ROI Calculator Template

A simple template with fields and calculations for creating an ROI calculator asset, along with example.

8/5/20251 min read

B2B ROI calculator required elements

To be used as a tool by your sales team during outreach, and as a content resource.

Input fields

Business type

  • Radio buttons (3 options):

    • Startup

    • SMB

    • Enterprise

Industry selection

  • Dropdown menu with arrow:

    • Technology

    • Marketing agencies

    • E-commerce

    • SaaS

    • Cybersecurity

    • CPG

    • DevOps/Cloud

    • Data Analytics

    • MarTech/AdTech

    • Banking & Financ

    • HealthTech

    • Logistics/Supply Chain

    • Professional Services

    • Manufacturing

    • Construction

    • Real Estate

    • Legal

    • E - learning

    • Environmental Services

    • Events

    • Other

    • Fintech & Crypto

    • Health Care SaaS

    • Insurance

    • Internet Publishing and Broadcasting

    • Leadership training

    • Legal Services

    • Manufacturing

    • Marketing and Advertising

    • Media Production / Video Production

    • Non-profit

    • Public Relations and Communications Services

    • Recruitment (Non IT)

    • Retail

    • SEO

    • Software Development / IT Services and IT Consulting

    • Transportation & Logistics

Key Performance Inputs

  • Number input field: "Average # of monthly [results/incidents/opportunities]"

  • Percentage input field: "Current success/resolution rate %"

  • Dollar input field: "Average cost per [issue/incident/opportunity], $"

Real-time results display

Primary results box

  • Large text display: "Your annual savings" with calculated dollar amount

  • Medium text display: "Your yearly investment" with calculated dollar amount

  • Prominent display: "Return on investment" with calculated percentage

  • Call-to-action: Contact/demo request section

Visual formula explanation

  • Icons with labels:

    • Percentage icon: "Return on investment (ROI)"

    • Coin icon: "Net profit"

    • Wallet icon: "Cost of investment"

  • Formula display: "× 100"

"How it works" section

  • Paragraph explaining methodology: How the calculator determines ROI using the input variables

  • List of variables considered: Industry, target business type, monthly volume, current performance rate, cost per instance

Backend formulas

  • Monthly Cost = Monthly Volume × Cost per Instance

  • Annual Current Cost = Monthly Cost × 12

  • Improvement Rate = [Your solution's improvement percentage - varies by industry]

  • Annual Savings = Annual Current Cost × Improvement Rate

  • Annual Investment = [Your solution cost based on business type/industry]

  • ROI Percentage = ((Annual Savings - Annual Investment) / Annual Investment) × 100

Content marketing ROI calculator

  • What kind of ROI can you achieve with Incisive Content Marketing? Try out the calculator to see realistic results we can drive for your business.

Incisive Content Marketing Demo ROI calculator