Turn your Salesforce and AI spend into a CFO-ready business case — in six minutes.
Pick the functions and initiatives you're modelling. The calculator asks only what it needs, then returns your payback period, 3-year NPV, a ranked use-case roadmap with per-initiative ROI and difficulty, and a detailed financial statement you can send straight to finance.
Scope the tool to your functions and initiatives. If you're not modelling Marketing, we won't ask you about it.
Each initiative scored on ROI and implementation difficulty, so you know what to do first and why.
PDF includes 3-year P&L by initiative, quarterly cash flow with NPV schedule, sensitivity, and per-function allocation.
Which parts of the business are we modelling?
Pick one or more. We'll auto-select the initiatives that typically apply to each function — you can uncheck any you don't want to model.
Business functions
Choose every function you want included in the case. Productivity is modelled separately per function.
Initiatives
These are auto-selected based on your functions. Uncheck any you don't want in this business case.
How mature is your customer data today?
This calibrates difficulty scoring. Foundational = scattered CRM, patchy quality. Mature = unified Data 360, trusted, near real-time.
Section
Quick review before we compute
Here's every input you provided. Click Edit on any section to adjust before we calculate.
Here's what your case looks like
Financial summary
Your use-case roadmap
Initiatives ranked by value (3-year NPV) divided by implementation difficulty, adjusted for your data maturity. Full breakdown in the PDF — see the use-case matrix on page 3.
Contribution by initiative
How each initiative contributes to your total Year 1 benefit.
Cumulative net benefit — 3 years
Each bar shows cumulative net benefit at year-end. The dashed line marks break-even.
What drives this number
Your result is most sensitive to these inputs. A 20% miss on any of them moves NPV by:
Get your CFO-ready financial statement
Drop your email and we'll generate the 8-page PDF — it downloads straight to your device. No list sharing.
- P&L by initiative with per-function allocation
- 3-year cash flow + NPV schedule
- Conservative / Base / Stretch sensitivity
- Ranked roadmap by ROI and implementation difficulty
How this was calculated
Annual benefit by initiative: productivity = hours saved × fully-loaded cost; conversion = Δdeals × deal size; deflection = Δcases × cost/case; CLV = deals × annual CLV × uplift %.
Payback = months to recoup Y1 investment from Month 3 onwards. NPV discounts Y1/Y2/Y3 at 10%. Conservative flexes revenue-side drivers ×0.75; Stretch ×1.15; productivity is never flexed.
What we assumed
- Benefits begin in Month 3 of Year 1 (9-month effective Y1)
- Headcount and salaries held flat across 3 years
- Fully-loaded cost = salary × 1.3 (overhead)
- Maintenance + licences repeat in Y2/Y3
- Difficulty = initiative baseline × data-maturity modifier
- Currency: AUD. Discount rate: 10%.
Questions people ask
I only care about Customer Service — do I need to fill in the whole thing?
No. Pick Service only on the Scope step and the calculator asks only about your service team, case volumes and deflection economics. You'll get a full case for Service without ever entering Sales or Marketing data.
How is the use-case ranking calculated?
Each active initiative gets its own 3-year NPV. We divide by an implementation difficulty score (a Robin-defined baseline per initiative, adjusted up or down by your data maturity input). The result is a value-per-unit-of-effort score — the higher it is, the earlier that initiative should go in the roadmap.
What's in the detailed financial statement?
The PDF has 8 pages: executive summary, ranked use-case matrix, 3-year P&L by initiative, cash flow + discounted NPV schedule (quarterly in Y1, annual in Y2–Y3), sensitivity matrix, per-function P&L allocation, and a full inputs/assumptions log.
Where do the default numbers come from?
They're seeded from a representative APAC enterprise buyer (eight-person sales, six-person service, four-person marketing). Replace any of them with your own — the calculator recomputes live.
Can I change the discount rate or time horizon?
Not yet in the web tool — the PDF shows what we used. If you need a custom model (different horizon, different rate, terminal value), book a call and we'll build one.