Revenue Enablement report
ROI Business Case Builder: your result
This answer uses a made up example company. Change the details above and press Run to see your own result.
ROI Business Case Builder
Build an ROI business case your buyer's CFO can check
For account executives and founders. The decision: will the buyer's CFO accept our ROI case?
Enter your solution and its main value driver, and get an ROI business case with labelled example assumptions, a sensitivity analysis, risks and a one page executive summary. It is free, and amounts are in dollars.
How do I build a B2B ROI business case that a buyer CFO will accept?
Build the case from the buyer's own baseline figures: what the problem costs them in a year today (current annual cost) and the share they expect to remove (expected improvement percent), or their direct annual value estimate. When you supply those figures alongside your solution price, ROI Business Case Builder calculates annual value, ROI percentage, payback period, 3-Year Net Value, and sensitivity scenarios at Conservative (50% of projected value) and Aggressive (150% of projected value); when buyer figures are missing, it shows no ROI and gives the price break-even thresholds and the questions to ask the buyer.
How do you build a cost-reduction ROI case for retail or CPG buyers without inventing savings?
Do not invent industry averages or turn the buyer's annual revenue or employee count into a saving on your own. Ask the buyer for their current annual cost of the problem (such as hours, rework, errors, returns, or chargebacks) and the expected improvement percent, then enter both with your annual solution price in ROI Business Case Builder to calculate net annual benefit, 3-Year Net Value, payback period, and the 50% Conservative and 150% Aggressive scenarios.
What you get
This sample is a made up example, built from the inputs behind Fill in an example. It shows part of one section of the answer.
What the buyer pays
At the annual price you gave ($90,000), the value the buyer sees must be above $90,000 a year for any positive return, and above $180,000 a year to return the price twice over. Over three years the buyer pays $270,000 before any one-time cost. This is arithmetic on your price and says nothing about the value. Amounts are in dollars, as the price field is; if your price is in another currency, convert it first.
annual revenue and employee count describe the customer's size. They are shown below as you gave them, but this tool does not turn them into a value: that would need a rate or share only the buyer can give.
See the full example answer or run it with your own details.
Result
When a tool is not enough: if the decision needs more than one answer, talk it through in a call. Book 45 minutes with Shashwat.
What next? Work with Shashwat Try another tool See all 85 tools and skills
Example answer
Generated on 2 November 2026 from this branch, with the inputs behind Fill in an example. Your own inputs give a different result.
Revenue Enablement report
Example: ROI Business Case Builder
Show the full result
ROI Business Case: the retail customer
Your inputs are shown as you gave them. No ROI percentage, payback period or headline return is shown, because no buyer cost or value figure was given and this tool does not make one up. What follows is the business case laid out for the retail customer, so that every number their finance contact will ask for has a place.
The case in brief
Our product.
Sector: not clear from your inputs (name the industry for sector notes). Business model: not stated. Tell us how you charge and the plan will adjust.
What the buyer pays
At the annual price you gave ($90,000), the value the buyer sees must be above $90,000 a year for any positive return, and above $180,000 a year to return the price twice over. Over three years the buyer pays $270,000 before any one-time cost. This is arithmetic on your price and says nothing about the value. Amounts are in dollars, as the price field is; if your price is in another currency, convert it first.
annual revenue and employee count describe the customer's size. They are shown below as you gave them, but this tool does not turn them into a value: that would need a rate or share only the buyer can give.
What this buyer will check
In retail and e-commerce, the losses a risk case can count are a failed peak season, lost or late orders, returns and chargebacks. Operations, finance and the technology lead check the cost per order, the peak season and the link to the store platform.
Value drivers for retail
The driver you chose is described below.
Cost reduction
Less money spent on the work or on the failure it causes today: hours, rework, errors, outside spend.
- Counted as: what the problem or the current process costs the buyer in a year (current annual cost) and the share they expect to remove (expected improvement percent).
How the return will be worked out
No return is shown yet because the two numbers it rests on can only come from the buyer: what the problem costs them in a year, and the share of that cost our product would remove. This tool does not fill them with example hours, headcount, rates or industry averages. Once the buyer gives them, the yearly value is that cost times that share (or the yearly value the buyer states directly). The return is that value less the price you gave ($90,000 a year), compared with the price; payback is the number of months of value it takes to cover the price; and the three-year figure is three years of value less three years of price. Each is also shown at half and at one and a half times the value, so the buyer sees how much the case depends on the share they chose.
The numbers to ask for
- What does the problem cost the buyer in a year today, in people's time, rework, errors and outside spend? This is
current annual cost. - What share of that cost does the buyer expect our product to remove, and what is that based on (their own history, a pilot)? This is
expected improvement percent. - If the buyer can value the result directly, what is it worth to them in a year? This is
annual value estimate, and it can replace the two numbers above.
Then run ROI Business Case Builder again with them.
To sharpen this case, give:
current process(it would change the cost lines to price: one line for each way of working it replaces)known metrics(it would change the reference points: results you can quote, kept apart from the buyer's figures)
What you gave
| Item | Value |
|---|---|
| Customer | the retail customer |
| Industry | Retail (used for wording only; no industry figures are applied) |
| Company Size | mid market |
| Annual Revenue | $60,000,000 (your input) |
| Employees | 800 (your input) |
| Solution | our product |
| Annual price | $90,000 (your input) |
| Confidence Level | Not rated: no buyer figure was given, so no value or return is calculated |
Next steps: put the numbers above to the buyer and write down where each one comes from; run the tool again with them; have the buyer's finance contact check the figures before the case goes to the economic buyer.
