BluePoint ROI Calculator — Sales Tool Design

Overview

BluePoint ATM uses a cash cost analysis spreadsheet to help prospects understand the financial case for a reverse ATM. The spreadsheet has low completion rates — prospects don't fill it out when sent to them directly. The solution is a client-facing, interactive ROI calculator built as a web tool, modeled on a similar calculator built by Asymmetric for ^[1].

The calculator serves two purposes: lead qualification (prospects who won't engage with a cost-benefit tool are unlikely to close) and sales acceleration (a live calculation during a discovery call can move a prospect to a decision on the spot).

Problem Statement

• The existing Google Sheets cash cost analysis requires prospects to self-populate all line items (armored car costs, smart safe leases, treasury fees, labor for cash reconciliation, etc.)
• Very few prospects complete it when sent as a standalone document
• Sales reps must manually walk through numbers, which is time-consuming and inconsistent
• No standardized output to leave with a prospect after a call

Proposed Solution

Build a web-based ROI calculator with the following characteristics:

Inputs

• Foot traffic (visitors per week/month)
• Average transaction value
• Industry type (via dropdown — see Pre-population below)
• Current cash handling cost line items (can be pre-filled or manually entered)

Pre-population by Industry

A dropdown selector for business type (e.g., convenience store, grocery store, liquor store, movie theater, stadium/arena) will auto-fill industry-standard cost benchmarks sourced from third-party reports (e.g., Loomis cash handling cost data). Prospects can override any pre-filled value with their actual numbers.

This addresses the core friction point: prospects don't know their own industry benchmarks, so a blank form feels overwhelming. Starting from a realistic baseline makes the tool immediately usable.

Outputs

• Estimated monthly/annual savings from eliminating cash handling costs
• ROI percentage
• Payback period (months)
• Financial impact summary and efficiency gains breakdown

PDF Export

The calculator generates a branded PDF report that can include the prospect's logo. This makes the output feel custom-designed for the recipient and is suitable for leaving behind after a pitch or sending as a follow-up.

Use Cases

Reference Implementation

The Aviary AI calculator (built by Asymmetric) demonstrates the pattern:
- Multi-step question flow (company size → industry → operational metrics)
- Instant calculated output (savings, ROI %, payback period)
- PDF export with prospect logo upload
- Multiple calculator variants for different value propositions (revenue increase, cost reduction, efficiency gains)

BluePoint's version would follow the same architecture, customized for reverse ATM economics.

Data Requirements

BluePoint needs to supply:
1. The existing cash cost analysis spreadsheet (formulas and line items)
2. Industry-standard cost benchmarks per business type (sourced from Loomis reports or equivalent)
3. Confirmation of which inputs are required vs. optional
4. Logo upload requirements for PDF output

The challenge noted in the meeting: industry-standard costs (e.g., armored car pickup rates) vary widely by region and vendor. BluePoint is actively gathering real-world data from business contacts to establish reasonable defaults.

Action Items

• [ ] Mark Hope (Asymmetric): Build and present a proof-of-concept draft of the Total Cost of Cash calculator; include cited sources for industry-standard data
• [ ] Mike Stebbins / Wade Zirkle (BluePoint): Share the cash cost analysis spreadsheet with Mark and Karly
• [ ] BluePoint: Gather industry-standard cost benchmarks from known contacts to populate defaults

Related

• ^[2]
• ^[3]
• ^[4]