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15+ PowerPoint Templates to Design an Illustrative ROI Graph

Naveen Kumar

When one wants to invest or start a business, they are more concerned about its success. But how can one measure the achievement of their business? There are multiple ways to mark the success of an investment. However, the most simple way is by reckoning returns on investment (ROI). 

ROI is a performance metric used to evaluate the probability or efficiency of an investment. It is a versatile (in terms of uses) yet very simple (in respect to calculations) metric. 

Businesses can calculate the return on individual investments, like the number of impressions received after investing X amount in an ad campaign. Another way is to calculate the increase in the user base after running a campaign. Furthermore, ROI can be used by individual investors for evaluating their portfolios and performance.

How to Calculate ROI

While the use of ROI is so diverse from individual to business levels, its calculation is simple. The formula to calculate ROI is— Net return on investment/cost of investment x 100. Here, the net return on investment is initial value (cost of investment) – present or final value (including gain, loss, and taxes). The cost of investment is the amount at the beginning including commission or any fee charged. 

After calculating the ROI data, you can present it to the investors using investment reports, facts and figures, excel charts, spreadsheets, pie charts, etc. But, why are graphs a better option to present and compare the numbers? Besides other obvious reasons, they are easy to plot, explain, and comprehend.

Moreover, you can easily anticipate the efficiency of investment by analyzing the trends in ROI graphs. These are helpful in comparing the projects/processes/organizations and are based on profitability. Predictive ROI graphs can also help you make the strategies and select or eliminate investment options.

Additionaly, the ROI graphs come with many valuable insights, but like other graphs, you need to choose the plot carefully. However, the right mix of graph axis should be based on the requirements of results. For this, you can select material imported vs. production, production vs. sales, number of sales vs. cost, and more.

But how do accomplish this strenuous process with ease? 

Our pre-designed ROI graph templates can help you showcase your business success easily. Besides, these are fully customizable, so you can put your data effortlessly into them. 

Template 1: Return on Investment PowerPoint Presentation Slides

Use this stunning deck to present your return on investment data to investors in a sophisticated manner. This template contains a set of ready-to-use slides with topics, such as financial and non-financial return analysis, ROI calculation and projection, marketing return on investment, and more. Using this template, you can demonstrate concepts of risk, sales, capital, return, finance, growth, progress, measure, investment, and success. So grab it now!

Download this template

Template 2: Sales and ROI Financial Graphs PowerPoint Template

You can use this graphical template to compare your sales and ROI data. Insights from this graph illustration can be noted and presented in the text holders on the right side of the slide. Also, you can share facts and other important information related to the return on investment and sales of the organization. Download it now!

Template 3: Sales and ROI Performance Chart for 6-Months PPT Slide

Deploy this visually attractive template to plot a graph of 6-month ROI and a sales performance chart. This bar graph template is an ideal choice for presenting the return on investment data of a quarter. You can change the color scheme, icons, and more in this template. Download it now!

Template 4: ROI and Expenditure of Organization PowerPoint Slide

This template can help you compare the expenditure of the company against the returns on your projects. You can also represent attributes of expenditure like sales, cost, profit, and more with the help of it. So use this design to compare actual values with the expected values of these attributes. Grab it now!

Template 5: Return on Investment for Sales and Marketing PPT Template

Incorporate this bar graph slide in your presentation to share the ROI of various marketing channels. You can use it to share both negative and positive return values. This slide is crafted by a team of our expert designers to help you attract the audience. Besides, you can edit the colors and text to represent it hassle-free. So get it now!

Template 6: Return on Investment for Email Marketing PPT Template

Keep a check on the budget and growth of your email marketing channel with the help of this template. You can use it to compare the ROI of various factors like conversion rates, open rates, click-through rates, and more in periods. As a digital marketer, you can also utilize this template to present the progress in the email marketing channel. Download it now!

Template 7: ROI After Successful Logistic Strategy Plan PowerPoint Slide

Utilize this innovatively designed template to show your organization’s earnings after implementing a successful logistic plan. Use this template to share with investors how this strategy will affect various ROI of your business, including sales revenue, budget, lead quality, and more. Download this now!

Template 8: Impact of Safety Practices on Project ROI PPT Template

Employ this template to share the importance of safety practices for increasing the efficiency of a project. You can use this design to show the stakeholders how safety measures can reduce the overall cost and increase the ROI of a project. It can be further used to share the critical safety measures for a project. So get it now!

Template 9: ROI from Different Marketing Platforms PowerPoint Template

Use this template to share and compare the ROI of different marketing platforms. This template comprises a pie chart and bar graph to present the information comprehensively. You can also share the key takeaways and insights from data interpretation of ROI with the help of this PPT template. Download it now!

