ROI worksheet

Build a case from your own assumptions.

Enter current annual costs, the improvement rates your team is willing to test and the full expected investment. PACX supplies no default outcome percentage or hidden price.

Current annual baselines

Use one consistent currency. The worksheet does not convert currencies.

Estimated annual stockout loss (in one currency)

Your reconstructed lost-sales estimate, not gross revenue.

Annual markdown or write-down cost (in one currency)

Use the cost basis your finance team recognises.

Annual inventory carrying cost (in one currency)

Financing, storage, insurance and handling included in your model.

Annual planning capacity value (in one currency)

Only include time with an agreed, measurable economic use.

Expected annual investment (in one currency)

Software, implementation and internal change costs for the same period.

Your improvement hypotheses

Keep rates between 0 and 100. Validate them with a measured pilot before using the result as a commitment.

Stockout loss recovered (%)

Your hypothesis; PACX does not prefill an outcome rate.

Markdown cost reduced (%)

Apply only to the markdown baseline above.

Carrying cost reduced (%)

Do not count the same inventory benefit in two rows.

Planning capacity released (%)

Treat as value only when the released time has an agreed use.

Calculation notes

The arithmetic stays visible.

Each benefit is its entered annual baseline multiplied by its entered improvement rate. Gross benefit is the sum; net benefit subtracts the entered investment; ROI divides net benefit by investment.

Avoid overlap

Do not enter the same lost sale, inventory saving or labour value in more than one baseline.

Keep negatives

A negative net benefit or ROI remains negative. The worksheet does not floor an unattractive case at zero.

Validate before commitment

Treat every rate as a hypothesis until a measured, time-bounded pilot establishes the applicable result.

Pressure-test the assumptions, not just the answer.

Bring the worksheet to a working session and map each input to a source, owner and measurement window.

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