Internal Tool — Enterprise

Enterprise ROI Model Generator

Enter the prospect's financials from your discovery call. The model calculates their full annual opportunity and generates a CFO-ready output you can send after the meeting.

Company Info
Financial Inputs
$
⚠ No spend entered — model will estimate $480K/location/year. Flag as estimate in output.
%
$
Finance Close Timing
T+
T+

Craftable benchmark: T+3. Days saved × daily FTE cost × 12 = annual close acceleration value.

Qualifying Context

Fill in the inputs and click Generate ROI Model to build the CFO-ready output.

ROI Model

Conservative Scenario · 50%
—
Annual opportunity — conservative capture
Assumes 50% of identified leakage is recoverable in year one
Share with CFO
Full Scenario · 100%
—
Annual opportunity — full platform capture
Assumes 100% capture across all five leakage categories
Internal target

Model Breakdown — Annual Opportunity

Total Annual Opportunity —
Conservative · 50%
—
Year 1 realistic capture
Full Platform · 100%
—
Full steady-state capture

Model Inputs

Finance Close Acceleration

CFO-Ready Email

Send Checklist

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HubSpot CRM Settings

Saved locally in your browser — each rep configures this once.