Template 10: Yearly Percentage Returns on Investment Management PowerPoint Template

Deploy this template to share the annual ROI figures in a riveting manner. With the help of this template, you can compare yearly data of return on investment. Interpret the trend and based on that, share the key insights using this professionally designed template. Get it now!

Template 11: E-learning ROI PowerPoint Presentation Slide

This template can help you share the values and trends of ROI for e-learning projects, apps, or strategies. You can compare the returns of different projects on an annual basis or with competitors' profits using this template. Besides, this template is completely customizable, so grab it now!

Template 12: Sales Dashboard for ROI Calculation PPT Template

Try this multicolor sales dashboard template to compare and present the ROI of various products. It is easy to understand and eye-catching because of its distinctive color schemes. Besides, you can change its colors or add text and data to represent effectively with this template. Download it now!

Template 13: Company Return on Investment Benefit PowerPoint Template

If you are looking for an ROI graph that can be used to share the profit you gain in minutes, then this is the best fit. This PPT graphic is the simplest to draw and readily understandable. Besides, you can use it to add plenty of information within and outside the graph to explain individual segments. Also, data visualization is enhanced with the characteristic look of this PPT design. So grab it now!

Template 14: Potential ROI Investor Funding Elevator PowerPoint Slide

Win the trust of your investors by showcasing your organization’s returns achieved for a particular investment with this template. You can also use it in an investment pitch to show the success rate of your project or idea. Download it now!

Template 15: Email Metrics with Return on Investment

Augment this expert-designed template in your email marketing presentation and enhance it in minutes. Present and compare the ROI of different aspects of email marketing campaigns with this template. Besides, you can change the colors, add text, and modify as per your liking. So grab this presentation now!

Template 16: One Pager Total Return Fund Fact Sheet PPT Slide

Take advantage of this one-pager return fact sheet to share the ROI details in a succinct and apparent manner. It consists of critical sub-headings for presenting investment approach, sector allocation, investment performance, team portfolio, and total return. Using this template, you can easily add and represent the required data. Download it now!

It is of utmost importance for an investor to know the return he is getting from an investment. The uses of this calculation metric are diversified in industries, levels, and types of investments, making it universal and well accepted. Combined with the power of graphs, it can give you useful information and help predict the future of your investment. But these graphs are not easy to plot, especially when you are not sure which attributes need to be chosen. 

Here you can use our ready-to-present templates that are well researched and a perfect fit to cater for your ROI presentation. You can download them once and enjoy their unlimited access. 

P.S: Earn significant returns by creating a unique investment strategy using the well-structured templates featured in our handy guide . 

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How to Calculate Return on Investment (ROI) in PowerPoint

Are you looking for a way to present the effectiveness of your business decisions? Return on Investment (ROI) is a powerful metric that can help you do just that. In this article, we will guide you through the process of calculating ROI using the popular presentation software, PowerPoint.

Table of Contents

Understanding Return on Investment (ROI)

Before we dive into the specifics of calculating ROI in PowerPoint, let’s first explore the concept of ROI itself.

ROI is a financial metric used to measure the return on an investment relative to the cost of that investment. It is expressed as a percentage and can be used to evaluate the effectiveness of a particular investment or a series of investments over time.

ROI is a critical factor in business decision-making. It allows decision-makers to understand the effectiveness of their investments and make informed decisions on where to allocate future resources. Measuring ROI is an essential practice for businesses of all sizes. ROI can be used to evaluate a wide range of projects, including marketing campaigns, product development initiatives, and more.

Calculating ROI involves three basic components: the initial investment, the revenue generated by that investment, and any associated costs. The formula for calculating ROI is as follows:

• Determine the initial investment

The initial investment can include any costs associated with the investment, such as equipment, labor, or materials. It is essential to have a clear understanding of the total cost of the investment to accurately calculate ROI.

• Calculate the revenue generated

The revenue generated by the investment can come from a variety of sources, such as sales, new customers, or increased productivity. It is essential to track all revenue generated by the investment to accurately calculate ROI.

• Subtract any associated costs from the revenue to calculate net profit

Associated costs can include expenses such as salaries, marketing costs, or overhead. Subtracting these costs from the revenue generated will give you the net profit of the investment.

• Divide the net profit by the initial investment

Dividing the net profit by the initial investment will give you the ROI ratio.

• Multiply by 100 to get the ROI percentage

Multiplying the ROI ratio by 100 will give you the ROI percentage.

ROI is a valuable tool for businesses to evaluate the effectiveness of their investments. By understanding the key components of ROI calculation, decision-makers can make informed decisions on where to allocate future resources and maximize their return on investment.

Setting Up Your PowerPoint Presentation

Now that we’ve covered the basics of ROI, let’s explore how to set up a PowerPoint presentation to showcase your ROI calculations.

