Start Here
See Incremental Cash Flow and Investment Gate
TOOL 07 / 10 · PROFESSIONAL EDITION
CAPEX BUSINESS CASE
Evaluate capital investment and build a business case
Calculate cash flow, NPV, IRR, payback and profitability index, with scenarios and an assumption register.
Download .xlsx file ↓Free · No signup required · No email storage · Open in Excel or Import to Google Sheets
SEE BEFORE YOU DOWNLOAD
Preview the actual file before you download
See 3 key points: Fill out table, Dashboard for decision making and Action Plan for resume.
WORKBOOK GUIDE
What each tab is for
and when to use it
Before Business Case
Assumptions
Define CAPEX, Working Capital, Discount Rate and Threshold
Cash Flow
Estimated Revenue/Benefit, OPEX, Maintenance and Investments
Dashboard
View NPV, IRR, Payback, PI and Decision
Scenario
Test Revenue, OPEX and CAPEX Downside/Base/Upside
Assumption Log
Save Range, Confidence, Owner and Validate Method
Action Plan
Keep track of information and conditions before the Gate.
MEASURE → UNDERSTAND → DECIDE → ACT → FINISH
Start with the 'Start Here' tab
View sample data
Understand Logic, Dashboard, and Guide format first instead of actual data.
Instead of yellow channel
Include your organization's Baseline, Assumption, and Evidence.
Make decisions and take action
Use Scenario and Action Plan to set Owner against deadline
WHAT'S INCLUDED
More than a blank template
a ready-to-use decision framework
- Executive Dashboard
- Sample data with formulas
- Management Insight
- Recommended Actions
- Scenario Analysis
- Action Plan and Owner
NO FORM. NO LOGIN. NO LEAD GATE.