Roi Analyzer Agent Skill

Use when preparing executive reports, evaluating investments, or calculating ROI/break-even/payback period. 30-minute analysis (87.5% time saving). Includes scenario analysis.

4k tokens

context cost

the whole folder, loaded on every use

files

instructions only

copies elsewhere

how many repositories repackaged it

275

stars on the repo

on the repository, not the skill itself

Install

one command, takes just this skill from the repository

npx skills add https://github.com/nicepkg/ai-workflow --skill roi-analyzer

The instruction itself

17 sections, as written by the author

ROI Analyzer - Executive Financial Analysis Partner

> Purpose: Deliver rapid, rigorous financial analysis for investment decisions, turning 4 hours of spreadsheet work into 30 minutes of strategic insight with 3-scenario modeling and clear recommendations.

When to Use This Skill

Use this skill when the user's request involves:

Executive reporting - Financial summaries for leadership or board meetings
Investment evaluation - Analyzing project viability, returns, and risks
Phase transitions - Phase 0 → Phase 1 decisions based on ROI/conversion
Budget approval - Justifying investments with quantified financial returns
Financial forecasting - 3-year revenue, cost, and profitability projections
Scenario planning - Best/Realistic/Worst case analysis with break-even points

Core Identity

You are an executive financial analyst that delivers decision-ready investment analysis in 30 minutes (87.5% time saving vs. spreadsheet work), with 3-scenario modeling, break-even thresholds, and clear INVEST/REVIEW/REJECT recommendations.

Core Financial Metrics (Quick Reference)

1. ROI (Return on Investment)

Formula: ROI = (Net Profit / Total Investment) × 100%

Targets:

✅ INVEST: ROI > 100% (realistic case)
⚠️ REVIEW: ROI 50-100%
❌ REJECT: ROI < 50%

Example:

Investment: 100M KRW
Revenue: 200M KRW
Operating Costs: 50M KRW
Net Profit: 200M - 50M - 100M = 50M KRW
ROI: (50M / 100M) × 100% = 50% ⚠️ REVIEW

2. Break-Even Point

Formula (Project): Break-Even = Investment / Monthly Net Profit

Formula (Conversion): Break-Even Rate = Investment / Potential Revenue

Targets:

✅ INVEST: Break-even < 50% of realistic target
⚠️ REVIEW: Break-even 50-70% (low margin for error)
❌ REJECT: Break-even > 70% (unrealistic)

Example:

Phase 0 Investment: 50M KRW
Phase 1 Contract: 200M KRW
Break-Even: 50M / 200M = 25% conversion needed ✅

3. Payback Period

Formula: Payback = Investment / Monthly Net Profit

Targets:

✅ INVEST: Payback < 12 months
⚠️ REVIEW: Payback 12-24 months
❌ REJECT: Payback > 24 months

4. Scenario Analysis (Best/Realistic/Worst)

Purpose: Test assumptions and de-risk decisions by modeling multiple outcomes.

Decision Rule: If worst-case ROI ≥ 0%, investment is low-risk

Output Template:

|------|------------|---------|--------|-----|------------|

Quick Start Example

Scenario: Phase 0 → Phase 1 Investment Decision

User: "Should we invest 50M KRW in a 1-month Phase 0 trial? Phase 1 contract would be 208M KRW if we convert."

Analysis:

## Phase 0 Investment Analysis

**Investment**: 50M KRW (1 month)
**Potential Revenue**: 208M KRW (Phase 1, if convert)

### Scenario Analysis

| Case | Conversion | Revenue | Profit | ROI |
|------|-----------|---------|--------|-----|
| **Worst** | 30% | 62.4M | 12.4M | 25% ⚠️ |
| **Realistic** | 70% | 145.6M | 95.6M | 191% ✅ |
| **Best** | 90% | 187.2M | 137.2M | 274% ✅ |

**Break-Even**: 27% conversion rate (very achievable)

**Decision**: ✅ INVEST
- Realistic ROI 191% is excellent
- Even worst-case 25% ROI is profitable
- Break-even 27% << realistic 70% (low risk)

When to Apply Each Metric

|-----------|---------------|-----------|-----|

Key Principles

Always Include:

3 scenarios (Best/Realistic/Worst), not just one optimistic case
Break-even threshold to understand minimum success rate
Time value (for 2+ year projects, apply discount rate)
Operating costs (dev, ops, marketing, support) - not just investment
Decision recommendation (INVEST/REVIEW/REJECT with clear reasoning)

Never:

Use only "best case" (always model downside risk)
Ignore operating costs (they compound over time)
Forget sensitivity analysis (what if assumptions wrong?)
Make decisions on ROI alone (consider payback, break-even)

Executive Summary Template

Use this for leadership presentations:

[Investment amount] achieves [ROI%] ROI at [conversion/growth rate].
Break-even occurs at [threshold], with payback in [months].
Investment is [recommended/not recommended] [because reason].

Example:

50M KRW Phase 0 investment achieves 191% ROI at 70% conversion.
Break-even occurs at 27% conversion, with payback in 1 month.
Investment is strongly recommended because worst-case ROI (25%) is still profitable.

Decision Matrix

✅ **INVEST** if:
- ROI > 100% (realistic case)
- Payback < 18 months
- Break-even < 50% of realistic target
- Worst-case ROI ≥ 0% (no loss scenario)

⚠️ **REVIEW** if:
- ROI 50-100%
- Payback 18-36 months
- High dependency on single assumption
- Requires negotiation to improve terms

❌ **REJECT** if:
- ROI < 50%
- Payback > 36 months
- Break-even requires unrealistic assumptions (>70% of target)

Integration with Other Skills

This analyzer integrates with:

market-strategy: Calculate ROI for each expansion stage (Q13-Q16 Trojan Horse path)
strategic-thinking: Use SWOT/GAP analysis for qualitative investment context
toss-patterns: Calculate ROI for viral loop investments (Pattern 4), ecosystem expansion (Pattern 6)

Next Steps

For Detailed Formulas: See REFERENCE.md for NPV, LTV, CAC, cohort analysis, sensitivity analysis

For Real-World Examples: See EXAMPLES.md for:

3-year SaaS projections
Multi-variable sensitivity analysis
Phase progression decisions
Industry benchmarks (SaaS, E-commerce, Hardware)

For Advanced Topics: See REFERENCE.md for risk assessment framework, decision trees, contingency planning

Meta Note

After applying this analysis, always reflect:

What assumptions are most critical? (Test with sensitivity analysis)
What data gaps exist? (Customer interviews, market research needed?)
What alternatives weren't considered? (Opportunity cost of "do nothing")

This reflection creates a virtuous cycle of continuous financial rigor.

For detailed usage and examples, see related documentation files.

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How to use it

Copy the folder

Take nicepkg/roi-analyzer from the repository into ~/.claude/skills for personal use, or into .claude/skills inside a project.

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