Tools and Downloads

Our Excel Project ROI Worksheet was designed to help you quickly evaluate new projects, software or marketing spends.  In a business which is often run by how we feel, we have found taking a step back and taking a look at the numbers allows us to take the emotion out of the decision.  The Excel Project ROI Worksheet is vital visual tool to make the complex simple and force you to look at the real bottom line.

Philosophy and Methodology

We are really intentional in our own lives and encourage our clients to live in the same.  With that said, our tools and core systems are designed the way they are on purpose and through years of trial and error.  Everything we do has a reason behind it.  This sheet allows you to plug in a few items and have it auto calculate your ROI.  As a general rule, try and stay away from projects with less than 50% Return on Investment.

Instructions

Step One

If you haven’t already, download the B&P Font Files and install them on your computer(s).  Since this is an active Excel file (which can be converted to Google Sheets or Apple’s Numbers but we don’t recommend that), you will need to have the fonts installed in order for everything to print properly.  We have included a PDF of the file so you can see how it is supposed to look when printed.

Step Two

Fill out the white spaces, the grey cells of the sheet auto-populate data and calculations.

Step Three

Download the zip file and start using the Excel Project ROI Worksheet in your business.

BP Project ROI Worksheet

As always, we are here to help.  If you have any questions please feel free to contact us anytime.