Capital Budgeting (NPV, IRR & Payback) Template
NPV, native-Excel IRR, Profitability Index, and a 5-point discount-rate sensitivity table.
No sign-up or email required. Real Excel formulas, not a screenshot.
What this template does
- ✓Builds the full discounted cash flow schedule and computes NPV and Simple Payback from 4 inputs.
- ✓Adds IRR via Excel's native function and Profitability Index for comparing projects of different sizes.
- ✓Shows a 5-point sensitivity table so you can see how sensitive the decision is to the discount-rate assumption.
What’s inside
Capital Budgeting
A Year/Cash Flow/Discount Factor/PV/Cumulative PV schedule, NPV, Simple Payback, IRR (Excel's native IRR() function), Profitability Index, and a 5-point sensitivity table (±2%, ±4% around the chosen discount rate), colour-coded red/green by sign.
Read Me
The workbook's own documentation and a link to the browser-based calculator.
How to use it
Change any of the 4 inputs at the top (initial investment, cash flows, discount rate, years) and the whole schedule, NPV, IRR, Profitability Index and sensitivity table recalculate.
Want the full walkthrough?
Try the interactive version in your browser, no download needed.
Go deeper
Capital Markets & Equity Research
This template is one piece of a bigger workflow. The course builds the whole thing with real datasets, step by step, with a graded assessment and a verifiable certificate.