I made my own, very basic, but I think each person would want to track their ROI’s differently. I just made 3 columns. The first two columns are date of entry and activity taken. When there is an expense, I insert that in the 3rd column. I total up the 3rd column and add it to my purchase price to get “total costs” of note activity. I track that total cost to BPO value (npls), and UPD (pls) to ensure I am staying within the itv %’s.
I agree that keeping it simple is key. Mostly because if it is simple, you will use it. I keep mine a bit more detailed to help me at tax time in case I have to support my numbers. Therefore, be sure to list the vendor, a description of the purpose, the date AND how you paid the expense. For example, at tax time you will want an easy way to recall whether you paid by credit card, check, ACH, wire transfer, cash, etc.