Choosing the Right Template

The first step in creating an effective ROI presentation is to select a professional-looking template. Many templates are designed for financial presentations, which include graphs and charts for displaying data. However, it’s important to choose a template that matches the tone and style of your presentation. If your presentation is more creative or geared towards a specific industry, consider selecting a template that reflects that.

Additionally, you can customize the template to include your company’s branding, such as your logo and color scheme. This can help to establish credibility and reinforce your brand identity.

Organizing Your Slides

When organizing your slides for your presentation, it’s important to start with an introduction that sets the stage for the data you’ll be presenting. This can include an overview of your company’s goals and objectives, as well as a brief explanation of what ROI is and why it’s important.

Next, you can follow this with an outline of your key points and a clear and concise description of your ROI calculations. It’s important to structure your presentation in a logical and easy-to-follow manner, so that your audience can easily understand the information being presented.

Consider including case studies or real-life examples of how your company has achieved positive ROI in the past. This can help to illustrate the value of your calculations and make them more tangible for your audience.

Incorporating Visuals and Graphics

To further enhance your presentation, it’s important to include visuals and graphics that support your data. This can include graphs, charts, and images that visually represent your ROI calculations. Make sure to keep the visuals and graphics easily digestible and visually appealing, so that they don’t distract from the information being presented.

Consider using animations or interactive elements to make your presentation more engaging and dynamic. This can help to keep your audience’s attention and make your ROI calculations more memorable.

Finally, make sure to practice your presentation beforehand and time yourself to ensure that you don’t run over the allotted time. With these tips in mind, you’ll be well on your way to creating an effective and impactful ROI presentation.

Step-by-Step Guide to Calculating ROI in PowerPoint

Return on Investment (ROI) is a crucial metric for any business or organization. It helps measure the effectiveness of an investment and provides insights into the overall performance of a project. In this guide, we’ll take a deeper dive into the actual process of calculating ROI in PowerPoint.

Inputting Initial Investment and Revenue Data

The first step in calculating ROI is to input the data related to your initial investment and revenue. This data can be entered into a variety of chart types, including a line graph, bar chart, or a pie chart. You can customize the data labels, chart axis titles, and other elements to make the graph easy to read and understand.

For example, if you invested $10,000 in a marketing campaign and generated $15,000 in revenue, you would input those values into your chart or graph. You could use a bar chart to show the initial investment as one bar and the revenue generated as another bar, with the revenue bar being taller to indicate a positive return on investment.

Calculating Net Profit

The next step is to calculate the net profit, which is the revenue generated minus any costs associated with the investment. This can be done using a formula within a table in PowerPoint or by simply using a calculator to subtract the costs from the revenue.

For example, if the costs associated with your marketing campaign were $5,000, your net profit would be $10,000 ($15,000 revenue minus $5,000 costs).

Determining ROI Percentage

Once you’ve calculated the net profit, you can use the ROI formula to determine the percentage of return on investment. The ROI formula is:

ROI = (Net Profit / Initial Investment) x 100%

So, using the example above, your ROI would be:

ROI = ($10,000 / $10,000) x 100% = 100%

This means that for every dollar you invested in the marketing campaign, you generated one dollar in net profit.

Visualizing ROI Results in Charts and Graphs

Finally, you can use a variety of chart types to visually represent your ROI results. These can include trend lines, bar charts, and pie charts. You can also use color coding and different graph styles to highlight key data points and make the presentation more engaging for your audience.

For example, you could use a line graph to show the trend of your ROI over time. This would help you identify any patterns or trends in your ROI and make adjustments to your investments accordingly.

Overall, calculating ROI in PowerPoint is a straightforward process that can provide valuable insights into the performance of your investments. By following these steps and customizing your charts and graphs, you can create a compelling and informative presentation that showcases your ROI results.

Tips for Presenting ROI Effectively

Return on Investment (ROI) is a crucial metric that helps businesses measure the effectiveness of their investments. Once you’ve learned how to calculate and visualize ROI in PowerPoint, it’s important to also consider how to present your data effectively to your audience. Effective presentation of ROI data can help you gain buy-in from stakeholders, secure funding for future projects, and make informed decisions based on your data.

Simplifying Complex Data

One of the most important tips for effectively presenting ROI data is to simplify complex data into easy-to-understand visuals. Complex data can be overwhelming and difficult to understand, especially for those who are not familiar with the industry or the specific investment. Using graphs, charts, and images can help your audience quickly grasp the effectiveness of your investment and make informed decisions based on your data.

For example, if you are presenting ROI data for a marketing campaign, you could use a pie chart to show the percentage of leads that converted into sales. This makes it easy for your audience to see the impact of the campaign and understand how it contributed to the bottom line.

