Get Actionable Insight with Quality ROI Tools

This is a very basic ROI planning tool that allows you to run scenarios with just 9 input values (bottom section). It was developed to show the importance of viewing both marketing and sales effectiveness (and costs) to manage profitable lead generation. There is an input for “co-op credits” which is used by companies who resell other company products and would receive co-op marketing funds from those companies. Just zero this out if it does not apply. Input your planning assumptions or actual results in the bottom section and view the calculated outputs and ROI in the top visualized section.

Ultimately, ROI tools should provide insights that guide your strategic planning and investment decisions toward greater profitability.

Contacts Reached
xxx
Marketing Lead
xxx
Avg Revenue / Sale
xxx
Incremental Leads
xxx
Lead Close %
xxx
Gross Margin %
xxx
Incremental Rev
xxx
Net Gross Margin
xxx
 
 
Incremental Leads
xxx
Sales Cost / Lead
xxx
Marketing Expense
xxx
Partner Funding
xxx
Sales Team Invest.
xxx
Mktg Investment
xxx
Return
xxx
Total Investment
xxx
Budget
Original
Total Marketing Expense
xxx
Less Partner Funding
xxx
Average Sales Cost Per Lead
xxx
Cost to Sales Organization
xxx
Total Investment
xxx
Marketing Impact
Target Audience Reached
xxx
Marketing lead rate
xxx
Incremental Leads
xxx
Marketing Cost per Lead
xxx
Sales Impact
Incremental Leads
xxx
Net Close Rate of Leads
xxx
Incremental Sales
xxx
Average Revenue per Sale
xxx
Total Incremental Revenue
xxx
Average Gross Margin Rate
xxx
Total Incremental Gross Margin
xxx
Total Return
xxx
ROI
xxx
Budget
Original
Modified
Incremental
Total Marketing Expense
xxx
xxx
Less Partner Funding
xxx
xxx
Net Marketing Cost
xxx
xxx
xxx
Average Sales Cost Per Lead
xxx
xxx
Cost to Sales Organization
xxx
xxx
Total Investment
xxx
xxx
xxx
Marketing Impact
Target Audience Reached
xxx
xxx
xxx
Marketing lead rate
xxx
xxx
xxx
Incremental Leads
xxx
xxx
xxx
Marketing Cost per Lead
xxx
xxx
Sales Impact
Incremental Leads
xxx
xxx
xxx
Net Close Rate of Leads
xxx
xxx
Incremental Sales
xxx
xxx
xxx
Average Revenue per Sale
xxx
xxx
Total Incremental Revenue
xxx
xxx
xxx
Average Gross Margin Rate
xxx
xxx
Total Incremental Gross Margin
xxx
xxx
xxx
Total Return
xxx
xxx
xxx
ROI
xxx
xxx
xxx
ROI Original
ROI Modified
ROI Incremental
Input Data
Original
Modified
Average Gross Margin Rate
Net Close Rate of Leads
Co-op Credits
Avg Sales Cost per Lead
ROI Threshold
ROI
Adjustable Entries
Original
Modified
Target Audience Reached
Marketing lead rate
Total Marketing Expense
Average Revenue per Sale