XLSX · 6 tabs
Deal Desk Proposal Calculator
Fast proposal economics model for pricing approvals and deal desk workflows.
$99
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Business Case Templates
Business Case Templates That Get Approved
Executive-ready business case workbooks for capex requests, new hires, new product lines, vendor decisions, and strategic initiatives. Quantify the upside, model the risk, and walk into the room with a defensible recommendation.
What's inside business case templates.
Every workbook in this collection is built to the same institutional standard — fully editable Excel, clear inputs, transparent formulas, and executive-ready outputs.
Investment Summary
One-page narrative + numbers your CFO and exec team can actually skim and approve.
Cost & Benefit Model
Year-by-year cost stack, revenue lift, productivity gains, and risk-adjusted NPV.
Scenario Analysis
Base, upside, and downside cases with sensitivity on the two or three drivers that matter most.
Payback & ROI
Payback period, IRR, and ROI calculated automatically from the inputs you fill in.
Decision Memo
Structured recommendation page tied to approval thresholds and decision criteria.
Risk Register
Top risks, mitigations, and trigger metrics so reviewers see you've thought it through.
Use cases
Built for the work finance teams actually do.
These templates replace hours of from-scratch modeling with a starting point that's already board-ready.
- Capex requests (equipment, software, infrastructure)
- Hiring business cases for new roles and team expansions
- New product or service line launches
- Vendor selection and build-vs-buy decisions
- Marketing investment and channel expansion bets
- M&A and strategic partnership justification
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XLSX · 4 tabs
Payments Sales Master Bundle
All four Excel models plus future updates and bonus templates. The complete payments deal desk toolkit.
$499
one-time
instant download
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Free tools
Free calculators for this category.
Run the numbers instantly in your browser — no signup, no download.
Business Case Templates FAQ.
Who is this template for?
Finance teams, FP&A, strategy, and operators who need to justify investments to a CFO, board, or investment committee.
Is it editable?
Yes — every cell, driver, and assumption is fully editable Excel. No locked sheets, no macros required.
Does it include ROI and NPV?
Yes. ROI, NPV, IRR, and payback period are all calculated automatically from the inputs you provide.
Can I use it commercially?
Yes. All workbooks ship with a commercial-use license for the buying organization.
Need a custom business case templates build?
Our team builds bespoke workbooks for finance, banking, and payments programs. Tell us what you need and we'll quote it.