Spend and return on one row
Each project carries its own cost and its own measured return, side by side, so ROI is a number you can read off the table instead of reconstructing from three systems every board prep.
Projects
Find out which projects actually pay off, while the budget can still be moved
CX Cash ties spend and return to each project, computes ROI per initiative, and watches the curve over time, so the migration that's bleeding cash shows up long before the post-mortem.
CX Cash
Active projects
7
Spend to date
$1.84M
Return booked
$3.12M
Blended ROI
69%
| Project | Spend | Return | ROI | Status |
|---|---|---|---|---|
| Self-serve onboarding | $420K | $1.05M | 150% | Paid back |
| EU data residency | $610K | $880K | 44% | On track |
| Partner API v2 | $285K | $390K | 37% | On track |
| Salesforce migration | $330K | $210K | -36% | At risk |
| Mobile redesign | $195K | $590K | 203% | Paid back |
Self-serve onboarding · cumulative return vs spend
▲ +150% ROIYou fund projects, but you can't say which ones earned it back
Spend lives in the GL by cost center. Return shows up in revenue, retention or hours saved, somewhere else entirely, weeks later. So nobody stitches the two together per project, and the green-light decision for the next quarter gets made on gut feel and the loudest sponsor in the room. Meanwhile a six-figure migration has been negative for two quarters and nobody has connected the spend to the result.
What you can do
Ranked, so the laggards surface
Projects sort by ROI with a clear status on each, which means the one running at minus 36% sits at the bottom in plain sight rather than hiding inside a blended average that looks fine.
Payback curve over time
Watch cumulative return climb against spend month by month for any project, so you see the crossover into positive territory coming, or see that it never does.
Blended view for the portfolio
Roll every active project into one ROI figure and total spend, so you can answer how the whole project budget is performing without opening seven spreadsheets.
Per project
spend, return and ROI on one row
Ranked
laggards surface, not hidden in a blend
Live
ROI updates as spend and return land
Onboard in three steps
- 01
Tag spend to a project
Map cost centers, vendors and contractor invoices from your connected accounting data to each initiative once, and new spend flows to the right project from then on.
- 02
Attach the return
Point each project at the revenue, retention lift or cost saving it was meant to drive, and CX Cash computes ROI per project and ranks them as the numbers land.
- 03
Review and reallocate
Read the table before the next planning cycle, drill into any project's payback curve, and move the budget toward what's actually returning.
Early access
Be first to use Project Finance ROI per project
Drop your email — we'll invite you to test Project Finance ROI per project with your own numbers and tell you the moment it's live. No spam.
Go deeper on Financial Modeling, Scenario Planning & Risk
- Financial Modeling, Scenario Planning & Risk
Financial Modeling Best Practices: Build Guardrails, Not a Glass Cockpit You Can't Read
- Financial Modeling, Scenario Planning & Risk
Scenario Analysis for Founders: Calculate Three Lines Before You Move
- Financial Modeling, Scenario Planning & Risk
CAC Payback Period: How to Pace Your Spend Like a Negative Split
Questions
How does CX Cash know what a project cost? +
You map cost centers, vendor invoices and contractor spend from your connected accounting data to each project once. After that, new spend tagged the same way rolls into the right project automatically, so the cost side stays current without manual re-keying.
How is the return measured? +
You attach each project to the outcome it was meant to drive: new revenue, retention lift, or a measurable cost saving such as hours or tooling no longer paid for. CX Cash divides that return against the spend to give a per-project ROI you can compare across initiatives.
What counts as a project here? +
Any discrete initiative you fund and want to judge on its own: a migration, a new feature line, a market expansion, a tooling rollout. If it has its own spend and its own intended payoff, it gets its own row.
Can I see why a project is underwater? +
Yes. Open any project to see the cumulative return plotted against spend over time. A line that never crosses into positive territory tells you the payoff isn't landing, well before the next funding decision is due.