Highlighting Key Takeaways

Another important tip is to highlight key takeaways in your presentation. This can include important data points or trends that are particularly significant. By using bold text or highlighting, you can draw your audience’s attention to these points and ensure they leave the presentation with a clear understanding of the data.

For example, if you are presenting ROI data for a new product launch, you could highlight the percentage increase in sales that resulted from the launch. This helps your audience understand the impact of the launch and the potential for future success.

Using Animations and Transitions

Lastly, consider using animations and transitions to keep your audience engaged throughout the presentation. This can include animated charts or graphs, as well as slide transitions that keep the presentation moving at an engaging pace.

For example, you could use a bar chart that animates as each bar is introduced, or use a slide transition that flips the slide like a book to reveal the next set of data. These small touches can help keep your audience engaged and focused on the presentation.

Overall, presenting ROI data effectively is crucial to gaining buy-in from stakeholders and making informed decisions based on your data. By simplifying complex data, highlighting key takeaways, and using animations and transitions, you can create an engaging and informative presentation that effectively communicates the impact of your investment.

Calculating and presenting ROI can be a powerful tool for businesses looking to evaluate their investments and make informed decisions about future resource allocation. By following the steps outlined in this article and presenting your data in a clear and concise manner, you can effectively demonstrate the value of your investments to your stakeholders and key decision-makers.

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Home PowerPoint Templates Business PowerPoint Templates ROI Slide Template for PowerPoint

ROI Slide Template for PowerPoint

Our ROI Slide Template for PowerPoint features engaging slides to present various aspects of the business ROI & its importance in practical terms. ROI is the abbreviation of a commonly used business term, Return on Investment. It simply means what your investment is paying back to you. In more detail, an ROI is the direct way to know your business success or the development of assets in which you have spent your amount. It is simple to calculate through an arithmetic formula that divides the gain from investment by the actual investment cost. The percentage ROI can be calculated by multiplying the answer with 100. Professionals estimate this value for several purposes, e.g., 

• To re-think their decisions about investing more
• For getting insights about how well the operations are working
• It helps index the performance of various departments
• To create future marketing and sales strategies that can promote the ROI value
• Some investors investigate these values from the previous investors 

In addition, the calculation of this value might be for any other purposes according to the requirements. We have crafted this ROI Slide Template for PowerPoint to prepare presentations about ROI and investments. This PPT template has a creative theme, smooth background patterns, and a bright color scheme. This Return on Investment slide template provides two background color variations of the slides. The first slide of the template has an infographic illustration representing the concept of ROI. The next slide illustrates the formula for calculating this value with a calculator. This template has a process diagram of five circular shapes with infographic PowerPoint icons joined together in a fluid chain pattern. After this process diagram, there are individual slides for each process step. On each slide, the specific shape is color highlighted description box is added for mentioning the details. 

Professionals can discuss any investment protocol or relevant subjects using this diagram. The icons can be replaced according to the requirements. So, download and choose from the provided ROI slides for your presentations. Try it now!

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Return on Investment

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Product details

Return on investment is a performance measure used to evaluate the efficiency or profitability of an investment or compare the efficiency of a number of different investments. Return on investment tries to directly measure the amount of return on a particular investment, relative to the investment’s cost.

To calculate Return on investment, the benefit or return of an investment is divided by the cost of the investment. The result is expressed as a percentage or a ratio.

Current Value of Investment refers to the proceeds obtained from the sale of the investment of interest. Because Return on investment is measured as a percentage, it can be easily compared with returns from other investments, allowing one to measure a variety of types of investments against one another.

Return on investment is a popular metric because of its versatility and simplicity. Essentially, Return on investment can be used as a rudimentary gauge of an investment’s profitability. This could be the Return on investment on a stock investment, the Return on investment a company expects on expanding a factory, or the Return on investment generated in a real estate transaction.

The calculation itself is not too complicated, and it is relatively easy to interpret for its wide range of applications. If an investment’s Return on investment is net positive, it is probably worthwhile. But if other opportunities with higher Return on investments are available, these signals can help investors eliminate or select the best options. Likewise, investors should avoid negative Return on investments, which imply a net loss.

What qualifies as a “good” Return on Investment will depend on factors such as the risk tolerance of the investor and the time required for the investment to generate a return. All else being equal, investors who are more risk-averse will likely accept lower Return on Investments in exchange for taking less risk. Likewise, investments that take longer to pay off will generally require a higher Return on Investment in order to be attractive to investors.

Be in the know of the return on your investment. The return on investment template is a PowerPoint template for visualizing the return on investment using charts and infographics.

