Template
ROI Calculator Template
A structured model to estimate the return on an AI, cloud or automation initiative before you commit.
ROI Calculator Template
01Baseline inputs
02Uplift assumptions
03Attention impact
04Time impact
05Money impact
06Sensitivity
07Payback & summary
What’s inside
Every section, ready to fill in
1
Baseline inputs
Current volumes, rates, costs and hours.
2
Uplift assumptions
Expected improvements and their basis.
3
Attention impact
Lead and demand gains.
4
Time impact
Hours reclaimed and their value.
5
Money impact
Revenue gain, cost avoided, savings.
6
Sensitivity
Conservative, base and stretch cases.
7
Payback & summary
Net annual impact and break-even.
Use case
Who it’s for
Finance partners and initiative owners building a return estimate.
When to use it
During business-case development, before final sign-off.
Pair it with the live ROI calculator to validate your inputs against typical ranges.
Take the assessment firstWant it filled in for you?
Download the template, or have our team build it with your real numbers on a strategy call.