Sales ROI Calculator

Calculates comprehensive ROI analysis with payback period and risk scenarios for business investments like software, hiring, marketing, or automation projects.

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:

1. 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)

2. Calculate:

   text

   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
   

3. Present three scenarios:

   • Conservative (60% of expected benefit)
   • Moderate (100% of expected benefit)
   • Aggressive (140% of expected benefit)

4. Output format:

   text

   📊 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/