Intro / What it is
Investing time, money, or resources into projects without knowing their return can lead to wasted effort and missed opportunities. The ClickUp ROI Template helps you break down and compare net profit vs. initial investment, so you can evaluate ROI clearly. It’s designed to be simple, adaptable, and ready to go—no complicated setup required. (ClickUp)
Key Benefits
See profitability upfront — determine whether a project or investment is financially viable before you commit.
Compare multiple options — evaluate which initiatives give you the best return so you can prioritize wisely.
Track real vs projected ROI — update inputs over time to see how actual results stack up against forecasts.
Improve financial accountability — make cost, revenue, and investment transparent for teams and stakeholders.
Save time — use built-in fields and views to calculate ROI without manual spreadsheets.
Template Details / Features
Here are the main components you’ll get with this template: (ClickUp)
Element | Description |
|---|---|
Custom Fields (≈5) | Fields to capture costs (initial & recurring), revenues, timeframe, profit, and ROI percentage. (ClickUp) |
Statuses (2) | Simple statuses to show if investment/project is “Proposed / Planned” vs “Active / Complete” etc. (ClickUp) |
Views (2) | Different perspectives—such as a comparison view and a detailed investment breakdown view. (ClickUp) |
How to Use It / Steps
Enter investment details
Fill in all your cost inputs: initial investment, ongoing expenses, estimated duration.Provide revenue estimates
Add projected income or benefits that the investment will generate.Calculate ROI
Use the template’s fields to compute net profit and ROI (often: (Revenue − Cost) ÷ Cost).Compare different projects
Repeat steps 1-3 for multiple options to see side-by-side which ones offer the best return.Monitor actuals vs forecasts
As time goes on, update actual results to see if your projections were accurate, adjust future projections accordingly.
Sales & CRM
Operations
ROI Template
Quickly measure returns, costs & profitability so you know which projects are worth investing in.
Features
Track cost, revenue, and return all in one place.
Compare potential investments side by side.
See status of each opportunity at a glance.
Update projections with real data to stay on track.
