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The included Capital Budgeting Business Case model contains 5 tabs Sample Business Case Model – Documentation (1 of 4) Overview Tab The “Overview” tab, in orange, provides a 5-year financial summary of both the benefit case, cost of investment, resulting cash flow analysis, and key financial metrics to drive business decisions.  It contains very few inputs, as values are pulled from the next 4 tabs. Benefits Tabs The next 3 tabs, in green, comprise the identified financial, quantifiable benefits, divided into the sections of “Revenue Enhancements, “Costs Benefits,” and Capital Benefits.” The benefits and associated assumptions are clearly defined and calculated in these tabs.  For each benefit, values are calculated over the 5-year time frame and are pulled into the “Overview” tab. Cost of Investment Tab The “Cost of Investment” tab, in red, delineates the identified costs associated with undertaking this project/initiative.  In the example model, it has been structured similar to the benefit tabs, though this does not need to be the case.  The structure is dependent entirely and how the cost structure of this investment. Costs are also calculated over 5 years and summarized in the “Overview” tab.
The first tab, Overview, presents the financial summary—and is the report  presented to executives Sample Business Case Model – Documentation (2 of 4) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],1 2 3 4 5 6 1 2 3 4 5 6 ,[object Object],[object Object],OVERVIEW TAB 7 8 7 8 ,[object Object],[object Object]
Your benefits should be clearly defined—both in terms of definitions and calculations—remember, these need to be validated Sample Business Case Model – Documentation (3 of 4) BENEFIT TABS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Structure your cost of investment to best reflect the actual cost structure of your initiative Sample Business Case Model – Documentation (4 of 4) COST OF INVESTMENT TAB ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
THIS DOCUMENT ONLY INCLUDES THE MODEL DOCUMENTATION  PORTION OF THE ‘BUSINESS CASE TOOLKIT’ You can check out and download the  full Business Case Toolkit here: http://learnppt.com/powerpoint/58_Business-Case-Development-Toolkit-with-Excel-model.php
Browse our catalog of PowerPoint Diagram Packs http://learnppt.com/powerpoint   Join our mailing list and receive the  Basic Toolkit for free ! http://learnppt.com/mailinglist   Read our eBook – How to Become a PowerPoint Guru http://learnppt.com/

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Business Case Excel Financial Model Documentation

  • 1. The included Capital Budgeting Business Case model contains 5 tabs Sample Business Case Model – Documentation (1 of 4) Overview Tab The “Overview” tab, in orange, provides a 5-year financial summary of both the benefit case, cost of investment, resulting cash flow analysis, and key financial metrics to drive business decisions. It contains very few inputs, as values are pulled from the next 4 tabs. Benefits Tabs The next 3 tabs, in green, comprise the identified financial, quantifiable benefits, divided into the sections of “Revenue Enhancements, “Costs Benefits,” and Capital Benefits.” The benefits and associated assumptions are clearly defined and calculated in these tabs. For each benefit, values are calculated over the 5-year time frame and are pulled into the “Overview” tab. Cost of Investment Tab The “Cost of Investment” tab, in red, delineates the identified costs associated with undertaking this project/initiative. In the example model, it has been structured similar to the benefit tabs, though this does not need to be the case. The structure is dependent entirely and how the cost structure of this investment. Costs are also calculated over 5 years and summarized in the “Overview” tab.
  • 2.
  • 3.
  • 4.
  • 5. THIS DOCUMENT ONLY INCLUDES THE MODEL DOCUMENTATION PORTION OF THE ‘BUSINESS CASE TOOLKIT’ You can check out and download the full Business Case Toolkit here: http://learnppt.com/powerpoint/58_Business-Case-Development-Toolkit-with-Excel-model.php
  • 6. Browse our catalog of PowerPoint Diagram Packs http://learnppt.com/powerpoint Join our mailing list and receive the Basic Toolkit for free ! http://learnppt.com/mailinglist Read our eBook – How to Become a PowerPoint Guru http://learnppt.com/

Editor's Notes

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