Levfolio | Analyst Cost Calculator

Situation Inputs

Number of Analysts

Average All-in Salary ($)

Number of Portfolios

Avg. Revenue per Portfolio ($)

Analyst Time Allocation (%)

Reporting Deliverable Allocation (%)

Email Correspondence

Data Munging

Reconciliation

Miscellaneous

Total Allocation: %

On-time Deliverable Completion (%)

Year-over-Year Growth (%)

Efficiency Improvements (%)

Email Correspondence Reduction

Data Munging Reduction

Reconciliation Reduction

Miscellaneous Reduction

Deals per Analyst

Total Deals

Total Analysts

Deals per Analyst

Analyst Summary

Hours Available Annually

Hours Available Monthly

Allocated Deliverable Hours

Hourly Rate

Analyst Workload

Deals per Analyst

Annual Deliverables

Annual Deliverables per Analyst

Monthly Deliverables per Analyst

Cost Per Deliverable Per Analyst

Allocated Deliverable Hours

Monthly Deliverables per Analyst

Hours per Deliverable

Cost Per Deliverable

Capacity Adjustment

Current On-Time Rate

Shortfall

Required Increase in Capacity

Revised Cost Per Deliverable

All-In Costs Current

Annual Deliverables

Current Cost per Deliverable

Annual Process Cost

All-In Costs Revised

Annual Deliverables

Revised Cost per Deliverable

Revised Annual Process Cost

ROI Analysis

Calculation	Current	Change	Optimized
Analyst Hours / Deliverable / Month	-	-	-
Analyst Cost / Deliverable / Month	-	-	-
On-Time Success Rate	-	-	-
Total Annual Analyst Cost	-	-	-

Three Year Growth Projection

ROI Summary

3-Year Cost Savings