📊 Calculator · Business case
ROI Calculator · Digital Transformation
Excel with the complete business case to present to your board.
Last updated: May 26, 2026
Who is this for
If you identify with any of these profiles, this is for you.
CFO presenting to board
You need a clean financial case to defend a 6-figure tech investment.
CEO seeking investment
You will request budget approval from shareholders and need solid, defensible ROI.
CMO with large pending investment
You will invest in Marketing Automation / CRM / Data Platform and need to show expected ROI.
What you'll learn
Key takeaways.
- Structure a business case that a financial board accepts without objections
- Not forget any key cost component (training + change management are often omitted)
- Quantify 5 different types of benefit
- Calculate Year 1 ROI vs 3-year net benefit
- Defend the payback period if questioned
- Know when NOT to invest
Table of contents
Exactly what's inside.
Section 1: Initial investment (4 inputs)
Software, consultancy, training, hardware
Section 2: Recurring costs (2 inputs)
SaaS licenses + annual support/maintenance
Section 3: Annual benefits (5 inputs)
Hours saved, error reduction, sales increase, retention, logistics savings
Board-ready final KPIs
Year 1 ROI, Payback in months, 3-year net benefit
Sheet 2: How to interpret
Benchmarks for good/bad ROI, what to do if payback is high
💡 Why we built this
The story behind the resource.
""We need a business case for the board" — phrase we hear weekly. This calculator gives you the format and formulas a board accepts without discussion."
— COBIZ Team
How to use it
It's not just downloading. It's using it well.
1. Fill with CONSERVATIVE estimates
Not optimistic. If it holds with conservative estimates, it is solid.
2. Share draft with CFO
Ask them to question each number.
3. Print the Calculator tab
On one page, without "How to interpret" tab.
4. Re-validate in 12 months
Compare projection vs reality.
⚡ After this resource
Want to go from "generic framework" to diagnostic of your company?
This resource gives you the framework. COBIZ Analyst gives you the real diagnostic of YOUR company with an executive dossier in 24 hours. From $24.99 USD.
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