Payback Period

Payback Period measures how long it takes for an initiative to recover its costs through benefits. It is evaluated against the Payback Threshold configured in your org’s settings. At the Org / Portfolio / Product level:

Metric	Notes
Within threshold	Initiatives recovering estimated costs within the accepted maximum. More is better.
Median	Median estimated payback period across all initiatives. A cleaner read than an average.
Range	Spread between shortest and longest estimated payback. A wide range signals uneven cost recovery.
Trend	Change in median estimated payback compared to the previous month. Negative means initiatives are paying back faster.

At the Initiative level:

Metric	Notes
Estimated	Original projected payback period of the initiative.
Realized	PV of actual benefits as a % of PV of actual costs. 100% = breakeven reached on actuals.
Forecasted	Payback forecasted using actual cash flows plus remaining projections. Best estimate of the payback period.
Variance	Forecasted vs. estimated payback period. Negative means reaching breakeven faster than projected.

Internal Rate of Return

Scenarios

Intro

Getting Started

Organization Settings

Managing Your Workspace

Financial Analysis

Workflows