ROI Template
What you’ll learn: A simple framework to compare time saved to tool cost, plus a copy-ready sheet and calculator mapping
This plug-and-play template turns time savings into dollars. Use it to show payback in months and speed up buying decisions.
Callout: You get a clear sheet structure with example rows, plain formulas, and a map to build an on-site interactive calculator
Who it’s for
- SaaS buyers and ops leaders comparing tools
- Agencies proving time savings to clients
- Solo founders sanity-checking subscriptions
If you can measure time like money, you can negotiate like money
Problems it solves
- Is this tool worth it becomes a number, not a debate
- Scenario compare across teams and adoption levels
- Linkable asset prospects share during evaluation
Next, see how to use it in five steps.
How to Use
What you’ll learn: The five inputs you need and how the sheet calculates payback and ROI
Keep data honest and assumptions visible. Enter once, read payback and ROI outputs.
Term check: ROI means return on investment. Payback means months to recover first-year cost. Confidence is the probability you will achieve the time cut
Step 1: List tasks
- Inputs: Task, Owner/Role, Current time per occurrence (minutes), Frequency per month
- Where: Tasks tab, one row per task
- Output: Baseline time per month and per year
Step 2: Estimate time saved
- Inputs: New time per occurrence (minutes), Confidence (%)
- Where: Same row as the task
- Output: Time saved in minutes, hours, and per year
Step 3: Add hourly costs
- Input: Hourly cost ($) for the owner or role
- Where: Same row
- Output: Annual labor savings ($) and confidence-weighted savings ($)
Per-Task Time Saved (min) = Current − New
Monthly Time Saved (min) = Time Saved × Frequency
Annual Time Saved (hrs) = Monthly Time Saved × 12 ÷ 60
Annual Labor Savings ($) = Annual Time Saved (hrs) × Hourly Cost
Weighted Savings ($) = Annual Labor Savings × Confidence%
Step 4: Add tool cost
- Inputs (Summary tab): Annual subscription, One-time setup, Training/enablement (training support), Overages (extra usage fees, optional)
- Output: First-year total cost and ongoing annual cost
Step 5: Read payback and ROI
- Outputs (Summary tab): Total weighted savings, Net savings (Year 1), Payback (months), ROI (Year 1), ROI (Year 2+)
Example
First-Year Cost = 6,000; Savings = 7,200
Payback (Months) = 6,000 ÷ (7,200 ÷ 12) = 10
ROI (Year 1) = (7,200 − 6,000) ÷ 6,000 = 20%
ROI (Year 2+) = (7,200 − 3,600) ÷ 3,600 = 100%
Flow: Inputs to ROI
flowchart TB
A[List tasks] --> B[Estimate time]
B --> C[Set rates]
C --> D[Add tool cost]
D --> E[Payback]
E --> F[ROI]
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classDef process fill:#fff3e0,stroke:#ef6c00
classDef action fill:#e8f5e8,stroke:#2e7d32
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class A,B,C process
class D action
class E,F alert
Now that the workflow is clear, set up your sheet.
Sheet Layout
What you’ll learn: Tabs, columns, and core formulas to copy into your spreadsheet
Design one tab for tasks and one for summary. Keep columns tight.
Tabs
- Tasks tab for per-task inputs and savings
- Summary tab for costs, totals, payback, and ROI
Required columns and example rows
| Column | Type | Example |
|---|---|---|
| Task | Text | Weekly report compilation |
| Owner/Role | Text | Marketing Analyst |
| Current Time/Occur (min) | Number | 120 |
| New Time/Occur (min) | Number | 20 |
| Frequency/Month | Number | 4 |
| Hourly Cost ($) | Currency | 60 |
| Confidence (%) | Percent | 80% |
| Annual Time Saved (hrs) | Calc | 80 |
| Annual Labor Savings ($) | Calc | 4,800 |
| Weighted Savings ($) | Calc | 3,840 |
Add a totals row that sums Weighted Savings ($). Put tool costs and final metrics in the Summary tab.
