Product School

ROI Template: Align, Prioritize & Calculate

Make smarter product investment decisions using Product School’s ROI Template. Designed with Product leaders in mind, this powerful resource helps you clearly assess potential returns on product initiatives.

The free, easy-to-use template walks you step-by-step through identifying investments, prioritizing outcomes, and calculating ROI to maximize returns. Spend your resources with confidence, knowing which initiatives drive meaningful business results and customer satisfaction.

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Inside the ROI Calculator Template

Download the customizable ROI Calculator Template and streamline how your team evaluates investments in terms of different types of resources. Here’s what’s included:

Investment & Outcomes Worksheets

Investment & Outcomes Worksheets

  • List your initiatives: Use the template to capture and organize your product ideas in one place.

  • Align with business outcomes: Link each initiative to goals like improving engagement, increasing revenue, or boosting customer satisfaction.

  • Identify required resources: What does the initiative need to be successful? Time, money, people? All of the above?

Visual ROI Matrix for Smarter Prioritization

Visual ROI Matrix for Smarter Prioritization

The customizable investment vs. return matrix makes it easy to compare all your initiatives side-by-side. Quickly drag and drop them into one of four quadrants—Quick Wins, Strategic Bets, Nice-to-Haves, and Resource Drains—based on the effort required and potential impact. This visual framework helps you:

  • Align stakeholders around where to focus efforts

  • Spot opportunities fast and avoid resource quagmires

  • Make objective, data-informed decisions about what to pursue and when

Interactive ROI Calculator

Interactive ROI Calculator

Use the variables provided to accurately estimate costs, earnings, and a timeline, leveraging the tried-and-true ROI formula to make informed decisions. Our automated ROI calculator makes it simple to get accurate projections quickly. Simply fill in the information related to:

  • Cost: Development, maintenance, and operational expenses

  • Benefits: Estimated earnings or revenue impact

  • Time: Timeline to develop and launch

  • Risk: Potential technical or market uncertainty

Hit the “calculate ROI” button to receive a full report based on the information provided. Share with the team and other stakeholders!

How to Use the ROI Calculator Template

Calculating ROI has never been easier.

  1. Identify initiatives: List current or proposed product initiatives, including features or infrastructure improvements.

  2. Categorize outcomes: Map each initiative to specific business outcomes like increased engagement, conversion, or satisfaction.

  3. Assess investments: Visually indicate where people, time, and money are being invested for each initiative.

  4. Prioritize effectively: Map initiatives onto the ROI matrix to identify quick wins, strategic projects, or resource-heavy initiatives to avoid.

  5. Calculate ROI: Use the built-in calculator to estimate precise returns for each prioritized initiative, guiding your team toward confident, impactful decisions.

Boost your strategic decision-making power today—download the ROI Calculator Template and prioritize product initiatives with confidence!

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