📊 Trackers & Calculators

ROI & Business Case Calculator

Build a business case that gets budget approved — fast

Format

Google Sheets + Excel

Size

7 tabs

Time to Value

< 1 hour

One-time purchase

$59

Instant download · No subscription

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What's included:

  • Universal ROI calculator (time savings, cost reduction, revenue impact)
  • Software/vendor ROI model with TCO analysis
  • Payback period and NPV calculator
  • Headcount vs. tooling cost comparison
  • Executive summary output tab (copy-paste to deck)
  • Sensitivity analysis (best/base/worst case)
  • Assumption documentation and audit trail tab

About this template

Getting budget approved is half the battle of any operations improvement. This ROI Calculator gives you a professional-grade business case builder that turns your assumptions into a clean, defensible model that finance teams and executives take seriously.

Input your cost assumptions, time savings estimates, and revenue impact figures. The model outputs payback period, NPV, and a fully formatted executive summary tab you can drop straight into a board or budget deck. The sensitivity analysis tab shows how the ROI holds up even in a downside scenario — which is exactly what skeptical approvers want to see.

Who this is for

Operations managers, finance leads, and RevOps professionals who need to justify a software purchase, headcount request, or strategic investment with a compelling, defensible business case.

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