A Return-on-Investment (ROI) Excel Template is a tool used by investors and businesses to measure the efficiency of an investment. It is used to calculate the net profit or loss generated from an investment, and to assess the investment’s overall performance. It’s a great way to track and analyze the financial performance of an investment over time.
The template typically includes several tabs, each with a different purpose. The tabs include:
Using the template is fairly straightforward. First, enter your investment information in the Investment Information tab. This includes the date of the investment, the amount invested, and the interest rate. Then, enter the return on investment information in the Return on Investment tab. This includes the return on investment, the total return, and the annual return. Next, enter the cash flow information in the Cash Flow tab. This includes the initial investment, the total cash flow, and the cash flow per period. Finally, enter the risk information in the Risk Analysis tab. This includes the investment risk, the return risk, and the return risk per period.
Once you have entered all of the required information, the template will generate several outputs. These include:
The template will also generate a graph which visualizes the return on investment over time. This will help you to quickly and easily see the performance of your investment over time.
A Return-on-Investment (ROI) Excel Template is a powerful tool for investors and businesses to measure the efficiency of an investment. It is used to calculate the net profit or loss generated from an investment, and to assess the investment’s overall performance. By entering the investment information, the cash flow information, the risk information, and the sensitivity analysis information into the template, the template will generate several outputs which will help you to quickly and easily assess the performance of your investment.