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See the full CAPEX approval workflow in action. Submit a sample investment proposal and experience the approval process.

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1
Details
2
Financials
3
KPIs
4
Review
5
Export

Project Details

Describe the investment opportunity and its strategic rationale.

Short, descriptive name for the investment project

Financial Impact

Enter the investment details and expected financial returns.

$
Total CAPEX required for the project
Expected useful life for depreciation (1-30 years)
$
Expected additional revenue per year
$
Expected annual cost reduction
$
New ongoing costs created by this investment
Corporate tax rate for tax shield calculation

Annual Cash Flow Projection

Year Net Cash Flow Cumulative

Cash flows auto-calculated from inputs above. Edit individual year values if needed.

Investment KPI Dashboard

Auto-calculated key performance indicators for your CAPEX proposal.

Return on Investment
--
Annual net benefit / investment
Net Present Value
--
At 10% discount rate
Internal Rate of Return
--
Rate that makes NPV = 0
Payback Period
--
Years to recover investment

Financial Statement Impact (Annual)

P&L Impact

Revenue Increase--
Cost Savings--
New Operating Cost--
Depreciation--
Net P&L Impact--

Balance Sheet Impact

Asset Addition--
Annual Depreciation--
Net Book Value (Yr 1)--
Net Book Value (End)--

Cash Flow Impact

Initial Investment--
Annual Operating CF--
Tax Shield (Depr)--
Annual Net CF--

Review & Submit

Review your CAPEX proposal before submitting for approval.

Project Details

Project Title--
Description--
Rationale--

Financial Summary

Total Investment--
Useful Life--
Annual Revenue Increase--
Annual Cost Savings--
Annual New Opex--

Key Performance Indicators

ROI--
NPV--
IRR--
Payback Period--

Approval Routing

Submission Complete

Your CAPEX proposal has been submitted for approval.

Approval Status

Export CAPEX Proposal

Download the proposal in your preferred format for ERP import or records.

Email Report

Send the full CAPEX proposal to any email address.