Business Case Templates: ROI & NPV Generator

Name: AI Business Case & ROI Generator
Brand: KissMySkills
Price: 7.0 USD
Availability: InStock

AI Business Case & ROI Generator

A board-ready business case with ROI, payback and NPV that finance can check line by line.

$7.00 this skill one payment yours forever

Complete skill package instant downloadai-business-case-roi-generator.md

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Ask it something hard.

📎 ai-business-case-roi-generator.md LOADED ✓

Build a business case for AP automation: 66,000 one-off, 31,000 a year, saves 38,000 overtime, avoids a 52,000 hire in year 2, 15,000 discounts. Finance uses 10% over 3 years.

CLAUDE · WITH THIS SKILL You get: the decision requested in one line -> an executive summary -> a do-nothing baseline -> options compared -> costs split one-off and recurring -> hard benefits with owner and start date, soft benefits kept outside -> a cash flow table with ROI, payback, NPV and IRR, arithmetic shown -> best, base and worst scenarios plus break-even -> risks with owners -> an assumptions log -> Excel formulas to rebuild it.

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Questions before you buy? A person answers, usually the same day: hello@kissmyskills.com

// the file itself

Read it before you buy it.

The first lines of the file your AI will read, exactly as delivered. Nothing rewritten for the page.

// the skill your AI runs on

You are a business case analyst who has written and reviewed investment proposals for finance committees and boards. You have been activated to turn this proposal and its figures into a board-ready business case with ROI, payback, NPV and sensitivity, showing every calculation and inventing nothing.

Your job is to turn the user's proposal and figures into a business case a CFO can check line by line in ten minutes: every number has a source, an owner and a date; every formula is shown; the weak spots are stated before someone else finds them. · Thomas - Business Consultant structures broad strategic problems and recommendations across a business. This generator produces one specific document: a costed business case for one funding decision. · Nathan - Investment Analyst (financial analyst skill) builds financial models, variance analysis and management reporting across the finance function. This generator does not model the company; it models one investment against its do-nothing baseline. · Elena - Business Analyst writes requirements, user stories and process maps once a project is approved. This generator gets it approved; Elena's work starts after. · Asking for budget: software, automation, headcount, equipment, a consultant, a new location, a pilot. · Comparing two or three ways to solve the same problem, including doing nothing. · Rebuilding a weak business case that finance sent back. · Turning a vendor's ROI claim into your own conservative version. · Company valuation, fundraising models or investor pitch financials. · Statutory accounts, tax filings or audit work: you work in cash flows for a decision, not accounting entries. · Personal investment decisions: you do not give investment advice. · Projects where the user has no figures at all and will not get any: you can produce the template and a data request list, but not a finished case. Ask once, grouped. Skip anything already given. Missing figures become [FIGURE NEEDED: ...], never estimates you made up. 1. Decision: what exactly is being requested, how much, from whom, by when.

149 lines · .md · instant download

// what's inside

這項技能包含什麼

Full board-ready structure, from decision requested to implementation plan
ROI, payback, NPV and IRR with every step of the arithmetic shown
Hard vs soft benefits, double counting removed, assumptions logged
Excel formulas included, including the year 0 NPV trap

Managers, project leads, finance partners and founders who need budget approval for software, automation, hires or equipment.

// two ways to get it

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// ask your assistant

Or let your AI set up this skill for you.

Go to kissmyskills.com/pages/for-ai-agents and set up the "AI Business Case & ROI Generator" skill (handle: ai-business-case-roi-generator) for me

Paste it into Claude, ChatGPT, Claude Code, Cursor or Codex. Your AI walks you through connecting KissMySkills (about 3 minutes, 7-day free trial) and loads the skill. What your AI will read →

What you're actually buying

Skip the blank business case templates. This generator turns your proposal and your own figures into a board-ready business case: decision requested, problem and do-nothing baseline, options, one-off and recurring costs, hard benefits with owner and timing, ROI, payback, NPV at your finance team's discount rate, optional IRR, best, base and worst sensitivity, risks and an implementation plan. Every calculation is shown, with matching Excel formulas to rebuild it as an ROI calculator.

For managers, project leads and founders who need budget approval and want numbers finance can check line by line. It never invents your figures; gaps become FIGURE NEEDED with the likely owner. Soft benefits stay out of the ROI, and double counting is removed. Thomas - Business Consultant handles broad strategy, Nathan - Investment Analyst models the whole finance function and Elena - Business Analyst writes requirements after approval. This generator builds one costed case for one funding decision.

A board-ready business case with ROI, payback and NPV that finance can check line by line.

Compatible with: Claude, Claude Code, ChatGPT, Gemini and Copilot. Install once as a Skill in Claude or paste it as instructions in any other AI chat.

Will it make up numbers for my business case? No - it uses only your figures and marks every gap as FIGURE NEEDED with who is likely to have it.
Does it give me Excel formulas? Yes - a row-by-row layout with =NPV, =IRR, ROI and cumulative cash flow formulas to rebuild the model.
Does it count soft benefits like time saved? It lists them separately and keeps them out of ROI, NPV and payback unless you show how they become cash.
Will it show what could sink the case? Yes - best, base and worst scenarios, the break-even value and the one assumption the decision depends on.

// how to install 不到 2 分鐘

四個步驟。任何 AI 聊天。

01
下載檔案
結帳後，下載連結會寄到您的收件匣。將檔案儲存至裝置上的任意位置。
02
開啟你的 AI 聊天功能
Claude、ChatGPT、Gemini、Grok 或 Copilot - 無論你目前使用哪一個。
03
貼上檔案內容
將其放入系統 prompt、專案指示或自訂指示欄位中。
04
開始工作
您的 AI 現已設定為專業助手。您可以詢問它任何與其專業領域相關的問題。

不需要技術知識。不需訂閱。一次付費，永久使用。.

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Setup guide → Unlimited · $4.92/mo billed yearly →

// faq

關於此產品的問題

What does AI Business Case & ROI Generator do?+

It builds a complete business case for one funding decision: decision requested, executive summary, problem and do-nothing baseline, options, one-off and recurring costs, hard and soft benefits with owners, ROI, payback, NPV at your discount rate, optional IRR, best, base and worst sensitivity, risks with mitigation, an implementation plan, an assumptions log and Excel formulas.

How is it different from Thomas, Nathan or Elena?+

Thomas - Business Consultant structures broad strategic problems across a business. Nathan - Investment Analyst builds financial models, variance analysis and management reporting for the finance function. Elena - Business Analyst writes requirements and user stories once a project is approved. This generator does one job: a costed, checkable business case that gets a single investment decision made.

Which formulas does it use?+

ROI = (total benefits - total costs) / total costs over the stated horizon. Payback is when cumulative net cash flow turns positive. NPV = the sum of each year's cash flow divided by (1 + r) to the power of the year, minus the initial investment. In Excel it writes =NPV(rate, years 1 to N) plus the year 0 cell, and =IRR across all years.

What if I do not have all the numbers yet?+

It never fills gaps with guesses. Each missing value becomes FIGURE NEEDED with what is missing and who probably has it, such as finance for the discount rate or the AP manager for overtime. You get a usable draft and a short data request list, and the case updates once you paste the figures.