ROI Analysis Report:

The ROI (Return on Investment) Analysis Report provides asset-level insights into financial performance by comparing budgeted and actual values across revenue, operational cost, and profit/loss. This report helps in tracking how effectively an asset is generating returns over time.

Report Types Included:

• Asset Wise Current ROI Status: Shows total investment (TII Amount), actual revenue, operational cost, cumulative profit/loss, and ROI%. Helps determine whether the asset has started yielding profits and how efficient it is.
• Revenue Variance Report: Compares budgeted vs actual revenue. Highlights shortfalls or overperformance.
• Operational Cost Variance Report: Compares budgeted vs actual operational costs. Identifies overspending or cost-saving.
• Net Profit/Loss Variance Report: Calculates budgeted vs actual net profit/loss. Helps assess overall profitability deviation.

Key Benefits:

• Track how many months an asset takes to become profitable.
• Identify underperforming or high-performing assets.
• Support budgeting decisions for future asset purchases.
• Understand financial efficiency across different types of assets.

Insights Provided:

• Cumulative ROI % to assess return efficiency.
• Variance values to analyze gaps between planned and actual performance.
• Asset-level tracking to monitor investment effectiveness.