Cost Benefit Analysis Excel Template

Do you want to make informed decisions before investing your money? There are many forecasting techniques for investors to calculate the potential profitability of an investment (or a project). And our Cost Benefit Analysis Template offers you one of the neatest and simplest solutions for that. Moreover, it works in Excel!

What is Cost Benefit Analysis?

Cost-benefit analysis (CBA) is a method for weighing the advantages and disadvantages of a project, policy, or investment.

The costs and benefits are quantified and assessed in order to make wise decisions. Typically, the costs come from both direct (such as investment expenditures and operations costs) and indirect sources (such as opportunity costs and environmental effects).

Let us explain how our Cost Benefit Analysis Template in Excel works thoroughly.

Cost Benefit Analysis Excel Template Features

This CBA spreadsheet has two main parts: Cost Benefit Analysis and Investment Comparison.

Cost Benefit Analysis

Firstly, you can generate a cost-benefit diagram in this sheet, automatically. To do that, you need to list all your cost types and benefit types one by one under the related parts.

Please don’t fill out the grey cells as they are calculated by the cost benefit analysis template. You only need to enter the title of the cost or benefit, the yearly increase, and Year 1 data.

After that, the worksheet will dynamically calculate the total expected costs and total benefits. You can see them under the related tables. And at the bottom, you will see the Yearly net profit and the End of Year of Balance.

Also, you can analyze the results in the cost-benefit chart at the top of the sheet. It will display the benefit-cost ration through the years. You can extend the time period of the chart with the dropdown menu at the side.

Investment Comparison

If you consider making an investment, but you are not sure which option is the best for you, you can make an informed decision with Cost Benefit Analysis Template.

This sheet will add all costs and benefits of those options and you can check your investment ROIs. You just need to list the necessary data for your investment options.

You can visually compare the options on the charts at the top.

You can choose the year, which you are going to see on the Cumulative Profit comparison chart, from the drop down menu.

C/B Analysis Excel Template Summary

• Cost/benefit analysis template in Excel
• No need for any extra installation
• Calculate cost breakdown and profitability
• Make investment comparison and better decisions
• Fully printable
• Ready-to-use
• No VBA or Macro codes
• Works both on Mac and Windows