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Free Revenue Enablement tool · 4 of 12

ROI Business Case Builder

Give it your solution and its main value driver. Get an ROI business case with labelled example assumptions, a sensitivity analysis, risks and a one-page executive summary.

Sensitivity AnalysisSensitivity Analysis: Conservative Scenario: 50% of projected value; Projected: Your case; Aggressive Scenario: 150% of projected value.Sensitivity AnalysisConservative Scenario50% of projected valueProjectedYour caseAggressive Scenario150% of projected value
How the answer is laid out, using the sections the tool prints. These are example assumptions. Example figure: replace with your own.

What do I need to run ROI Business Case Builder?

No sign-up. A web browser is enough, and the answer comes back in a second or two.

You need: Your solution, Primary value driver. You can add: Customer name, Industry, Company size, Annual revenue, Employee count, Solution price, Known metrics, Current process, Implementation timeline.

  1. Fill in the form below, or press Fill in an example.
  2. Press Run ROI Business Case Builder.
  3. Read the result on this page, then copy it and edit it before you use it.

How do I run ROI Business Case Builder in my browser?

Fields marked optional can be left empty.

Customer/prospect name

Industry for the example benchmarks. Not specified uses Technology.

Company size tier

Customer annual revenue

Number of employees

Your product/solution

Annual cost of your solution

Primary value category

Metrics the prospect shared. Shown in the output; not used in the calculation

How they do it today. Shown in the output; not used in the calculation

Expected implementation time. Shown in the output; not used in the calculation

What does ROI Business Case Builder return for the tested example?

Generated from the live code on 27 September 2026 with the inputs behind Fill in an example. Your own inputs give a different result.

Show the full result

💰 ROI Business Case: Example Clinic Group

Your inputs are shown as you gave them. Every other figure comes from this tool's example assumptions (not from published research or the customer's data) and is marked as an example: replace those figures with the customer's own.

Executive Summary

MetricValue
CustomerExample Clinic Group
IndustryHealthcare
Company SizeSMB
Est. Annual Revenue$6,000,000
Est. Employees45
SolutionExampleCo Scheduler
Confidence LevelMedium: the value figures rest on example assumptions, not on the customer's data

Investment Summary

InvestmentYear 1Year 2Year 3
Solution Cost$40,000$40,000$40,000
Implementation (Example figure: replace with your own)$6,000$0$0
Total Investment$46,000 (Example figure: replace with your own)$40,000$40,000

Value Breakdown

Revenue Impact

Calculation Methodology:

  • Estimated Annual Revenue: $6,000,000
  • Assumed impact: 2% (example range: 1-5%) (Example figure: replace with your own)
  • Annual Revenue Impact: $120,000 (Example figure: replace with your own)

Validation Questions:

  • "What's your current win rate?" (Baseline for improvement)
  • "What would a 10% improvement in win rate mean in revenue?" (Example figure: replace with your own)
  • "How much revenue is lost to no-decision or competitor?"

ROI Analysis

Total Annual Value
CategoryAnnual Value
Total Quantified Value$120,000 (Example figure: replace with your own)
Annual Investment$40,000
Net Annual Benefit$80,000 (Example figure: replace with your own)
Key Metrics

Example figures: replace with your own.

MetricValueExample threshold
ROI200%>100% considered strong
Payback Period4.0 months<12 months considered fast
3-Year Net Value$240,000-
Value/Cost Ratio3.0x>3x considered excellent

Assumptions

Key Assumptions
  1. Implementation timeline: 90 days (Example figure: replace with your own)
  2. Full value realization: 6-12 months post-implementation (Example figure: replace with your own)
  3. Benchmark set used for hourly labor cost and revenue per employee: Healthcare
  4. Company size multiplier: 0.8x (SMB), used only to estimate revenue or employees that were not supplied (Example figure: replace with your own)
Validation Needed
  • Customer metrics not yet provided
  • Schedule discovery session to validate assumptions
  • Adjust calculations based on actual data
About These Figures

The assumptions above are examples built into this tool, not findings from published research or from the customer's data. Replace them with the customer's own figures before you share this business case.


Sensitivity Analysis

Example figures: replace with your own.

Conservative Scenario (50% of projected value)
  • Annual Value: $60,000
  • ROI: 50%
  • Payback: 8.0 months
Aggressive Scenario (150% of projected value)
  • Annual Value: $180,000
  • ROI: 350%
  • Payback: 2.7 months

Risk Factors & Mitigation

RiskImpactMitigation
Delayed implementationLower Year 1 ROIPhase approach, quick wins first
User adoption issuesReduced value captureTraining, change management
Integration complexityHigher implementation costTechnical validation upfront
Market changesAssumption invalidityReplace the example assumptions with customer data

Next Steps

  1. Validate assumptions - Schedule discovery to confirm metrics
  2. Customize calculations - Adjust with customer-provided data
  3. Build executive presentation - Create 1-page summary for CFO
  4. Identify champions - Find stakeholders who benefit from ROI

One-Page Executive Summary

Why ExampleCo Scheduler for Example Clinic Group

The Problem:

Current process creates inefficiencies, costs, and risks that impact business performance.

The Solution:

ExampleCo Scheduler addresses these challenges through [key capabilities].

The Value:

Example figures: replace with your own.

  • $120,000 in annual value
  • 200% ROI
  • 4.0 months payback

Why Now:

  • [Why this customer should act now, for example competitive pressure, if it applies]
  • Cost of delay: $10,000/month (Example figure: replace with your own)
  • Implementation timeline: 90 days (Example figure: replace with your own)

Confidence: medium. The value figures rest on example assumptions until you replace them with customer-provided metrics.

Recommend validation with customer-provided metrics

Suggested timings, lengths and counts: adjust them to your own.

Who is ROI Business Case Builder not ideal for?

How do I use ROI Business Case Builder from Claude?

Connect Revenue Enablement once (see Connect), then ask in plain words. A prompt built from the tested example:

Use Revenue Enablement's ROI Business Case Builder tool. customer name: Example Clinic Group; industry: Healthcare; your solution: ExampleCo Scheduler; primary value driver: Revenue increase; company size: Small and mid-size business; annual revenue: 6000000; employee count: 45; solution price: 40000.

How does ROI Business Case Builder work?

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 Docs):

{
  "input": {
    "customer_name": "Example Clinic Group",
    "industry": "Healthcare",
    "your_solution": "ExampleCo Scheduler",
    "primary_value_driver": "revenue_increase",
    "company_size": "smb",
    "annual_revenue": 6000000,
    "employee_count": 45,
    "solution_price": 40000
  }
}