AI ROI Calculation Spreadsheet Template

Most AI business cases fall apart when a finance director asks the awkward questions. How did you derive the productivity uplift? Have you included inference, integration and change-management costs? What happens to ROI if adoption lands at 40% rather than 80%? This template is designed to answer those questions before they are asked.

The Excel model is fully priced in GBP and structured around three years of cashflows, with explicit inputs for build, licensing, compute, integration, change management and ongoing run costs. Benefit categories follow a conservative approach: labour-hour savings valued at fully loaded UK salary costs, revenue uplift from retention and conversion, and error-reduction savings net of double counting. Outputs include NPV at a configurable discount rate, payback period, IRR and a one-page executive summary.

Scenario toggles let you flex assumptions across base, downside and upside cases, with a sensitivity heatmap that shows which inputs matter most. A worked example based on an AI customer support deployment is included so you can see how the model behaves with realistic UK numbers. The accompanying PDF walks through each assumption and cites benchmark ranges drawn from real UK client engagements.