ROI calculator · proposal builder
Turn a discovery call into a defensible business case in the time it takes to share your screen. Move a slider, watch three scenarios recalculate, hand over a branded proposal.
The demo is a shared workspace for Haloform, a fictional AI support vendor, with sample clients already in it.
Business case · Northwind Retail
1,247%
Return on investment over three years
Annual benefit
$412K
Payback
3.1 months
Illustrative figures. In the workspace every number comes from the template's own formulas.
Two tools, one workspace
Sliders for every input the template defines. Three scenarios that scale the benefit, never the answer. A discount tier that changes the cost and everything downstream of it. Inputs a formula does not read are labelled, not hidden.
Conservative
612%
Expected
1,247%
Aggressive
1,834%
A four-page proposal bound to the deal: a cover with both logos, the business case, an executive summary and the talking points. Edit it in place, draft it from the numbers or with AI, export it or share a read-only link.
Cover
The case
Summary
Talking points
Four calculation templates included
Every template is inputs plus formulas, stored as data. Change a formula on the Templates page and the calculator follows.
Everything is configurable from the Company page: your name and logo, your products, your sales staff, and the discount levels a rep may offer without sign-off.
How a call goes
01
Four calculation templates ship in the box. Pick the one that matches what you sell, or write your own formulas.
02
Every input is a slider. Move one and the whole case recalculates in front of the prospect, across three scenarios.
03
A branded four-page proposal, written from the numbers or with AI, exported or shared as a link before they close the tab.