wa y-Dia l

___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ Slide 2

$(12,000) $ 82,000 $160,000 5,000 4 $35,000 $ 6 $280,000 20,000 3 $ 40,000 $170,000 $15 $350,000 2 $ 90,000 $162,000 $270,000 9,000 1 Net Operating Income (loss) Fixed Expense Contribution Margin per Unit Variable Expense Sales Units Sold Case

Be low is a puzzle to he lp you unde r stand how e a c h c ompone nt r e la te s to the othe r . Go to the ne xt slide to se e Case 1 c omple te d. T he n c omple te the re maining c ase s be fore looking at the solution

Unde r standing C-V-P

2005 KD Ha the wa y-Dia l

___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ Slide 3

Unde r standing C-V-P

18,000

Net Operating I ncom e

90,000

Less fixed expenses

12 108,000

Contribution Margin

18 162,000

Less Variable expense

30 270,000

Sales

9000

# units sold Per Unit Total Per Unit Total Per Unit Total Per Unit Total Case # 4 Case # 3 Case # 2 Case # 1

1 1 2 3 4 270,000 – 162,000 108,000 – 90,000 270,000/ 9,000 162,000/ 9,000 2 NUMBE RS GIVE N IN PR OBL E M 3 4 5 5 108,000/ 9,000 or 30- 18

E xhibit T 4M4~2 C-V- P e xample

2005 KD Ha the wa y-Dia l

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SLIDE 2

Slide 4

Unde r standing C-V-P

(12,000) 35,000 40,000 18,000

Net Operating I ncom e

82,000 85,000 170,000 90,000

Less fixed expenses

12 60,000 6 120,000 15 210,000 12 108,000

Contribution Margin

20 100,000 14 280,000 10 140,000 18 162,000

Less Variable expense

32 160,000 20 400,000 25 350,000 30 270,000

Sales

5,000 20,000 14,000 9000

# units sold Per Unit Total Per Unit Total Per Unit Total Per Unit Total Case # 4 Case # 3 Case # 2 Case # 1

NUMBE RS GIVE N IN PR OBL E M

2005 KD Ha the wa y-Dia l

___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ Slide 5

WHAT IF …

Using the Contr ibution Inc ome State me nt c an be use ful in what if ana lysis…a nswe r the following what if que stions be low

  • 1. Wha t if…volume of sa le s inc re a se d

by 20% by inc re a sing a dve rtising by $15,000

  • 2. What if… the sale s pric e inc re ase s by $0.80

pe r unit but volume de c re a se d by 10%

  • 3. Wha t if…the sale s pric e inc re a se d by 10% ,

varia ble e xpe nse s inc re a se d by $0.80, and volume de c re a se d by 20%

2005 KD Ha the wa y-Dia l

___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ Slide 6

WHAT IF …Using this as the or ig inal infor mation 600

Ne t Ope rating

720

L e ss F

ixe d

25 $ 4.00 1,320

Contr ibution Mar gin

75 $12.00 3,960

L e ss Va ria ble

100 $16.00 5,280

Sale s (330 widgets)

% Pe r Unit T

  • tal

F

  • r the Ye a r ending De c e mber 31

Contribution Inc ome Sta te me nt

T he Company

E xhibit T 4M4~3 Contribution Inc ome Sta tement for T HE COMPANY

2005 KD Ha the wa y-Dia l

___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________

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SLIDE 3

Slide 7

WHAT IF #1…

714

Net

  • perating

870

Less Fixed

25 $ 4.00 1,584

CM

75 $12.00 4,752

Less Variable

100 $16.00 6,336

Sales % Per Unit Total

$870 $720 396 units 330 units

NEW OLD 1 1 330 X 1.20 2 2 720 + 150

Good De c ision? Ye s… Ne t Ope ra ting inc rea se d by $114 or 19% 3 4 3 4 396 X $16.00 396 X $12.00

* *

Common e r ror is to use the old volume to c a lc ula te va r ia ble c osts

  • 1. Wha t if…volume of sa le s inc re a se d by

20% by inc re a sing a dve rtising by $150

2005 KD Ha the wa y-Dia l

___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ Slide 8

WHAT IF #2…

706

Net

  • perating

720

Less Fixed

29 $ 4.50 1426

CM

71 $ 12.00 3,564

Less Variable

100 $ 16.80 4,990

Sales % Per Unit Total

297 units 330 units $16.80 $16.00

NEW OLD

  • 2. What if… the sale s pric e inc r

e ase s by $0.80 pe r unit but volume de c re ase d by 10%

1 2 1 2 $16.00 + $0.80 330 X 0.90 3 297 X $16.80 4 297 X $12.00 3 4 Good De c ision? Ye s… Ne t Ope ra ting inc rea se d by $106 or 18%

2005 KD Ha the wa y-Dia l

___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ Slide 9

WHAT IF #3…

  • 3. What if… the sale s pric e inc r

e ase d by 10%, variable e xpe nse s inc re ase d by $0.80, and volume de c re a se d by 20%

547

Net

  • perating

720

Less Fixed

27 $ .80 1,267

CM

73 $12.80 3,379

Less Variable

100 $17.60 4,646

Sales % Per Unit Total

264 330 $12.80 $12.00 $17.60 $16.00

NEW OLD 1 2 1 2 3 4 $16.00 X 1.10 $12.00 + 0.80 330 X 0.80 (80% ) 264 X $17.60 4 5 3 5 264 X $12.80

Good De c ision? NO… Ne t Ope ra ting de c re ase d by $53 or 9%

2005 KD Ha the wa y-Dia l

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