Business Case Template (Excel XLSX)

DESCRIPTION

This is a capital budgeting business case template/model built in Excel. It contains 4 worksheets:

•  Overview – provides the summary of the business case over 5 years, along with some key metrics
•  Revenue Enhancements
•  Cost Benefits
•  Capital Benefits
•  Cost of Investment

This model is intended to be customized for your own business case.

It is the supplemental document for the Business Case Development Framework available on the Flevy marketplace.

This Excel template provides a comprehensive framework for evaluating financial benefits and costs over a five-year period. Each worksheet is meticulously designed to capture detailed assumptions and calculations, ensuring accuracy and transparency. The template allows for the input of various financial benefits, including revenue enhancements, cost reductions, and capital benefits, making it a versatile tool for any capital budgeting project.

Users can easily customize the template to fit their specific business needs. The clear structure and predefined formulas help streamline the process of calculating financial benefits and costs, eliminating the need for complex manual calculations. This ensures that all relevant financial metrics are captured and analyzed, providing a solid foundation for informed decision-making.

The template also includes a dedicated section for documenting the cost of investment, allowing users to compare projected benefits against associated costs. This holistic approach ensures that all aspects of the business case are considered, providing a comprehensive view of the potential return on investment.

Got a question about the product? Email us at flevypro@flevy.com.

Source: Best Practices in Business Case Excel: Business Case Template Excel (XLSX) Spreadsheet, LearnPPT Consulting