ROI Calculator in Excel

Easy to use ROI calculator in QI Macros add-in

Return on Investment (ROI) is a metric used to evaluate future profitability on different investments.

ROI Calculator Template

QI Macros installs on Excel. To open the ROI calculator, click on the QI Macros menu > Calculators > ROI Calculator:

Calculators Menu


To complete the ROI calculator:

  1. Enter data for Lifetime Value of the Customer.
  2. Enter Transaction Costs in cells A13:F21.
  3. Enter Rework Costs in cells A25:F25.
  4. Enter Lost Opportunity Costs per transaction in cell G31.
  5. Enter any Assumptions in cells I26 and I28.
  6. Adjust format and formulas as needed to reflect your situation.

Other charts included in QI Macros add-in for Excel