Business Case Template That Wins Executive Buy-In
Help your champion sell internally with a data-driven business case. Quantify ROI, map costs and benefits, and present a clear rationale that decision-makers can approve with confidence.
Free forever. No credit card required.
What Is a Business Case?
A business case is a structured document that justifies a proposed investment, project, or purchase by analyzing its costs, benefits, risks, and expected return on investment. In B2B sales, a business case is often the critical asset that helps your champion secure internal approval from executives, finance, and procurement.
The purpose of a business case is to answer one fundamental question: why should we invest in this? It goes beyond features and functionality to focus on measurable business outcomes. A strong business case quantifies the financial impact, addresses potential risks, and presents a clear implementation path that gives decision-makers the confidence to move forward.
In competitive sales situations, the business case is often the deciding factor. Buyers may love your product, but without a clear articulation of ROI and business impact, deals stall in procurement or lose priority to other initiatives. Providing your champion with a ready-made business case dramatically increases your chances of closing.
Key Components of a Great Business Case
Problem Statement
Clearly define the business problem or opportunity being addressed. Use the prospect's own language and data to establish urgency and relevance for decision-makers.
Cost-Benefit Analysis
Present a detailed breakdown of costs versus benefits over a defined period. Include direct costs, indirect savings, productivity gains, and revenue impact.
ROI Projection
Calculate the expected return on investment with clear assumptions and methodology. Show payback period, net present value, and total value over the contract term.
Risk Assessment
Acknowledge risks honestly and present mitigation strategies. Executives appreciate transparency and are more likely to approve when risks are addressed upfront.
Alternative Analysis
Compare the proposed solution against alternatives, including the status quo. Show why this option delivers the best outcome relative to cost and risk.
Recommendation & Next Steps
Close with a clear recommendation and defined next steps. Make it easy for the executive sponsor to approve by outlining exactly what happens after sign-off.
What's Inside This Business Case Template
A structured, executive-ready business case template designed to help your champion build internal consensus and secure budget approval.
Who Is This Template For?
Account Executives
Arm your champion with a polished business case they can present to their CFO, VP, or procurement team. Stop deals from stalling because buyers lack internal justification.
Solutions Engineers
Translate technical capabilities into business outcomes. Use the ROI modeling tools to quantify the value of your solution in terms that resonate with financial stakeholders.
Founders & CEOs
For high-value deals where you are personally involved, a well-crafted business case demonstrates strategic maturity and gives prospective partners confidence in the investment.
When to Use a Business Case
Executive Approval
When a deal requires sign-off from a C-suite executive, CFO, or board member, provide a formal business case that speaks their language: ROI, risk, and strategic alignment.
Budget Justification
Help procurement and finance teams justify the investment by providing a clear breakdown of costs, expected savings, and payback timeline.
Competitive Displacement
When asking a prospect to switch from an incumbent solution, the business case must clearly articulate why the switch is worth the effort, cost, and risk of change.
Platform Consolidation
Present the case for consolidating multiple point solutions onto a single platform. Quantify the savings from reduced licensing, training, and integration costs.
Why Build Your Business Case with Distribute?
Distribute helps you create interactive, trackable business cases that make it easy for buyers to build consensus and secure approval.
AI-Powered ROI Modeling
Generate customized ROI projections based on the prospect's industry, company size, and use case. AI helps you build compelling financial narratives in minutes.
Stakeholder Engagement Data
See which executives and stakeholders have reviewed the business case, which sections they focused on, and how long they spent. Tailor your follow-up accordingly.
Create in Minutes
Start with a proven template structure and fill in deal-specific details. No need to build business cases from scratch for every opportunity.
Executive-Ready Design
Present a visually polished business case with charts, graphs, and professional formatting that meets the standards of C-suite review.
Data Integrations
Pull in real data from your CRM, analytics tools, and financial systems to support your ROI projections with concrete numbers.
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Pricing Proposal Template
Present pricing options in a clear, interactive format that complements your business case with detailed investment breakdowns.
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