A guided worksheet for building a credible, defensible ROI case for a data or AI initiative — before you ask for budget.
They either wildly overstate value to win approval, or skip the ROI conversation entirely and hope the results speak for themselves later. Both approaches erode trust with the people who hold the budget.
A guided calculator that builds your ROI case line by line, with every assumption visible and adjustable.
Build, run, and change-management costs, entered line by line.
Your best estimate of annual benefit — revenue, savings, risk reduction, or speed.
Adjusting the benefit estimate by how certain you actually are.
Automatic payback period and Year 1 ROI, calculated live as you type.
A transparent breakdown of exactly how each output was calculated.
Enter your costs and benefit estimate below. The ROI and payback period update live, and every line of the calculation is shown underneath — nothing is hidden in the formula.
Requesting budget for a new initiative and needing a credible case.
Evaluating data investment requests against a consistent standard.
Comparing ROI cases across a portfolio of competing initiatives.
Building the business case for a client's next investment.
Work through build, run, and change-management costs by category.
Use the confidence-weighting slider to keep the benefit estimate defensible, not optimistic.
The ROI, payback period, and full breakdown are ready to drop straight into your business case.
Run the numbers above, or have the full worksheet sent straight to your inbox.
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