EPM ROI Calculator

Current Costs Pain Metrics Expected Gains Investment

Current State Costs

Tell us about your finance team and how they spend their time today.

Finance team size (FP&A/planning roles) Number of people involved in planning and reporting

Average fully-loaded cost per person (£/year) Include salary, benefits, NI. UK average for FP&A is £55-75k.

Hours per month on manual data gathering

20 hrs

Pulling data from systems, cleaning Excel files, reconciling sources

Hours per month on report preparation

25 hrs

Building board packs, management reports, variance analysis

Hours per month on reconciliation and error fixing

15 hrs

Fixing formula errors, tracking down discrepancies, version control issues

Current planning software costs (£/year) If using Excel only, enter £0

Company annual revenue (£, optional) Helps estimate value of better business visibility. Leave blank if unknown.

Current Pain Metrics

Help us understand the operational impact of your current processes.

Days to complete month-end close Working days from period end to final numbers. Best practice is 5-7 days.

Current forecast accuracy (% variance from actual)

15%

Average absolute variance between forecast and actual. Top performers hit <5%.

Budget iterations per cycle How many times do you rework the budget before sign-off?

Hours to produce board pack Total person-hours across the team to produce each board pack

Expected Improvements

Based on industry benchmarks, here's what you can realistically expect. Adjust based on your situation.

Month-end close reduction (days)

3 days

Industry average: 2-4 days reduction. Top implementations achieve 5+.

Time saved on manual work (%)

30%

Automation of data gathering, reporting, reconciliation. Conservative: 20%, Aggressive: 50%.

Forecast accuracy improvement (percentage points)

8 pts

From current variance level. Better forecasts = better decisions.

Scenario assumption

Investment

Enter your expected platform and implementation costs. Don't know yet? We'll suggest typical ranges.

Estimated annual platform cost (£) Annual software licence. Typical range for mid-market: £40k-120k/year.

Implementation cost (£) One-time implementation services. Typically 1-1.5x annual licence cost.

Include training and change management (+15%)

Your ROI Analysis

3-Year ROI 0%

Payback Period 0 months

3-Year Net Value £0

3-Year Financial Model

	Year 1	Year 2	Year 3	Total
Costs	£0	£0	£0	£0
Benefits	£0	£0	£0	£0
Net Value	£0	£0	£0	£0

Benefits Breakdown (Annual)

Time savings (automation) £0

Current software replaced £0

Faster close value £0

Error and risk reduction £0

Better forecast accuracy £0

Strategic capacity freed £0

Cost savings from visibility £0

Assumptions

Year 1 benefits at 50% (ramp-up period during implementation)
3% annual software cost increase
Full benefits realised from Year 2 onwards
Forecast accuracy value based on industry benchmarks for decision improvement
Does not include one-off cost savings from better visibility (often £100k+)

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