ROI Calculator Template

The following template is designed to help guide you in creating and effectively using an ROI calculator in the sales process.


PUt it into action

The key elements in effectively implementing this template are customizing the template, leading the discussion, and applying the learnings. Build this with your early development/beta customers, as they can help you quantify and tune the assumptions with real data/value, as well as help you order the sources of value based on importance and reality.

Learn more here.



In your ROI calculator template, you’ll have sections for:

  • The key areas of value (hard/soft/other) in your product (try and keep it to 2-3 max)

  • A few assumptions for each

  • A calculation of the value (for prospects to see the dollar amount associated)