Core formulas
Per-Task Time Saved (min) = Current − New
Monthly Time Saved (min) = Time Saved × Frequency
Annual Time Saved (hrs) = Monthly Time Saved × 12 ÷ 60
Annual Labor Savings ($) = Annual Time Saved × Hourly Cost
Weighted Savings ($) = Annual Labor Savings × Confidence%
First-Year Total Cost ($) = Subscription + Setup + Training
Ongoing Annual Cost ($) = Subscription + Overages
Net Savings Year 1 ($) = Total Weighted Savings − First-Year Total Cost
Payback (Months) = First-Year Total Cost ÷ (Total Weighted Savings ÷ 12)
ROI Year 1 (%) = Net Savings Year 1 ÷ First-Year Total Cost × 100
ROI Year 2+ (%) = (Total Weighted Savings − Ongoing Annual Cost) ÷ Ongoing Annual Cost × 100
Data model snapshot
erDiagram
Summary ||--o{ Task : includes
Summary {
int id
int subscription
int setup
int training
int overages
int total_savings
int weighted_savings
datetime created_at
}
Task {
int id
string name
string owner
int time_current
int time_new
int freq_month
int hourly_cost
int confidence
datetime created_at
}
Callout: Show your math in one place. Keep assumptions near the fields they affect
You’re ready to make it interactive for visitors.
Interactive Calculator
What you’ll learn: How to mirror the sheet in a simple web calculator for demand generation
Place inputs on the left, results on the right, charts at the bottom.
Map fields to inputs
- Text: Task names (optional on web)
- Numbers: Current time, New time, Frequency per month, Hourly cost, Confidence
- Currency: Subscription, Setup, Training, Overages
- Outputs: Annual time saved, Weighted savings, Payback, ROI Year 1, ROI Year 2+, Net Year 1
[input] Current Time (min)
[input] New Time (min)
[input] Frequency / Month
[input] Hourly Cost ($)
[input] Confidence (%)
[input] Subscription / Year ($)
[input] Setup ($) [input] Training ($) [input] Overages ($)
[output] Annual Time Saved (hrs)
[output] Weighted Savings ($)
[output] Payback (months) | ROI Y1 (%) | ROI Y2+ (%) | Net Y1 ($)
Flow: Web inputs to outputs
flowchart TB
A[Inputs] --> B[Compute time]
B --> C[Compute savings]
C --> D[Add costs]
D --> E[Payback]
D --> F[ROI Y1]
D --> G[ROI Y2+]
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classDef process fill:#fff3e0,stroke:#ef6c00
classDef action fill:#e8f5e8,stroke:#2e7d32
classDef alert fill:#f3e5f5,stroke:#7b1fa2
class A trigger
class B,C process
class D action
class E,F,G alert
Embed guidance
- Publish on a dedicated ROI page with a short explainer and example
- Offer an optional email gate for a downloadable sheet (lead capture)
- Add a copy this template call to action near the fold
With the calculator live, turn it into a linkable asset.
Linkable Asset
What you’ll learn: How to attract backlinks and promote your ROI tool
Angles that earn links
- ROI of automation by role or team size
- Time saved benchmarks by category
- Procurement thresholds for payback approval
Promotion checklist
- Publish the calculator and a short walkthrough
- Offer a downloadable sheet with the same math and minimal branding
- Pitch partners and vendors to embed it
- Add it to resource pages, template libraries, and pricing pages
- Share before and after clips on social with a two-line setup
- Include a clear copy this template call to action
Where links come from
- Vendor comparisons and buyer checklists
- Courses and community resource hubs
- Agency proposals and procurement handbooks
Quick comparison
| Format | Best for | Notes |
|---|---|---|
| Spreadsheet | Internal analysis | Flexible and transparent; fastest to edit |
| Web calculator | Demand generation | Shareable and visual; needs a light build |
| Hybrid (both) | Sales enablement | Covers analysis and awareness in one asset |
Example numbers
| Task | Annual hrs saved | Weighted savings ($) |
|---|---|---|
| Weekly report compilation | 80 | 3,840 |
| Campaign tagging QA | 48 | 2,016 |
| Stakeholder update deck | 24 | 1,344 |
- Total weighted savings (year) = 7,200
- Tool costs: Subscription 3,600; Setup 2,000; Training 400 - First year = 6,000; Ongoing = 3,600
- Results: Payback = 10 months; ROI Year 1 = 20%; ROI Year 2+ = 100%
Callout: Next steps: copy the layout, add your tasks, and publish your calculator. Pair an embed with a copy the sheet call to action to turn it into a lead magnet
MDX safety reminders
- Escape special symbols in prose when needed: < > { } &
- Keep technical syntax in code blocks or code spans
- Avoid raw JSX tags in text unless your MDX build supports them