SG&A Expense Analysis Template
Analyze selling, general and administrative expenses. Track major cost categories and identify spending trends and control issues.
How to use this template
Break down SG&A categories
Classify SG&A into major buckets: sales/marketing, administrative, corporate overhead, technology, and other.
Track per major GL account
For top 10-15 SG&A accounts, document current month, year-to-date, budget, and prior year. Calculate percent of revenue.
Analyze spending trends
Identify which cost categories are increasing, decreasing, or flat. Note whether changes are driven by volume, head count, or rate.
Calculate efficiency metrics
Compute SG&A as percentage of revenue. Track sales per employee, marketing spend as percentage of revenue, other efficiency metrics.
Evaluate controllability
Assess which SG&A costs are fixed vs. variable, controllable vs. uncontrollable. Identify areas management can impact.
Why use this template
- Provides visibility into operating expense structure and trends
- Identifies areas of potential cost control or elimination
- Tracks efficiency metrics important to profitability
- Supports operating margin improvement initiatives
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