Financial Analysis for Project Name

Created by: Date:

Note: Change the inputs, such as interest rate, number of years, costs, and benefits. Formulas are entered in
the Excel file used to create this template. Be sure to double-check the formulas based on the inputs.

Discount rate 8%

Assume the project is completed in Year 0 Year

0 1 2 3 Total
Costs 100 100 100 100
Discount factor 1.00 0.93 0.86 0.79
Discounted costs 100 93 86 79 358

Benefits 0 200 200 200

Discount factor 1.00 0.93 0.86 0.79
Discounted benefits 0 185 171 159 515

Discounted benefits - costs (100) 93 86 79 158 NPV

Cumulative benefits - costs (100) (7) 78 158

ROI 44%
Payback before Year X
Assumptions
Enter assumptions here