| name | roi-calculator |
| description | Build an ROI calculator or value model for deals. Inputs: cost savings, efficiency gains, revenue impact. Output: ROI %, payback period, value summary. Trigger with "create ROI calculator for [deal/segment]", "value model for [product]", or use the /create-roi-calculator command. |
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.
