Retail Investment Calculator

Professional Excel Templates for your Business

Retail Investment Calculator

Retail Investment Calculator

Retail Investment Calculator – is it worth opening a new shop?

The Retail InveRetail Investment Calculatorstment Calculator is an Excel template that would allow you to find the Return on Investment (ROI) for a new shop. It calculates the profitability of a new investment as well as its break-even sales volume given a set of assumptions.

The Retail Investment template is very easy to use. In our core business (see more About us), we frequently work with clients from the industry. We have tried to fill the model with the most important functionality that one who is about to open a new shop would need.

However, if your place is already up and running, then you will definitely benefit from using other templates that we have prepared for the industry – a light version of a Retail cash flow projections as well as the full-scale Retail Budget Template. These templates would allow you to forecast all types of company’s financials: from sales to financing and payroll expenses.

Functionality of the Retail Investment Calculator Template:

  • Change important assumptions for the new project (e.g. rent expense, the number of clients or the number of employees);Retail Investment Calculator
  • Net present value (NPV) calculations – this indicator will help to determine whether the new project is profitable;
  • Return On Investment (ROI) calculations – evaluate the efficiency of your investment;
  • Calculate the total own funds needed for investment and determine the most critical months in terms of cash flow. Remember that most cafe cannot reach their full revenue potential in the first months of operations.
  • Compare different scenarios for revenue projections (e.g., min, max, average or break-even scenarios);
  • Create break-even scenarios, determine the break-even level of sales, and quickly test viability of your numbers by changing the assumptions;
  • Precisely project total investments into the fixed assets and equipment (kitchen, furniture, main room etc.);
  • Project mark-up for each product group;
  • Get a chart showing the projected development of your cafe cash flow over time.

How to buy?

At first, we recommend that you see how the Retail Investment Calculator looks in Microsoft Excel. To do so, just press the Demo button above and download a demo version, which is exactly the same as the real-life template (except for the formulas being password-protected).

Then just press the Add to cart button above and follow to the checkout!

Let us do the work for you!


Contact our team if you’re looking for additional support with your company’s financial needs! You can request model adjustments for any template found on our website or request a completely customized financial template with your company’s data (operational budgets, cashflow projections, valuation models, cost analysis and other models).


Our company has over 12 years of experience as outsourced CFOs creating and improving financial models for different industries. Over these years we have worked with 500+ companies from 20+ countries in the world. We bet you won’t be able to name an industry we haven’t made financial models for.


The customization services are performed by the same team of analysts that organizes the Financial Modeling World Cup (our group’s company). The Financial Modeling World Cup is the world’s largest financial modeling competition, enjoyed by top-class modelers from all over the world. Our team is trusted by such big names as Microsoft, the main sponsors of the tournament, and ESPN who broadcast the tournaments to TV audience. You can learn more about FMWC here.


Drop us a line at and we’ll get back to you with an offer!


Have feedback or suggestions? Get in touch with our founder & CEO, Andrew Grigolyunovich, CFA:

1 review for Retail Investment Calculator

  1. Adam L. Hoffman

    Best template. It helps a lot.

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