STEP 1: Fixed & Administrative Overhead
Benchmark % is a typical industry rule-of-thumb (editable). It's used below to flag where costs are running hot.
| Overhead Category | Monthly Cost | Annual Cost | % of Revenue | Benchmark Max % | Status |
|---|---|---|---|---|---|
| Total Fixed Overhead (Annual) | $0 | $0 | |||
STEP 2: Total Annual Revenue
| Revenue Source | Monthly | Annual |
|---|---|---|
| Total company revenue (all divisions) | $0 |
STEP 3: Overhead Percentage
Overhead % = Total Annual Fixed Overhead ÷ Total Annual Revenue
Overhead Percentage
0.0%
How This Compares Nationally
Reported ranges vary by source and by how loosely "overhead" is defined, but across contractor coaching groups, field-service platforms, and industry benchmark reports, a reasonable synthesis is:
| Under 20–25% | Tight, well-run operation |
| 25–35% | Typical, healthy range for most HVAC companies |
| 40%+ | Red flag, usually driven by low job volume relative to fixed cost, not just overspending |
Enter your numbers above to see how you compare.
These are general reference bands, not a target to chase. Your own benchmark percentages above are what actually matter. A national average tells you little; your line-by-line numbers tell you everything.
Where You're Bleeding
Any category running above its benchmark % of revenue shows up here, with the dollar amount over target, so you know the specific lines to dig into first.
Categories Over Benchmark
Enter revenue and cost figures above to see results.
STEP 4: Required Margin to Be Profitable
Required Gross Margin % = Overhead % + Desired Net Profit %
| Desired Net Profit Percentage | % | |
Required Gross Margin
0.0%
Every job has to be priced to this margin, not to the profit percentage alone, or the profit gets eaten by overhead before it's ever kept.
Margin Scenarios at Current Overhead %
| Desired Net Profit % | Current Overhead % | Required Margin % |
|---|