# Roi Estimator

> Estimate the ROI, payback, and NPV of an investment, project, or purchase. Use when asked to calculate ROI, build a business case, justify a purchase/initiative, work out payback period, or compare options by return. Produces a computed ROI summary (net benefit, ROI %, payback, simple NPV) with the assumptions made explicit and a sensitivity note, so a business case is defensible.

- **Type:** Skill
- **Install:** `agentstack add skill-mohitagw15856-pm-claude-skills-roi-estimator`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [mohitagw15856](https://agentstack.voostack.com/s/mohitagw15856)
- **Installs:** 0
- **Category:** [AI & ML](https://agentstack.voostack.com/c/ai-and-ml)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [mohitagw15856](https://github.com/mohitagw15856)
- **Source:** https://github.com/mohitagw15856/pm-claude-skills/tree/main/plugins/pm-calculators/skills/roi-estimator
- **Website:** https://mohitagw15856.github.io/pm-claude-skills/

## Install

```sh
agentstack add skill-mohitagw15856-pm-claude-skills-roi-estimator
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# ROI Estimator Skill

Every "should we spend on this?" decision needs a defensible number. This skill estimates the return —
ROI %, payback period, and a simple NPV that accounts for the time value of money — from costs and
expected benefits, with the assumptions stated and a sensitivity check, so a business case survives the
first sceptical question instead of collapsing.

## Required Inputs

Ask for these only if they aren't already provided:

- **Costs** — upfront cost, and any ongoing/recurring cost (per period).
- **Benefits** — the expected gain per period (revenue uplift, cost saved, time saved × loaded rate). Quantify; if it's an estimate, say so.
- **Time horizon** — over how many periods to evaluate (e.g. 3 years).
- **Discount rate** — for NPV (default ~10%); state it.

## Output Format

### ROI: [investment]

**1. The numbers** (via the helper):

| Metric | Value |
|---|---|
| Total cost (over horizon) | |
| Total benefit (over horizon) | |
| Net benefit | |
| **ROI %** | |
| **Payback period** | |
| Simple NPV (@ discount rate) | |

**2. The verdict** — worth it / marginal / no, in one line, and against what bar (e.g. beats the discount-rate hurdle, payback within tolerance).

**3. Assumptions** — list them explicitly. The benefit is usually the soft number — flag it, and give a **conservative / expected / optimistic** range rather than a single point.

**4. Sensitivity** — the one assumption the conclusion hinges on, and at what value the decision flips.

## Programmatic Helper

`scripts/roi.py` (stdlib only) computes ROI, payback, and NPV:

```bash
# in.json: {"upfront_cost":50000,"recurring_cost":2000,"benefit_per_period":18000,"periods":36,"discount_rate_annual":0.1,"period":"month"}
python3 scripts/roi.py in.json
python3 scripts/roi.py in.json --json
```

## Quality Checks

- [ ] Costs include recurring/ongoing, not just upfront
- [ ] NPV is computed (time value of money), not just raw ROI
- [ ] Benefits are given as a range (conservative/expected/optimistic), not a single optimistic point
- [ ] Every assumption is listed explicitly
- [ ] A sensitivity note names the assumption the verdict hinges on and its flip point

## Anti-Patterns

- [ ] Do not ignore ongoing costs — a low upfront, high-recurring option can lose to a pricier one-time buy
- [ ] Do not present a single benefit number as fact — it's the softest input; give a range and flag it
- [ ] Do not skip discounting for multi-year cases — $1 in year 3 isn't $1 today
- [ ] Do not bury the assumptions — a business case is only as credible as its stated inputs
- [ ] Do not omit payback — a great 5-year ROI with a 4-year payback may still be too slow to fund

## Based On

Business-case / capital-budgeting practice — ROI, payback period, NPV, and assumption sensitivity.

## Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [mohitagw15856](https://github.com/mohitagw15856)
- **Source:** [mohitagw15856/pm-claude-skills](https://github.com/mohitagw15856/pm-claude-skills)
- **License:** MIT
- **Homepage:** https://mohitagw15856.github.io/pm-claude-skills/

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-mohitagw15856-pm-claude-skills-roi-estimator
- Seller: https://agentstack.voostack.com/s/mohitagw15856
- Browse the marketplace: https://agentstack.voostack.com/browse

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Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.