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Learn how to use the RPA ROI Calculator
Getting Started
The RPA ROI Calculator helps you make data-driven decisions about which business processes to automate. In just a few minutes, you can calculate the potential return on investment for any robotic process automation initiative.
Step 1: Create an Account
Click Get Started on the homepage or navigate to the registration page. You'll need:
- A username
- An email address
- A password
After registering, you'll be automatically logged in and taken to your dashboard.
Step 2: Create Your First Project
Projects are the top-level containers for your automation analysis. Think of a project as a department or business function you're evaluating. From the dashboard, click New Project and fill in:
- Project Name — e.g., "Finance Department Automation"
- Description — a brief summary of the initiative
- Department — the business unit this applies to
- Company Name — your organization
Step 3: Add a Scenario
Within a project, add one or more scenarios. Each scenario represents a specific process you're considering automating — like invoice processing, data entry, or report generation. You'll enter details about the current manual process and the expected automation costs.
Don't know where to start? Use the Load from Template button to choose from 10 pre-built process templates (Invoice Processing, Payroll, Password Reset, and more). Templates fill in realistic default values so you can see results immediately and adjust from there.
Tip: Start with a process you know well. It's easier to estimate inputs for a process you've observed firsthand.
Step 4: Review Results
Once you save a scenario, the calculator instantly computes key metrics including monthly savings, annual ROI, payback period, FTEs saved, and Net Present Value (NPV). You'll also see multi-year projection charts, a sensitivity analysis with interactive sliders, and an implementation complexity rating.
Step 5: Compare & Report
Add multiple scenarios to a project and use the Compare feature to see them side by side. When you're ready to present your findings, download professional PDF reports, CSV data, or Excel spreadsheets.
Step 6: Set Your Preferences
Visit your Profile to set your preferred currency (EUR, USD, or GBP). All displays, charts, and exported reports will use your selected currency symbol.