The ROI template contains 4 slides with impressive layout and graphics for engaging your audience. In the first slide, the weigh balance icon with cost and benefit weights on either side is a metaphor of cost-benefit analysis that is carried out before an investment is made. The opposite arrows let the audience know that both financial and non-financial costs and benefits are considered during the analysis. The table chart in the second slide allows the user to highlights RIO data and compare their costs and benefits. Subsequent slides allow the user to present the investment sum and the returns on the investment.

This template will be useful for startups when preparing to meet with potential investors. You can prepare information about the payback period of your startup and reaching the break-even point. Investment companies can also use this template when preparing an analysis of companies that can be invested in. You can prepare several slides for each company and on the last one make a comparative analysis of the payback of projects for each company.

Also, this template will be useful for heads of companies when preparing for a meeting with shareholders and providing them with a new strategy for the development of the company. Engineers can use the slides in this template to report on the need to retool old production lines and provide a timeline for project payback. Economists and financial analysts can also use this template in their day to day work.

The template is fully editable and customizable to meet user requirements. The ROI template is widely used in businesses before investment decisions are taken.

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Showing Potential ROI in a Pitch Deck

May 11, 2023 / Blog

A successful pitch deck must demonstrate the potential ROI of investing in a company.

Potential investors look for ways to maximize their returns, and a strong ROI indicates a possible profitable investment. As such, demonstrating the potential ROI of investing in your company is crucial to capturing the attention and interest of potential investors.

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In this blog, let’s dive deeper into the specifics of showcasing potential ROI in a pitch deck.

What is ROI?

ROI stands for return on investment. It measures the potential profit or return investors can gain from an investment. To calculate it, divide the net profit by the initial investment and express the result as a percentage.

Importance of Demonstrating ROI in a Pitch Deck

Demonstrating potential ROI in a pitch deck is crucial for attracting investors and convincing them that investing in your company will yield a significant return. 

Potential investors should see a clear path to profitability and a strong ROI, as it assures that their investment will be worthwhile. Moreover, showcasing possible ROI is an essential part of the decision-making process for investors. They evaluate multiple investment opportunities and need to weigh their options’ potential risks and rewards.

Ultimately, by demonstrating potential ROI in a pitch deck, entrepreneurs can set themselves apart from the competition and increase their chances of securing funding.

Ways to Show Potential ROI in a Pitch Deck

Here are some of the effective ways to show potential ROI in a pitch deck:

Highlight Past Successes

By showcasing past successes, entrepreneurs can demonstrate that their company has a track record of delivering results. Include successful campaigns, projects, or product launches.

Highlighting past successes can help investors see the potential for future success and feel more confident in their investments.

Market Analysis and Growth Projections

Entrepreneurs should conduct thorough market research to understand their industry’s potential for growth and profitability. They can use their gathered information to create growth projections and to demonstrate the potential ROI of investing in their business.

By providing evidence of the potential for future success, investors will be more likely to see the value in investing.

Competitive Advantage and Market Positioning

Entrepreneurs should clearly articulate their company’s competitive advantage and market positioning to demonstrate why their business is well-positioned for success. 

Include unique intellectual property, a strong brand, or proprietary technology. By highlighting them, entrepreneurs can demonstrate the potential for a high ROI.

Case Studies and Testimonials

Using real-world examples and testimonials from satisfied customers or partners can be a powerful way to demonstrate the potential ROI of investing in a company.

Showcase concrete evidence of how the company has delivered value to others for investors to see the potential for similar success in the future.

Tips for Presenting ROI Effectively

When presenting potential ROI in a pitch deck, it’s essential to communicate the information clearly and compellingly.

Use Visuals

Incorporating visuals such as graphs, charts, and infographics can make the information about potential ROI more digestible and engaging.

Visuals can help illustrate complex data and present it in an easy-to-understand approach. When using visuals, it’s critical to ensure they are easy to read and visually appealing to avoid overwhelming investors with too much information.

Time the ROI Presentation Appropriately

When presenting potential ROI, entrepreneurs should carefully consider the timing of the presentation. Avoid presenting the information too early in the pitch, as doing so may overwhelm investors with too much information inappropriately.

On the other hand, presenting it too late may leave investors feeling uncertain about the potential return on their investment. Therefore, entrepreneurs should find a strategic point in the presentation to introduce the potential ROI.

Address Potential Risks and Challenges

Aside from ROI, investors want to understand the risks and challenges associated with the investment. Therefore, entrepreneurs should address potential risks and challenges head-on. Moreover, they should provide a clear plan for mitigating them.

Addressing risks and challenges can demonstrate they have considered all the potential challenges. It means they have a plan in place to overcome them.

Communicate the ROI Clearly

When presenting potential ROI, communicate the information clearly and concisely. Using simple language and avoiding jargon can ensure investors understand the potential for a return on their investment.

