ROI Cycle – Excel Diagram

Why it matters

• Many AI projects fail by treating ROI as a distant, one-off event.
• The ROI Cycle proves value every 30 days — small wins that compound.
• Gains from one cycle fund the next, creating a self-sustaining rhythm.

How the ROI cycle works

1. Cycle — test one growth driver in a controlled scope; focus on the One Metric That Matters.
2. Measure — track ROI signals: revenue lift, cost saved, time saved, or customer gain; record results.
3. Decide — apply kill criteria; commit to Scale if it works, otherwise Scrap or Re-run.
4. Scale — roll out across teams/regions/products and standardise with a playbook.
5. Reinvest — use savings or growth to fund the next cycle; restart stronger.

Example

• Cycle 1: AI assistant saves 80 staff hours → savings fund next cycle.
• Cycle 2: AI ad targeting cuts cost per lead by 20% → budget reinvested.
• Cycle 3: AI support chatbot reduces wait times → boosts retention.

Inside the file

• ROI Cycle — annotated loop diagram with the five stages.
• Signals — fields for revenue, savings, time, and CX with per-cycle entries.
• Decision Log — kill criteria results, outcome (Scale/Scrap/Re-run), date, notes.
• Reinvestment Tracker — track how gains fund upcoming cycles.
• Poster — clean one-pager for decks and workshops.