Business Case Builder: NPV, IRR, Payback and Break-even – Excel XLSX

BENEFITS OF THIS DOWNLOADABLE EXCEL DOCUMENT

1. Produces NPV, IRR, discounted payback and profitability index from one auditable free cash flow line, with the discount factors shown period by period rather than buried in a single function.
2. Solves the break-even, so the case can state in one sentence how far the benefit may fall before it fails -- the sentence that wins an investment committee.
3. Runs base, upside and downside from a single switch, each flexing every correlated driver together, so there are no parallel copies of the file to drift out of agreement.

BUSINESS CASE DEVELOPMENT EXCEL DESCRIPTION

Business Case Builder: NPV, IRR, Payback and Break-even is an Excel template (XLSX) available for immediate download upon purchase.

A business case that cannot name its own break-even has not been tested, only presented. This eight-tab workbook is built around that.
Capital and operating costs, benefits by stream, ramp, working capital, tax and terminal value flow into a single free cash flow line, producing net present value, internal rate of return, discounted payback and profitability index – with the discounting shown row by row, so a reviewer can see where the value sits rather than trusting one function.

Three governed scenarios run from one switch, each flexing every correlated driver together. A break-even tab solves for how far the year-one benefit can fall before the case reaches zero. A decision tab gives an investment committee one page: headline returns, capital at risk, the proposition, what would falsify it, and what gets monitored after approval.

Ramp is a first-class input, because that is where most business cases miss. Every input carries a basis note. Nothing is hard-coded inside a formula. Blue is an input, yellow a key judgement, black a formula, green a link.
A decision framework, not investment advice. Figures shipped are illustrative.

Source: Best Practices in Business Case Development Excel: Business Case Builder: NPV, IRR, Payback and Break-even Excel (XLSX) Spreadsheet, Advanced Analytics