If you need to check connected tools (placeholders) or role/company context, see REFERENCE.md.

ROI Calculator

Build an ROI calculator or value model for a deal or segment. Inputs: cost savings, efficiency gains, revenue impact (user or CRM). Output: ROI %, payback period, value summary. Use for proposals and business case conversations.

How It Works

┌─────────────────────────────────────────────────────────────────┐
│                     ROI CALCULATOR                                │
├─────────────────────────────────────────────────────────────────┤
│  ALWAYS (works standalone)                                       │
│  ✓ Gather: deal/segment, cost drivers, efficiency/revenue levers │
│  ✓ Model: savings + gains + revenue impact vs. investment         │
│  ✓ Output: ROI %, payback period, value summary table             │
├─────────────────────────────────────────────────────────────────┤
│  SUPERCHARGED (when you connect your tools)                       │
│  + ~~CRM~~: Deal context, segment, existing value props            │
│  + ~~knowledge base~~: ROI templates, value frameworks, case studies │
└─────────────────────────────────────────────────────────────────┘

Output Structure

• Assumptions: Cost drivers, efficiency gains, revenue impact, investment.
• Results: ROI %, payback period (months), total value (Year 1, Year 3).
• Value summary table: Category, Annual value, Notes.
• Talking points: How to present the ROI in a call or proposal.

Data Sources (per REFERENCE.md)

• CRM (if connected): Deal context, segment, industry, existing value props.
• knowledge base (if connected): ROI templates, value frameworks, case studies.
• User input: Deal/segment, cost drivers, efficiency/revenue levers, investment.