<Company Name>
Return-on-investment (ROI) analysis
<Date>
Data cell key
User data entry or item description
Investment overview
Project name:    <Project name>
Project sponsor: <Project sponsor>
Date of request: <Date>
General description of benefits: <Description of benefits>
Cash flow and ROI statement
BENEFIT DRIVERS	YEAR
	0	1	2	3
Greater margin driven by higher production capacity
Improved cycle time benefits:
Reduced energy cost due to less running time
Reduced labor cost due to less running time
Fewer accidents, resulting in less workers' compensation
Improved quality benefits:
Fewer defects, resulting in less rework
Fewer customer returns, resulting in less reprocessing costs
Reduced time spent handling customer complaints
<Benefit driver>
<Benefit driver>
<Benefit driver>
<Benefit driver>
Total annual benefits		$0	$0	$0
Implementation filter		85%	90%	95%
Total benefits realized		$0	$0	$0
Costs	Year 0	Year 1	Year 2	Year 3
Total	$0	$0	$0	$0
Benefits	Year 0	Year 1	Year 2	Year 3
Annual benefit flow	$0	$0	$0	$0
Cumulative benefit flow	0	0	0	0
Discounted benefit flow	Year 0	Year 1	Year 2	Year 3
Discounted costs	$0	$0	$0	$0
Discounted benefits	0	0	0	0
Total discounted benefit flow	0	0	0	0
Total cumulative discounted benefit flow	0	0	0	0
Initial investment	Year 0	Year 1	Year 2	Year 3
Initial investment
Implementation costs
Ongoing support costs
Training costs
Other costs
Total costs	$0	$0	$0	$0
ROI measures
Cost of capital	15%
Net present value	$0
Return on investment		#DIV/0!	#DIV/0!	#DIV/0!
Payback (in years)	After Year 3