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picture1_Percentage Formula In Excel Sheet 43113 | Roi Template


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Percentage Formula In Excel Sheet 43113 | Roi Template

icon picture XLSX Filetype Excel XLSX | Posted on 16 Aug 2022 | 3 years ago
Partial file snippet.
Sheet 1: ROI Definitions-page i
Return on Investment (ROI) - Definitions and Descriptions
Term Definition
Business Process Advisory Committee (BPAC) The committee formed to develop tools and processes to aid in implementation of business process.
Return on Investment (ROI) The ratio of money gained or lost (whether realized or unrealized) on an investment relative to the amount of money invested, expressed as a percentage.
ROI Results ROI is a calculated ratio of benefit to cost. A higher positive ROI is more desirable than a lower positive score with a negative ROI being the least desirable. It is also important to consider the ROI score over a period of time as opposed to just the first year. It is important to note that ROI is just one component that should be considered when deciding to automate a process. See the Factors for Decision Making document for more guidance.
ROI Formula ROI = ((total benefit - total costs)/total cost) * 100
a. Total benefit = the payback to a business unit for a given time, in dollars, this will include any material saving also.
b. Total cost = cost to implement and maintain for a given time period, in dollars
Steps to Complete Template Step Description
1) Enter Project Information Define and enter the project information using ROI-Summary-page1
Project Name
Project Tracking Identifier
Project Executive Description/goal
2) Enter Resources and Rates Collect the resource data for the project. Analyze the current business process and estimate the future business process resources. Enter the position title/description and hourly rates using Personnel Resource Rates-page 2.
3) Enter Implementation Cost Collect internal and vendor quotes, proposals, project scope and Statements of Work (SOW) for estimating the implementation costs for all years which apply.
-Enter resources on Costs-ImpResourcesbyHour-page 3
-Enter good and services on Costs-Goods-Services-page 4
4) Enter Benefits Analyze the business process to estimate all benefits saved by implementing the solution. Estimating the current and future operational resources along with the units being processed through the business process will be captured for all years which apply.
-Enter resources on Benefits-Resources-page 5
-Enter good and services on Benefits-Goods-Services-page 6
5) Review ROI Review the results on ROI-Summary-page1 for the annual cumulative number for your project.
Page Name Page Descriptions
ROI-Summary-page 1 Provides the ROI Result in a percentage and dollar amount. It shows initial year and subsequent years to the max five year software lifespan.
Personnel Resource Rates-page 2 This page provides resource rates as of 2010 based on Human Resources and BPAC input. Data MUST be entered on this sheet before it will display in the list for the cost and benefits pages, also if you select a resource on the cost or benefits pages and then change the data on this resource rate page, you MUST reselect the data on the cost or benfits page to update the edited information.
Costs-ImpResourcesbyHour-page 3 This page is used by departments to enter the resource cost to implementing a project. This is an estimate based on quotes and project scope.
Add additional resource rows for each different resources.
Costs-Goods-Services-page 4 This page is used by departments to enter the asset cost to implementing a project. This is an estimate based on quotes and project scope.
Add additional asset rows for each different asset.
Benefits-Resources-page 5 This page is used by departments to enter the resource efforts involved with performing the current business process and the estimated effort involved with performing the new business process.
Add additional resource rows for each different resources.
Benefits-Goods-Services-page 6 This page is used by departments to enter the estimated savings from new assets and supplies required by the new process.
Add additional asset rows for each different asset.

Sheet 2: ROI-Summary-page 1


ROI - Analysis Results Summary

Project Name


Project Tracking #


Project Description


Project Notes




Year 1 Year 2 Year 3 Year 4 Year 5

Total Cost 0 0 0 0 0

Cumulative Total
0 0 0 0


Total Benefits 0 0 0 0 0

Cumulative Total
0 0 0 0


Benefit minus Cost by Year 0 0 0 0 0



Year 1 Year 2 Year 3 Year 4 Year 5

ROI by Year
#DIV/0! #DIV/0! #DIV/0! #DIV/0!

ROI by Year(Cumulative) #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!

Estimated Units Gain/(Loss) Quantity 0.0 0.0 0.0 0.0 0.0

Estimated Units Gain/(Loss) Percentage #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!

ROI by Year (Cumulative) is the value used by the business as the true Return on Investment results for this worksheet.

Sheet 3: Personnel Resource Rates-page 2
Project Personnel Resource Hourly Rates (Internal and External)
Personnel Resource Description Hourly Rate ERE Rate (%) Hourly w/ERE Annual Annual w/ERE Notes
-
0% $0.00 $0.00 $0.00
-
0% $0.00 $0.00 $0.00
-
0% $0.00 $0.00 $0.00
-
0% $0.00 $0.00 $0.00
-
0% $0.00 $0.00 $0.00
-
0% $0.00 $0.00 $0.00
-
0% $0.00 $0.00 $0.00
-
0% $0.00 $0.00 $0.00
-
0% $0.00 $0.00 $0.00
-
0% $0.00 $0.00 $0.00
-
0% $0.00 $0.00 $0.00
-
0% $0.00 $0.00 $0.00
-
0% $0.00 $0.00 $0.00
-
0% $0.00 $0.00 $0.00
-
0% $0.00 $0.00 $0.00
-
0% $0.00 $0.00 $0.00
-
0% $0.00 $0.00 $0.00

Calculate Hourly Rate if Annual is Known




Annual rate (Full time employee)
Enter annual amount in white cell below
Hourly rate equals




BPAC: Enter an annual salary amount to calculate the hourly rate. Full time position (2080 hours per year).
0.00











Annual rate (Half-Time employee)
Enter annual amount in white cell below
Hourly rate equals




BPAC: Enter an annual salary amount to calculate the hourly rate. Half time position (1040 hours per year).
0.00











Sample Rates Hourly Rate ERE Rate Hourly w/ERE Annual Annual w/ERE
BA $26.65 54% $41.04 $55,428 $85,359
BA SR $29.70 54% $45.73 $61,768 $95,123
Developer $33.01 54% $50.83 $68,657 $105,732
Systems $30.43 54% $46.86 63,288 $97,464
SME - Administrative Specialist $10.66 69% $18.01 $22,167 $37,462
SME - Program Coordinator $14.99 69% $25.33 $31,180 $52,694
Operations Staff $12.02 38% $16.59 $25,000 $34,500
Operations Staff SR $14.42 38% $19.90 $30,000 $41,400







Instructions:





Add personnel resources to this list (white cells) to calculate the hourly rate. You can add ERE if desired, this is based on your specific project management procedures defined in your department regarding how you estimate and justify projects.

The words contained in this file might help you see if this file matches what you are looking for:

...Sheet roi definitionspage i return on investment definitions and descriptions term definition business process advisory committee bpac the formed to develop tools processes aid in implementation of ratio money gained or lost whether realized unrealized an relative amount invested expressed as a percentage results is calculated benefit cost higher positive more desirable than lower score with negative being least it also important consider over period time opposed just first year note that one component should be considered when deciding automate see factors for decision making document guidance formula total costs payback unit given dollars this will include any material saving alsob implement maintain steps complete template step description enter project information define using roisummarypageproject nameproject tracking identifierproject executive descriptiongoal resources rates collect resource data analyze current estimate future position titledescription hourly personnel ratespag...

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