Turn your Salesforce spend into a case your CFO will sign.
Pick the initiatives you’re modelling — productivity, case deflection, conversion, lifetime value — and the calculator asks only for the economics each one needs. Out comes payback, three-year ROI and NPV.
Which initiatives are you modelling?
Toggle the ones that apply. Each reveals only the inputs it needs.
Hours given back to your teams
Cases agents handle instead of people
What it costs to get there
Proceed
A fundable case: positive three-year NPV and a payback inside eighteen months. Baseline the top driver and take it forward.
When the investment pays back
Cumulative net cash flow by month — it crosses the break-even line once the benefits have repaid the investment.
Where the benefit comes from
What your numbers say
Sub-12-month payback is a fundable case
Your model pays back in about 4 months. A CFO funds a payback inside a budget year almost reflexively — lead the business case with this number, not the three-year figure.
How to take this forward
Replace the defaults with evidence
Pull the two numbers that move this most — hours saved per week and your true cost per case or deal — from real data. A baselined case is one finance defends rather than discounts.
Typical scope: 1–2 weeksLead with the highest-ROI initiative alone
Bundling initiatives reads as optimistic. Ship the single strongest one, measure it against the baseline, and use the proof to fund the next.
Typical scope: —Agree the success metric before you build
Write down what "it worked" means, with a number and a date, and get operations to co-own it. Cases without an agreed metric cannot be declared a success — or a failure.
Typical scope: 1 weekGet your ROI business case
- Payback, 3-year ROI and NPV at a glance
- Annual benefit broken down by initiative
- The assumptions to baseline before you present
- A CFO-ready PDF you can forward
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Questions people ask
What discount rate does the NPV use?
A 10% discount rate over three years — a standard mid-market hurdle. The payback period is shown undiscounted so you can sanity-check both ways.
Are these numbers conservative?
The defaults are deliberately middle-of-the-road. The model is most sensitive to the benefit assumptions (hours saved, deflection rate, conversion uplift) — move those to your own evidence before taking it anywhere.
Should I model every initiative at once?
Usually no. The strongest business cases ship one initiative, bank the proof, and use it to fund the next. Model them together to see the ceiling, then lead with your highest-ROI one alone.
Does this replace a proper business case?
It is the two-minute version that tells you whether a proper one is worth building. A scoped engagement turns these ranges into a P&L by initiative with a cash-flow schedule your CFO will sign.