Return on Investment Calculator

This return on investment calculator will help you to calculate return on investment for use in the Financial Projections Template and your business plan.

If you are seeking funding for your business by way of investment, it is likely that you will need to include an estimate of the return on investment (ROI) an investor can expect to make from their investment in your business plan. Investors use the return on investment calculation to compare several different investments in deciding whether to invest or not.

Our blog article on return on investment gives full details of how this return on investment calculator can be used.

The Excel ROI calculator, available for download below, helps a business calculate return on investment by entering details of the investment and details of the exit valuation. The calculator provides the return on investment, annualized return on investment, multiple, and compound annual growth rate (CAGR).

return on investment calculator

Return on Investment Calculator Download

The calculator for return on investment spreadsheet is available for download in Excel format by following the link below.

Notes and major health warnings
Users use this annual return on investment calculator template at their own risk. We make no warranty or representation as to its accuracy and we are covered by the terms of our legal disclaimer, which you are deemed to have read. This is an example of an annual rate of ROI calculator that you might use when preparing a business plan. It is purely illustrative. This is not intended to reflect general standards or targets for any particular company or sector. If you do spot a mistake in the returns on investment template, please let us know and we will try to fix it.
Last modified July 16th, 2019 by Michael Brown

About the Author

Chartered accountant Michael Brown is the founder and CEO of Plan Projections. He has worked as an accountant and consultant for more than 25 years and has built financial models for all types of industries. He has been the CFO or controller of both small and medium sized companies and has run small businesses of his own. He has been a manager and an auditor with Deloitte, a big 4 accountancy firm, and holds a BSc from Loughborough University.

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