XLSX · 6 tabs
Deal Desk Proposal Calculator
Fast proposal economics model for pricing approvals and deal desk workflows.
$99
one-time
instant download
instant download
ROI Calculators
ROI Calculators for Any Initiative
Quantify return on investment for software, hiring, marketing, capex, and strategic programs. Each workbook walks through inputs, time-value assumptions, and produces a defensible ROI, NPV, and payback view.
What's inside roi calculators.
Every workbook in this collection is built to the same institutional standard — fully editable Excel, clear inputs, transparent formulas, and executive-ready outputs.
Inputs Sheet
Cost lines, benefit lines, ramp curves, and discount rate — clearly separated from the math.
Time-Phased Cash Flows
Monthly or annual cash flows over a configurable horizon with terminal value handling.
ROI, NPV, IRR
All three return metrics calculated side-by-side with a payback period view.
Sensitivity Tables
Two-variable sensitivity on adoption, price, cost, and discount rate.
Executive Summary
A clean output page with the chart and three numbers an exec wants to see.
Notes & Assumptions
Documented assumptions so reviewers don't have to reverse-engineer your model.
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.
- Software and SaaS purchase ROI
- Marketing campaign and channel ROI
- Hiring and team expansion ROI
- Capex equipment ROI
- Training and enablement program ROI
- Customer success and retention initiative ROI
Related workbooks
Workbooks that pair with this category.
Premium models from our library that finance teams use alongside these templates.
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XLSX · 8 tabs
Merchant Pricing Model
Board-ready Excel model for building merchant payment pricing proposals, margin scenarios, and pricing economics instantly.
$149
one-time
instant download
instant download
Free tools
Free calculators for this category.
Run the numbers instantly in your browser — no signup, no download.
ROI Calculators FAQ.
Do I need to know finance to use these?
No — the inputs are plain-English and the formulas are documented inline.
Can I model multi-year horizons?
Yes. Horizons are configurable up to 10 years with monthly or annual periodicity.
Are these the same as your free tools?
The free tools handle one-off calculations. These workbooks are full multi-scenario models you can save, share, and present.
Will it work in Google Sheets?
Yes. The workbooks open and recalculate in Google Sheets and modern Excel.
Need a custom roi calculators build?
Our team builds bespoke workbooks for finance, banking, and payments programs. Tell us what you need and we'll quote it.