Also, you should be prepared to answer any questions that investors may have to clarify any confusing or complex presentation aspects.

Entrepreneurs can effectively communicate the potential for high ROI and increase their chances of securing funding for their businesses by following the steps outlined in this blog.

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Return on Investment (ROI) Theme for Business

Return on investment (roi) theme for business presentation, premium google slides theme, powerpoint template, and canva presentation template.

Download the "Return on Investment (ROI) Theme for Business" presentation for PowerPoint or Google Slides. The world of business encompasses a lot of things! From reports to customer profiles, from brainstorming sessions to sales—there's always something to do or something to analyze. This customizable design, available for Google Slides and PowerPoint, is what you were looking for all this time. Use the slides to give your presentation a more professional approach and have everything under control.

Features of this template

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How to Calculate ROI to Justify a Project

• 12 May 2020

Understanding how to calculate the potential return on investment (ROI) of a project is an essential financial skill for all professionals to develop.

If you’re an employee, knowing how to calculate ROI can help you make the case for a project you’re interested in pursuing and have taken the lead on proposing. If you’re a manager, understanding ROI can give you greater insight into your team's performance . If you’re an executive, working knowledge of ROI can make it easier for you to identify which projects should be greenlit and which should be passed over. Once ROI is proven, it may be possible to replicate success by applying lessons learned from the first project to other segments of the business.

If you’re unfamiliar with accounting and finance , the prospect of determining the ROI of a project may seem beyond your abilities. However, it’s not an overly complicated process. By understanding the basics of financial valuation, which can enable you to put a monetary value on companies, projects, or anything that produces cash flows, anyone can learn to calculate the ROI of a project.

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What Is Return on Investment?

Return on investment (ROI) is a metric used to denote how much profit has been generated from an investment that’s been made. In the case of a business, return on investment comes in two primary forms, depending on when it’s calculated: anticipated ROI and actual ROI.

Anticipated vs. Actual ROI

Anticipated ROI , or expected ROI, is calculated before a project kicks off, and is often used to determine if that project makes sense to pursue. Anticipated ROI uses estimated costs, revenues, and other assumptions to determine how much profit a project is likely to generate.

Often, this figure will be run under a number of different scenarios to determine the range of possible outcomes. These numbers are then used to understand risk and, ultimately, decide whether an initiative should move forward.

Actual ROI is the true return on investment generated from a project. This number is typically calculated after a project has concluded, and uses final costs and revenues to determine how much profit a project produced compared to what was estimated.

Positive vs. Negative ROI

When a project yields a positive return on investment , it can be considered profitable, because it yielded more in revenue than it cost to pursue. If, on the other hand, the project yields a negative return on investment , it means the project cost more to pursue than it generated in revenue. If the project breaks even, then it means the total revenue generated by the project matched the expenses.

Return on Investment Formula

Return on investment is typically calculated by taking the actual or estimated income from a project and subtracting the actual or estimated costs. That number is the total profit that a project has generated, or is expected to generate. That number is then divided by the costs.

The formula for ROI is typically written as:

ROI = (Net Profit / Cost of Investment) x 100

In project management, the formula is written similarly, but with slightly different terms:

ROI = [(Financial Value - Project Cost) / Project Cost] x 100

Check out our video on return on investment below, and subscribe to our YouTube channel for more explainer content!

Calculating the ROI of a Project: An Example

Imagine that you have the opportunity to purchase 1,000 bars of chocolate for $2 apiece. You would then sell the chocolate to a grocery store for $3 per piece. In addition to the cost of purchasing the chocolate, you need to pay $100 in transportation costs.

To decide whether this would be profitable, you would first tally your total expenses and your total expected revenues.

Expected Revenues = 1,000 x $3 = $3,000

Total Expenses = (1,000 x $2) + $100 = $2,100

You would then subtract the expenses from your expected revenue to determine the net profit.

Net Profit = $3,000 - $2,100 = $900

To calculate the expected return on investment, you would divide the net profit by the cost of the investment, and multiply that number by 100.

ROI = ($900 / $2,100) x 100 = 42.9%

By running this calculation, you can see the project will yield a positive return on investment, so long as factors remain as predicted. Therefore, it’s a sound financial decision. If the endeavor yielded a negative ROI, or an ROI that was so low it didn’t justify the amount of work involved, you would know to avoid it moving forward.

It’s important to note that this example calculates an anticipated ROI for your project. If any of the factors affecting expenses or revenue were to change during implementation, your actual ROI could be different.

For example, imagine that you have already purchased your chocolate bars for the agreed-upon $2 apiece and paid $100 to transport them. If the most that the store will pay you is $2.25 per chocolate bar, then your actual revenues drop substantially compared to your projected revenues. The result is a reduced net profit and a reduced actual ROI.

