How to build ROI calculators

Design interactive tools that help prospects quantify business value and justify investment to internal stakeholders who control budget decisions.

How to build ROI calculators

Introduction

Prospects struggle to build business cases internally. They know your solution works but can't quantify the value to finance or leadership. ROI calculators solve this they let prospects input their numbers and see projected savings, revenue lift, or time saved. This arms them with data to justify the purchase. But bad calculators are too simple (nobody trusts them) or too complex (nobody uses them). This chapter shows you how to design ROI calculators that prospects trust, structure inputs that feel realistic, and present outputs that build confidence in the investment.

Identify the value metrics your solution delivers

Design calculator inputs that feel realistic

Structure outputs that justify investment clearly

Make calculators easy to use and share internally

Conclusion

Next chapter

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Playbook

How to create sales collateral

Sales reps need more than a pitch deck. They need email templates that don't sound robotic, case studies that prospects recognise themselves in, calculators that quantify ROI, and videos that explain complex value quickly. Build the collateral that makes selling easier.

See playbook
How to create sales collateral
Tools

Relevant tools

PandaDoc
Tool

PandaDoc

PandaDoc creates proposals, quotes, and contracts with content libraries, e-signature, and payment collection for sales teams.

DocuSign
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DocuSign

DocuSign provides electronic signature, contract management, and workflow automation with legal validity and extensive integrations for enterprises.

Figma
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Figma

Collaborative design for interfaces and assets excellent for landing pages, ads, and prototypes when marketing and design need alignment.

HubSpot
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HubSpot

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

Lemcal
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Lemcal

Lemcal provides instant meeting scheduling optimised for speed with one-click booking, availability pools, and sales-focused features.

Growth wiki

Growth concepts explained in simple language

Wiki

Value proposition

Articulate the specific outcome customers get from your solution to communicate why they should choose you over doing nothing or using alternatives.

Wiki

Pricing strategy

Determine how to charge for products and communicate value to maximise willingness to pay whilst remaining competitive and supporting desired positioning.

Wiki

Pain point

Identify specific problems customers experience to position solutions around relieving frustrations they're motivated to solve rather than nice-to-have features.