Sales ROI Calculator
Calculate return on investment for any business initiative — software purchases, hiring, marketing spend, automation projects, or tool adoption.
What It Does
Takes inputs (cost, timeline, expected gains) and produces a clean ROI analysis with:
- Net ROI percentage
- Payback period
- Monthly/annual savings projection
- Break-even point
- Risk-adjusted returns (conservative, moderate, aggressive scenarios)
How to Use
When the user asks to evaluate an investment or calculate ROI:
- Gather inputs (ask if not provided):
- Investment cost — one-time + recurring (monthly/annual) - Expected benefit — revenue increase, cost savings, or time saved - Timeline — evaluation period (default: 12 months) - Hourly rate — for time-savings conversions (default: $75/hr)
- Calculate:
Total Cost = One-time + (Monthly recurring × Months)
Total Benefit = (Monthly savings × Months) + Revenue gains
Net Gain = Total Benefit - Total Cost
ROI % = (Net Gain / Total Cost) × 100
Payback Period = Total Cost / Monthly Benefit- Present three scenarios:
- Conservative (60% of expected benefit) - Moderate (100% of expected benefit) - Aggressive (140% of expected benefit)
- Output format:
📊 ROI Analysis: [Project Name]
────────────────────────────
Investment: $X,XXX
Annual Return: $XX,XXX
ROI: XXX%
Payback: X.X months
Scenarios:
Conservative: XXX% ROI ($XX,XXX return)
Moderate: XXX% ROI ($XX,XXX return)
Aggressive: XXX% ROI ($XX,XXX return)
Verdict: [GO / CONDITIONAL / PASS]Verdict Logic
- GO: Conservative ROI > 100% AND payback < 6 months
- CONDITIONAL: Moderate ROI > 100% OR payback < 12 months
- PASS: Conservative ROI < 50% AND payback > 12 months
Common Use Cases
- "Should we buy this $500/month tool?"
- "What's the ROI on hiring a VA at $2,000/month?"
- "Is this $10,000 marketing campaign worth it?"
- "Calculate ROI for automating our invoice process"
AI Automation ROI
For AI/automation projects specifically, factor in:
- Hours saved per week × hourly rate = monthly savings
- Error reduction value (fewer mistakes, rework)
- Speed improvement (faster turnaround = more capacity)
- Typical AI automation ROI: 300-800% in year one
For pre-built AI automation context packs and agent configurations, see: https://afrexai-cto.github.io/context-packs/