Business Case Dashboard (5-Year Forecast) (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. Provides a complete framework for building a data-driven Business Case that aligns with your organization's strategic goals.
2. Delivers a structured model for developing accurate 5-year financial forecasts tailored to your project or initiative.
3. Offers an all-in-one system for evaluating costs, benefits, risks, and ROI to support confident decision-making.

BUSINESS CASE DEVELOPMENT EXCEL DESCRIPTION

This product (Business Case Dashboard [5-Year Forecast]) is an Excel template (XLSX), which you can download immediately upon purchase.

Curated by McKinsey-trained Executives


Unlock Smarter Decision-Making With the Ultimate Excel-Based Business Case Dashboard Template

Are you tired of scattered spreadsheets, inconsistent financial models, and clunky presentations that fail to communicate the true value of your project? Our Complete Business Case Dashboard Excel Template is engineered to solve exactly that. Purpose-built for entrepreneurs, analysts, consultants, and business leaders, this powerful template delivers professional-grade financial forecasting, automated KPI calculations, and a fully interactive dashboard—no advanced Excel skills required.

Designed with precision, this Business Case Model gives you everything you need to build, analyze, and present a compelling investment case backed by clear numbers and data-driven insights. Whether you're evaluating a new product launch, capital investment, digital transformation, or strategic initiative, this dashboard transforms complex financials into easy-to-understand visuals that drive stakeholder confidence.


A Complete 5-Year Business Case Model—Fully Automated, Fully Customizable

This Excel template comes with a structured and intuitive framework, guiding you through every essential component of a strong business case. Simply input your assumptions, costs, and revenue expectations, and the model automatically generates a 5-year financial forecast with clean, accurate outputs.

Key Features That Make This the Best Business Case Dashboard Template:

✔ Automated 5-Year Financial Forecasting
Instantly calculate:
•  Total sales and revenue forecasts
•  Overall operating expenses
•  Net profit or net loss
•  Tax impacts and after-tax values
•  Net cash flow and accumulated cash flow
The template does all the hard calculations for you—ideal for fast, accurate planning.


✔ Built-In Financial Evaluation Metrics
Stop guessing whether your project is financially viable. The dashboard automatically computes:
•  Net Present Value (NPV)
•  Internal Rate of Return (IRR)
•  Gross Profit Percentage
•  Payback Period
Perfect for investment proposals, grant applications, internal approval processes, and pitch decks.

✔ Scenario & Options Analysis
Compare strategic alternatives with detailed breakdowns of:
•  Costs & benefits
•  Risks
•  Financial outcomes
An essential tool for choosing the most profitable path forward.

✔ Comprehensive Risk & Impact Assessment
Assess every dimension of risk, including:
•  Operational
•  Customer & market
•  Technology
•  Compliance & regulatory
Includes structured tables for documenting mitigation strategies and evaluating potential impacts.

✔ Implementation Planning & Monitoring Tools
Go beyond the numbers. The template includes:
•  Project phases & timelines
•  Milestones
•  KPIs
•  Post-implementation review sections

It's not just a spreadsheet—it's a complete business planning ecosystem.

A Stunning, Interactive Dashboard That Brings Your Business Case to Life
The heart of this template is its fully automated, visually polished dashboard. Present your business case with clarity using powerful visuals that update instantly based on your inputs.

Dashboard visuals include:
•  NPV, IRR, Gross Profit Margin, Payback Period
•  Total Sales by Year
•  Overall Expenses by Year
•  Combined Revenue vs. Operating Costs
•  Net Cash Flow vs. Accumulated Cash Flow

This is the kind of dashboard executives love—simple, visual, credible, and actionable.


Why This Business Case Excel Template Is the Only Tool You Need

If you're looking to save time, eliminate errors, and elevate your business planning, this template gives you a clear competitive advantage. It's perfect for:
•  Startup founders
•  Consultants
•  Financial analysts
•  Project managers
•  Corporate strategists
•  Business students
•  Anyone who needs a professional business case fast

Every calculation is structured, transparent, and easy to customize, giving you full control while eliminating complexity.

Plan With Confidence—Build a Business Case That Wins Approvals

This Business Case Dashboard is designed as a strategic support tool. While all inputs and outputs should be reviewed independently, the template provides a solid foundation for data-driven decision-making. For investment approvals, budget negotiations, and project justification, it delivers clarity when it matters most.

Unlock the power of smart financial modeling, automated insights, and executive-ready visuals—all in one Excel file.




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Source: Best Practices in Business Case Development Excel: Business Case Dashboard (5-Year Forecast) Excel (XLSX) Spreadsheet, SB Consulting