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:

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)

1. 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

```

1. Present three scenarios:
• Conservative (60% of expected benefit)
• Moderate (100% of expected benefit)
• Aggressive (140% of expected benefit)

1. 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/