Project Benefits

Calculating the Return On Investment of each Project with Project Benefits & Costs

Updated Project Benefit features:

In KPI Fire, the Metric feature is great for tracking Key Performance Metrics, and Process Metrics as stand-alone measures.  The Project Benefits features is designed to specifically measure the financial impact of a project. 

  • Data rolls up into meaningful calculations and graphic representations of the total project benefit.
  • Project Benefits roll-up based on either a Cost or Benefit direction.
  • Can be recorded monthly, quarterly, or yearly.

Setting up your Project Benefit

Settings –> Workflows

  • Lock or unlock the editability of Project Benefits from within the settings of that workflow

Direction: Benefit or Cost

  • Benefits:
    • Added to parent Benefits.
    • Can be input as negative or positive values.
  • Costs:
    • Subtracted from parent Benefits.
    • Input is automatically entered as negative values.
  • Best Practice: Use the “< Cost” direction for all cost benefits to gain insight with ROI and Payback Period calculations.

Project Benefit Tile Views

  • Top-Level Benefits can be added by editing the Project Workflow
  • Add Sub-Benefits by selecting the parent Benefit and then clicking the plus sign in the level beneath it


  • Costs must be set to “< Cost” direction to roll up these calculations.
  • Calculations use gross Benefits and Costs, not Total (Net) Benefit
  • ROI: Return on Investment = Total Actual Benefits / Total Actual Costs.
  • Payback Period: Payback Period (months) = Total Actual Costs / (Total Actual Benefits / 12).

Putting It All Together

Project Charter:

  • Use the text fields to plan out the project
  • Check the relevant Tags
  • Link parent Goals and child Metrics
  • Input data from the Project Benefits to view totals, ROI, and Payback Period