Opex Variables

This article explains Opex (Operating Expenses) variables in Model Reef.

You will learn:

  • What an Opex variable represents.

  • How Opex variables differ from COGS and Staff variables.

  • How Opex affects P&L, Balance Sheet and Cashflow.

  • Patterns for modelling fixed, variable and semi variable operating costs.

1

What an Opex variable is

An Opex variable represents an operating expense that is not classified as COGS or Staff, for example:

  • Marketing and advertising spend.

  • Rent and utilities.

  • Software subscriptions and tools.

  • Professional services and consulting.

  • Insurance and office overheads.

Each Opex variable:

  • Lives in the branch where the cost is managed or controlled.

  • Has a category such as Opex - Marketing, Opex - Rent, Opex - Other.

  • Participates in EBITDA and operating cashflow.

2

Opex vs COGS vs Staff

Key distinctions:

  • COGS

    • Direct costs that sit above Gross Profit and are closely tied to revenue.

    • Examples: cost of goods sold, direct production labour, hosting directly tied to use.

  • Staff

    • Employee costs with payroll behaviour, often including salary, oncosts and timing for wages, super or pension and payroll tax.

  • Opex

    • Everything else that is operational but sits below Gross Profit.

    • Often includes marketing, overheads and administrative expenses.

Choosing between these types affects where the cost appears in the P&L and how it is analysed, but the timing engine handles payables and cashflow the same way.

3

How Opex variables use drivers

Opex variables can be:

  • Fixed per period

    • Example: rent or software subscriptions charged per month.

    • Opex = FixedAmount.

  • Variable with activity

    • Example: marketing spend per order or per customer.

    • Opex = ActivityDriver * CostPerUnitDriver.

  • Escalating over time

    • Example: overheads growing with inflation.

    • Opex = BaseCost * InflationIndex.

You can use presets for recurring schedules, escalation patterns or ML based extensions from history.

4

Opex in P&L and EBITDA

In the P&L:

  • Opex variables reduce EBITDA.

  • Categories and subcategories let you break out costs by function, such as marketing, rent, technology or overheads.

  • Staff variables are often shown separately from general Opex for clarity.

A clear Opex structure makes it easier to see which costs are strategic, which are variable and which are fixed.

5

Opex in Balance Sheet and Cashflow

In the Balance Sheet:

  • If Opex is paid immediately, there is no payable.

  • If Opex is paid after a delay, an Accounts Payable balance is created until cash is paid.

In the Cashflow Statement:

  • Opex variables feed Payments to suppliers.

  • Combined with COGS and Staff, they determine operating cash outflows.

Timing is governed by the same delay rules used for other expense types.

6

Common Opex modelling patterns

Examples:

  • Marketing

    • Baseline marketing budget per month.

    • Additional budget linked to revenue or new customers.

    • Split across channels using subcategories and drivers.

  • Rent and property related costs

    • Fixed per branch or store.

    • Escalating annually based on lease terms or indices.

    • Potentially replicated across branches using the Data Library.

  • Overheads and support functions

    • Costs allocated to entities or divisions using drivers or allocation ratios.

    • Separate Opex variables for IT, HR, Finance, etc.

Opex variables help encode the cost structure of running the business beyond direct delivery of goods and services.


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