ROI Calculator Template
Calculate return on investment for projects and marketing campaigns.
What's Included:
- Simple ROI formula calculator with investment and return fields
- Time-adjusted ROI (annualized return) for comparing different-length investments
- Multi-project comparison table ranking investments by ROI percentage
- Payback period calculator showing months to recoup initial investment
Available Formats:
Download Free Template
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ROI is the universal language of business decision-making. Whether you are evaluating a marketing campaign, a software purchase, or a new hire, this calculator translates the investment into a percentage return that anyone can understand and compare.
The annualized return calculation is crucial when comparing investments of different durations. A project with 50% ROI over 2 years is actually less attractive than one with 30% ROI over 6 months (which annualizes to 60%). This template handles the time adjustment so you can make fair comparisons.
How to Use This Template
Enter Investment Details
For each project or campaign, enter the total investment amount and the time period over which you expect returns.
Input Returns
Enter the revenue or cost savings generated by the investment. The template calculates ROI, annualized return, and payback period.
Compare and Prioritize
Use the comparison table to rank all your investments by ROI and payback period. Allocate resources to the highest-performing opportunities.
Frequently Asked Questions
How do I calculate ROI?
ROI = (Net Return - Cost of Investment) / Cost of Investment × 100. For example, if you spend $10,000 on a marketing campaign that generates $25,000 in revenue, your ROI is 150%. This template calculates simple ROI and annualized ROI.
What is a good ROI for business investments?
This varies by context. Marketing campaigns should aim for 5:1 return ($5 revenue per $1 spent, or 400% ROI). Capital equipment investments might target 15-25% annually. Use this template to compare your actual ROI to your targets.
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