Bundle Analyser Tool

When to use this tool

Reach for this whenever you’re putting several items together as one discounted deal — a meal deal, a drink-and-snack combo, a sharing platter — and you want to know whether it still makes good money. The tool works out the contribution and margin on each bundle, checks them against your cost-of-sales (or gross-profit) budget, and totals up what you’d make at the volume you forecast.

How to use it

1. List the items in the bundle. Add a row for every product in the deal and fill it in fully — the whole analysis is built from this table. For each item set whether it’s food or drink (this blends your budget correctly), how many are in the bundle (Qty), its normal individual selling price including VAT, what it costs you to make excluding VAT, and how many you currently sell a period on its own.
2. Name the bundle. Give your deal a short name. It shows in the verdict and on the PDF report, so you can tell scenarios apart.
3. Set your cost-of-sales budget. Enter your target food and drink cost of sales, or flip the toggle to gross profit if you work that way. Not sure of your numbers? Leave the typical 35% food and 25% drink. The tool blends the two by this bundle’s food/drink mix and checks the deal against that budget.
4. Set the bundle price and discount. Type the single price you’ll charge for the whole deal, or the discount off buying the items separately — each one fills in the other. The discount is simply how much cheaper the bundle is than buying every item individually.
5. Forecast how many you’ll sell. Enter your best estimate of how many bundles you’ll sell in a period, and the most you could realistically sell (which caps the sliders). The forecast drives your total contribution and the verdict, so set it honestly — then drag the slider to test other volumes.
6. Set your VAT rate. Use your country’s rate — the UK’s is currently 20%. Set it to 0% if VAT doesn’t apply to you.
7. Add any royalty or commission. If you pay a royalty or commission on sales, toggle it on and set the rate (and whether it’s charged on net or gross). It’s taken off the bundle’s contribution. Leave it off if you don’t pay one.
8. Read the chart and the verdict. The chart plots your total contribution as bundle sales grow, with a marker at the volume you forecast. The verdict sums it up — your contribution, margin, cost of sales or gross profit against budget, and any royalty — flagging anything that needs attention in red.

How the numbers work

For one sale, the tool takes the bundle price, strips out VAT to get net revenue, then deducts the items’ cost and any royalty. What’s left is the contribution — the cash that sale puts towards your labour, rent and profit. Its contribution margin is that figure as a percentage of net revenue. Cost of sales (the item cost as a share of net revenue) is checked against your blended budget, so a deal can be nicely profitable yet still flag if its margin runs thin.

Multiply the per-bundle contribution by the number you forecast and you get your total contribution for the period — the chart plots that as your forecast grows, with a marker at the volume you expect to sell. The cost-of-sales (or gross-profit) check is measured on net revenue, so a profitable-looking deal still gets flagged if its margin is quietly running too thin against your budget.

Jargon buster

Contribution

What’s left from a sale after the items’ cost and any royalty — the cash that goes towards labour, rent and profit.

Net revenue

Your sales with VAT stripped out. Cost of sales, gross profit and contribution are all worked out on this figure.

Cost of sales

What the items cost you to make, shown as a percentage of net revenue. The lower it is, the more margin you keep.

Gross profit

Net revenue left after cost of sales (so gross profit % = 100% − cost of sales %). It’s before any royalty.

Contribution margin

Contribution as a percentage of net revenue — what’s left after cost of sales and any royalty.

Blended budget

Your food and drink targets combined, weighted by how much of this bundle’s revenue is food versus drink — the single figure the deal is checked against.

Selling separately

What you’d make selling the same items individually at their normal prices — shown per sale so you can see the discount the bundle gives.

Discount

How much cheaper the bundle is than buying the items separately, as a percentage off.

Good to know

• A discounted bundle contributes less per sale than the items sold apart, so it wins on volume — the chart shows how many you need to sell to come out ahead.
• Cost of sales is your item cost only; VAT and any royalty are handled separately, so the budget check stays clean.
• Costs go in ex‑VAT, prices inc‑VAT — the tool does the VAT maths for you.
• Nothing you type leaves your browser; your figures stay on this device.