Actual Revenues = 1,000 x $2.25 = $2,250

Net Profit = $2,250 - $2,100 = $150

ROI = ($150 / $2,100) x 100 = 7.14%

Circumstances are rarely as straightforward as this example. There are typically additional costs that should be accounted for, such as overhead and taxes. In addition, there’s always the possibility that an anticipated ROI will not be met due to unforeseen circumstances, but the same general principles hold true.

How to Use Finance to Pitch Your Project

Have you ever pitched a project to senior management, only to have the idea shot down under the guise of “not making financial sense?" It happens more often than you might think. By learning how to calculate ROI for projects you’re interested in pursuing, you can self-evaluate them before they're raised up to decision-makers within your organization and defend them as they’re being considered.

Similarly, by understanding how to calculate ROI after a project you’ve spearhead is done, you can better speak to the contributions that you and your team have made toward shared company goals.

High-performing businesses are successful because they make smart decisions about when and where they allocate available resources. Calculating the ROI of a project before it moves forward can help ensure that you’re making the best possible use of the resources you have available.

To learn more ways that you can use financial concepts to improve your efficacy and advance your career, explore our online finance and accounting courses . Download your free flowchart to determine which is right for you.

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Return on Investment (ROI) – Excel Template

Investors have two primary concerns—how much they must pay and how much they stand to gain. Essentially, they would like to know the total price they have paid and the profit or loss their investment has earned. The return on investment (ROI) is a ratio that divides the net income by the original investment’s capital cost. The ROI tells you how an investment has performed. The ratio is expressed as a percentage, so you can compare the profitability of different investment choices.

This open-access Excel template is a useful tool for bankers, investment professionals, corporate finance practitioners, portfolio managers, and anyone preparing a corporate presentation.

Return on Investment (ROI) is among the topics included in the Corporate Finance module of the CFA Level 1 Curriculum. Gain valuable insights into the subject with our Corporate Finance course.

You can also explore other related templates such as— Return on Equity (ROE) , Gordon Growth Model , and Cost of Equity .

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Return On Investment 02 PowerPoint Template

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Return on Investment: Training and Development

Mar 17, 2019

640 likes | 1.4k Views

Return on Investment: Training and Development. ROI and Evaluation. ROI Contents. Purpose of ROI, and Value of training What is ROI Why ROI Methodology Toolkit. Models. Benefit/Cost Ratio ROI (%). The Value of Human Capital. We all know Human Capital (and its development) is vital

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• pre training
• data collection
• evaluation methods
• post training feedback
• multiple post training assessments

Presentation Transcript

Return on Investment:Training and Development ROI and Evaluation

ROI Contents • Purpose of ROI, and Value of training • What is ROI • Why ROI • Methodology • Toolkit

Models Benefit/Cost Ratio ROI (%)

The Value of Human Capital • We all know Human Capital (and its development) is vital • Human Capital is often much undervalued as an investment opportunity • ROI can be very high • Phillips refers to 800% being achievable regularly • Tennessee Valley authority claim 1000%+ • A world-class corporate university claimed 5,612%

Why ROI? • Pressure on training functions to show demonstrable return • Value for money from training activity • Value of HRD to the business; e.g. • Financial benefits • Staff productivity • Staff retention • Clear alignment with corporate goals • In-house vs outsourced training • ROI analysis is a tool to support the contention that training is valuable; demonstrate benefits vs cost • Pressure to reduce costs must be balanced by visibility of benefit • “Warm and fuzzy” is no longer any good! (in most cases) • Jay Cross alternative view

ROI as Process • Use evaluation techniques to acquire performance data • Use Training Needs Analysis to direct the project to the right data • Use analytical techniques to calculate ROI from the data • Use ROI results to review training effectiveness • Use the reviews to inform future decisions

ROI as Perception • Which of these perceptions indicate your client’s view of ROI (which you need to address)? • The Board may see a big picture of how the training affects the company’s ability to achieve its corporate goals • The finance department may be looking to see how training stacks up financially against other ways to invest the company’s money, and whether the training, as carried out, was financially more effective than alternative forms of development • The business unit manager may be solely concerned with the impact on performance and productivity in achieving the goals of their department • The training and development manager may be concerned with the impact training programmes are having on the credibility and status as the training function within the company and its ability to secure investment in the future to drive further business performance enhancements

What is ROI? • Elements of “Total ROI” • Reducing costs • Increasing benefits/performance/capability • Use of ROI • ROI of a training project’s contribution to business or project • ROI of one delivery method vs. another (e.g. ILT vs. e-learning) • Role of ROI • Pre-training assessment and expectation setting • Post-training feedback • Post-experience value measurement

