Ofca Logo  CPQ ROI Calculator

Welcome to the Advanced Ofca ROI Calculator, designed to customize and optimize your business case analysis with ease.

Basic Information
Calculation Inputs
Summary
Results
Client Information
Your Use Case

What tools do you currently use to calculate prices and discounts in quotes?

What would be the primary reason for considering a switch to a different CPQ solution?

Which business segment would you like to use CPQ for?

Which product categories would you like to configure with CPQ?


You must agree before proceeding.
Company Financials
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Team
Current CPQ Solution Cost
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$

Info Edit

Your company name.
Your work email. It will be used to send calculation results.
Country where company is based. It is used to calculate average salary and determines the market type.

Info Edit

$
Total revenue from last financial statement (could be found on web).
Average 15%, you can change by your value.
$
Total revenue from selling B2B services from last financial statement.

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Total number of people involved in quoting (sales representatives, product managers, sales manager, deal and quote approves, ...).
Number of sales representatives that are working on B2B segment.
Number of sales managers who oversee sales teams, departments, sectors and approve quotes (Keep in mind: sometimes approval is requested by people in controlling or finances as well).
Number of product managers and marketing people who administrate price change and introduce new products or product changes to the market
$
Average cost of employees (salary with all taxes and equipment). Initial value is taken as average salary in country of location in USD

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Total number quotes issues monthly including won and lost deals. Average number of monthly quotes could be calculated as Revenue / (average deal size * percentage of quotes ending with order * 12) or as an average number of quotes that given amount of sales representatives generates monthly.
Average time needed to generate final quote from client contact to document ready to be sent to client.
Average time needed from moment quote is sent for approval until quote gets approved/disapproved
Total percentage of quotes that end up with approval or additional check by other than sales representative who created a quote. This number usually grows with larger number of sales representatives and amount of incorrect calculation.
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Average time needed to fix quoting errors from the moment error was found until it gets fixed (usually in back office).
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$
Total cost of licences charged by existing solution vendor (in case your soution is not licenced based you can leave this blank).
$
Total cost of maintenance, equipment, administration and development services for work done on the solution charged by existing solution vendor or partner (yearly).
This is a cost of all internal employees maintaining existing quoting tools or making changes. You can calculate as FTE multiplied by average employee salary. Have in mind there is the cost also for excel populating if solution is excel.
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Info Edit

Time it takes to change prices in your offering that these get reflected in quotes.
How many time do you have need to change prices in your offering (monthly).
Time it takes to change products in your offering that these get refleced in quotes.
How many time do you have need to change product offering (new products, changes of old products etc.) (monthly)
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Overview

Total revenue
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Revenue B2B segment
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Ofca total cost
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Ofca total benefits
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ROI ($)
0
ROI (%)
0

Revenue Growth Total

Revenue increase by reducing quoting errors
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Revenue growth increase due to reduced number of errors in quoting
Revenue boost from faster sales cycle
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Revenue growth due to shorter sales cycle affected by decreasing time needed to approve quote
Revenue from improved sales conversions
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Expected revenue growth due to conversion improvements due to automation and faster responses to client
Additional revenue through enhanced cross-sell and up-sell
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Expected Revenue growth by introducing guided sales and increasing cross-sell and up-sell in offering

Cost Savings Total

Operational savings from reduced quoting errors
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Reduced cost due to operational savings on quoting error correction
Cost comparing to current solution
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Cost reduction by comparing existing operational cost and Ofca CPQ (administration, IT, configuration of solutions)
Savings by speeding up time-to-market
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Reduced cost by introducing faster product launch cycle

Efficiency Gains Total

Efficiency gains from quote automation
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Revenue growth increase caused by introducing approval automation with included market constraints, where maximum market demand increase is fixed to 20%
Efficiency gains from approval automation
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Revenue growth increase caused by increasing quoting capacity and quoting automation with included market constraints, where maximum market demand increase is fixed to 20%

Ofca Cost Total

Number of seats
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Number of licences to cover all employees working in B2B sales.
Price per seat (monthly)
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Cost of single lincence
Ofca licence cost (yearly)
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Total cost for Ofca licence and maintenance.
Cost of internal employees for maintaining Ofca CPQ (yearly)
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Total internal cost for maintenance of Ofca CPQ
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Ofca Logo  CPQ ROI Calculation

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