Suggested timings, lengths and counts: adjust them to your own.
How the answer is laid out, using the sections the tool prints. These are example assumptions. Example figure: replace with your own.
When a tool is not enough: if the decision needs more than one answer, talk it through in a call. Book 45 minutes with Shashwat.
How to read the answer
When you enter your Solution price (for example $90,000 a year) without the buyer's Current annual cost and Expected improvement percent (or Annual value estimate), this tool refuses to invent an ROI percentage, payback period, or industry benchmark saving. Instead, it calculates the exact break-even and 2x return thresholds from your price ($90,000 a year for positive return, $180,000 for 2x return, $270,000 over three years), explains what a finance reviewer in the buyer's industry will check, and lists The numbers to ask for from the buyer. Once you enter the buyer's own cost and improvement percentage (or annual value estimate), it calculates the 1-year and 3-year net return, payback months, and sensitivity cases at 0.5x and 1.5x of the expected value.
What to do next
- Founder: Take The numbers to ask for into your next meeting with the champion: ask what the problem costs the buyer in a year today (Current annual cost) and what share they expect to remove (Expected improvement percent), then re-run the builder.
- CEO: Never send an ROI deck built on made-up industry averages to a CFO; insist that every business case rests on the buyer's own baseline figures and is checked by the buyer's finance contact first.
- CMO: Add Known metrics from your existing customers so reps have labelled reference points from peer companies to share while asking the buyer for their own numbers.
- CRO: Require reps to fill in Current process, Current annual cost, and Expected improvement percent with the champion and have the buyer's finance contact validate the sensitivity table before presenting to the economic buyer.
- Demand generation head: Use the break-even arithmetic and What this buyer will check framework in mid-funnel ROI workshops and value assessment guides.
Why come back
Come back immediately after your champion or their finance contact gives you their Current annual cost and Expected improvement percent (or Annual value estimate) to generate the full ROI, payback period, and 0.5x/1.5x sensitivity analysis. The tool applies the same fixed rules every time. It does not call an AI model, and this site does not keep what you enter.
Which software builds an ROI business case?
The method matters more than the software. Write down what the buyer pays, the one value driver you can measure, today's baseline and the figure the buyer's finance team will check, then show the return at a low, an expected and a high case.
Helix does not rank vendors or name software to buy. Run this free builder for a first draft, then check that every assumption has a source, an owner on the buyer's side and a date before you send it.
Use your own details in the free tool, or book 45 minutes with Shashwat.
Who is the ROI Business Case Builder tool not ideal for?
- Anyone who cannot give the inputs listed above, because the answer is built only from them.
- Teams that want the tool to read their CRM, email or call notes: it works only from what you type.
- Anyone who wants to send the output straight to a buyer: every output is a draft for a person to review first.
How do I use the ROI Business Case Builder tool with an AI assistant?
Add Revenue Enablement once (see Use it in Claude, ChatGPT or Gemini), then ask in plain words. Here is a prompt built from the tested example:
My role is not stated. Ask me for my role first. Use Revenue Enablement's ROI Business Case Builder tool. customer name: the retail customer; industry: Retail; your solution: our product; primary value driver: Cost reduction; company size: Mid-market; annual revenue: 60000000; employee count: 800; solution price: 90000. If this tool is unavailable, ask me to open its web page; do not invent its output. In Gemini CLI or Antigravity, use the Helix GTM Suite skills package for related guidance, without claiming to run this connector.
How does the ROI Business Case Builder tool work?
You do not need to sign in. A web browser is enough, and the answer comes back in a second or two.
- Fill in the form above, or press Fill in an example.
- Press Run ROI Business Case Builder.
- Read the result on this page, then copy it and edit it before you use it.
It applies fixed rules in the Revenue Enablement code to the inputs above and returns text. It does not call an AI model, does not look anything up, and does not store what you type. The web form and the AI assistant connector run the same tool code, so the same input gives the same answer in both.
Previous: Discovery Question BankNext: Mutual Action Plan Generator
For developers
MCP tool name: roi_business_case_builder. REST: POST https://revenue-enablement.gtmhelix.com/api/tools/roi_business_case_builder with this JSON body (see How it works):
{
"input": {
"customer_name": "the retail customer",
"industry": "Retail",
"your_solution": "our product",
"primary_value_driver": "cost_reduction",
"company_size": "mid_market",
"annual_revenue": 60000000,
"employee_count": 800,
"solution_price": 90000
}
}
Choose your app
Run a Helix tool in your browser, then take the result to ChatGPT, Claude or Gemini. Connectors work with supported plans in Claude, ChatGPT, Cursor, VS Code and Windsurf. The Helix GTM Suite skills package supports Claude Code, Gemini CLI, Antigravity, Cursor and VS Code, and is available through skills.sh. Each plugin has its own installation steps, below or on its own page.
Connector setup guides · Skills package setup guide · Find the skills on skills.sh