The Process Model

Getting Started • Select your project to measure • Select a significant project; align with significant goals • Start with a project that has clearly definable metrics • ROI measurement Plan • Data Collection Plan • Identify the “returns” • Identify the investment factors • Select the survey audiences and sources of data • Select your data collection methods • Analysis Plan

Investment Factors • Costs incurred • Payments to suppliers and service providers • Time and attention to create and deliver the training • Opportunity cost • Time and costs involved in the ROI measurement exercise • Other Internal costs

Process Summary – Data Collection Plan • Data collected at different times to provide: • Pre-training baseline • Post-training change analysis • Post-experience change analysis • Data Collection Plan • State the objectives of the training / learning • State the objectives of each phase of data collection at each evaluation Level • Identify any previously used metrics, values or methodologies used by the client, and determine suitability for the current exercise • Select the appropriate evaluation methods • Identify the audiences who will be surveyed for data • Set the timing for the data collection • Allocate responsibilities for data collection and analysis

Process Summary – ROI Analysis Plan • Continuation of the Data Collection Plan, capturing information on the key items needed to develop the actual ROI calculation. • List Significant Data items (usually Level 4 or 3) to be collected • Benefit Factors • Cost Factors • Methods to isolate effects of the learning/training from other influences • Methods to convert data to numerical values • Intangible benefits • Other influences • Communication targets

Process Summary – Data Collection • Identify the purposes of the evaluation. • State clearly what the evaluations are to measure and what the goals of the training are intended to be. • Be as specific as possible about the goals of the training • Ensure goals address the performance enhancement, business improvement or cost savings expectations. • Select the evaluation instruments and methodology. • Establish the timing for the data collection. • Decide whether pre-training analysis is required, or post training analysis, or both. (e.g. pre-training and multiple post-training assessments may be necessary to effectively identify the skills changes in Levels 2, 3 and 4.) • Carry out the data collection at the levels 1-4

Process Summary – Sources of Data • Organisational Performance Records, showing outputs and measurements taken as part of the business’ normal reporting process • Testing and certification assessment records • Participant feedback • Instructor feedback • Feedback from participants’ supervisors/managers • Feedback from participants’ subordinates • Team/group peer feedback • Feedback from other internal or external groups (eg HR training departments)

Process Summary – Evaluation Methods • Identify how the data will be collected and analysed • Surveys • On the job Observation • Interviews • Focus groups • Action plans (or Performance contracts) and Program assignments • Performance data monitoring

Process Summary – Isolate effects of training • Separate training (personal productivity) component of performance change, from new software/systems/processes • Essential for credibility • Potential methods • Use control groups • Impact assessments and estimates by participants, managers, peers • Trend lines • Discount/adjust for over-estimates • Apply “inflation adjustment” for estimates and assessments

Process Summary – Convert to money • Convert data to monetary value • Specific costs and time incurred • Costs and time saved • Quality increase, reduced waste • Improved customer service and satisfaction • “Intangible” benefits (retention, commitment, fewer complaints, reduced conflicts etc)

Process Summary - ROI • Calculate ROI • Benefit-cost ratio= Program Benefits Program Costs • ROI % = Net Program Benefits Program Costs x 100 • Break-even time = Investment Benefit x Period in months

Evaluation Levels 1. Reaction and Planned Action 2. Learning 3. Application and Implementation 4. Business Impact 5. Return on Investment

Writing Objectives Easy as A, B, C, D Audience: Who? Behavior: What do “they” do? Condition: What is the setting and method of evaluation? Degree: Measurement to be met.

Example Objectives Course objective: Learners will be able to make 15 entries in a customer database in 15 minutes with no more than 1 error. Application objective: Learners will be able to reduce the data entry error rate by 50 percent over the next 6 months. Impact objective: Employee time spent correcting database errors is reduced by 25 percent from last year’s rate. Increasing Scope

Costs, Budgets, Accounting Quantifying ROI means accounting for all the costs of the program. Fixed costs: independent of the number of participants. Variable costs: Dependent on the number of participants. There are costs at every step – make sure to account for them all.

Benefits and Soft Skills • Change in: • Attitude, work climate, leadership, teamwork. • We desire these changes because they ultimately effect productivity. • Allow time for change in attitude or behavior, then measure these changes and report qualitatively. • Allow time for change in productivity, then measure for data and report quantitatively.

Create a Data Collection Plan What? New information that needs to be recorded? Who? When? How?

Trend Line Example

Stakeholders: Review Customer Employee Supervisor Subordinate President Board of Directors Stockholders

Thank You.. Any Questions: Dr. Pratik Surana +91-9890653263 [email protected]

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