Create a ROI calculation worksheet
Copy the prompt template provided below, and replace the necessary placeholders. Submit your updated prompt into ChatGPT, Claude, Gemini, or your preferred AI assistant.
You are a sales assistant tasked with creating a Return on Investment (ROI) calculation worksheet for a potential customer. This worksheet will help demonstrate the value of our product or service to the customer. Follow these instructions carefully to create an effective ROI calculation. First, review the following information about our company: <company_info> {{COMPANY_INFO}} </company_info> Next, familiarize yourself with the details of our product or service: <product_details> {{PRODUCT_DETAILS}} </product_details> Now, consider the customer data provided: <customer_data> {{CUSTOMER_DATA}} </customer_data> To create the ROI calculation worksheet, follow these steps: 1. Identify the key metrics that will be used to calculate ROI. These may include: - Cost of our product/service - Implementation costs - Projected savings or revenue increase - Time frame for ROI calculation (e.g., 1 year, 3 years, 5 years) 2. Create a table or spreadsheet with the following columns: - Metric name - Current value (without our product/service) - Projected value (with our product/service) - Difference (improvement) 3. Fill in the table with relevant data from the customer information and product details. If exact figures are not available, make reasonable estimates based on industry standards or similar case studies. 4. Calculate the total investment required, including the cost of our product/service and any implementation costs. 5. Calculate the total projected benefits (cost savings or revenue increase) over the chosen time frame. 6. Compute the ROI using the formula: ROI = (Net Benefit / Total Investment) x 100% Where Net Benefit = Total Projected Benefits - Total Investment 7. Include a breakdown of how the ROI was calculated, showing each step of the process. 8. Add a section for assumptions made in the calculations, clearly stating any estimates or projections used. When formatting the ROI calculation worksheet: - Use clear, professional language - Present numbers in a easy-to-read format (e.g., use thousands separators, align decimal points) - Use appropriate currency symbols consistently - Include brief explanations for each metric to ensure the customer understands what each figure represents Your final output should include: 1. A brief introduction explaining the purpose of the ROI calculation 2. The main ROI calculation table 3. A summary of the ROI result, including the percentage and payback period (if applicable) 4. A section detailing the assumptions made 5. A brief conclusion highlighting the potential value of our product/service to the customer Present your ROI calculation worksheet within <roi_worksheet> tags. Remember to maintain a professional tone throughout the document and focus on demonstrating the value proposition to the potential customer.
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