Enterprise Sales
Commercial materials that support buyer discovery, evaluation, and deal progression.
Methodology guide
ROI calculator methodology for enterprise sales and scoped buyer conversations
This resource is based on the repository-backed ROI methodology and brings the formula-only model into the Resource Center so sellers can explain how ROI should be calculated without inventing savings or default percentages.
Resource Navigation
Audience Coverage
Procurement
Materials that organize buyer questions, vendor diligence, and internal approval workflows.
Investor
Company and diligence materials that help investors navigate approved public surfaces.
Key Takeaways
- Requires customer-supplied assumptions instead of vendor-invented default savings.
- Separates value buckets such as review efficiency, evidence assembly, labeling, and triage.
- Explicitly prevents turning compliance support into guaranteed fine avoidance or legal proof.
Guardrails
Start with the constraints before showing formulas.
No invented savings
The methodology forbids default ROI percentages, default savings rates, or unsupported customer outcomes.
No legal conversion
It also forbids converting compliance support into guaranteed penalty avoidance or legal sufficiency.
Inputs and Baselines
Explain the customer data needed to use the model credibly.
Baseline variables
The methodology collects volume, labor-rate, time-per-task, and activity-count variables for a chosen evaluation period.
Scope discipline
The model expects the same period and scope assumptions to carry through every formula.
Value Buckets
Use the same vocabulary as the source methodology so finance and sales remain aligned.
Savings buckets
Review efficiency, evidence assembly, labeling, duplicate-review reduction, and triage efficiency are all named as separate value buckets.
Workflow specificity
Article 50, media, education, KYC, and public-sector models each reuse those buckets with different combinations.
Cost and Presentation Rules
Close with the parts buyers and sellers misuse most often.
Cost model
Subscription, overage, add-ons, services, and internal implementation all need to be modeled with actual scoped costs.
Output discipline
The methodology recommends low, base, and high ranges and minimum-input checks before presenting ROI.
Downloads
ROI spreadsheet template
Open access. The methodology is live now; an executable spreadsheet can be attached later.
ROI workshop request
Form required. Use a guided workshop for customer-specific modeling.
FAQ
No. It is intentionally designed to require customer-provided baseline assumptions.
No. The source explicitly forbids using the model to promise avoided penalties or legal sufficiency.
Enterprise sellers, solutions teams, procurement stakeholders, and financial evaluators who need a conservative value model.
Related Topics
Entity Links
Pricing
Review list pricing before modeling package cost.
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Open routeInternal Linking
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