Build your ROI calculator.

How to build your roi calculator

1. 1

   Describe the job

   Compare costs and potential benefits using explicit periods and assumptions.

2. 2

   Review the first version

   Choose how the scenario author records the baseline cost and how the assumptions reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your roi calculator

• Keep the baseline cost in context

  Keep baseline cost, proposed cost, period, benefit assumption, scenario and payback calculation together so the next person can understand the request or record.

• When the next step needs a decision

  A scenario counts monthly benefits against annual costs. Convert to a common period and show the assumption before calculating a result.

• Keep payback calculation visible

  Keep assumptions visible beside the payback calculation rather than promising a return.

• Choose what each person needs

  Give the scenario author a working view and the assumptions reviewer a review view. Keep baseline cost and proposed cost attached to the decision as the work moves between them.