wiki/knowledge/ai-tools/roi-calculator-internal-tool.md · 600 words · 2026-04-05

ROI Calculator — Internal Sales Tool

Overview

The ROI Calculator is a hosted web application built for Aviary's sales team to use as a fact-finding and prospect qualification tool. It was reviewed and approved for internal use in a meeting between Asymmetric and Aviary on 2026-04-05. The longer-term plan is to evolve it into a lead magnet on the Aviary website once the content and calculations are finalized.

"Right now until we really hone in on what makes the most sense… currently, what we have is great. Where we want it to be is have it on our website so people can put in their email address, have access to it." — Aaron Grossman

Modules

The calculator contains four ROI modules:

Module	Purpose
Increasing Revenue	Models revenue uplift scenarios
Reducing Cost	Quantifies cost savings
Boosting Efficiency	Estimates operational efficiency gains
Expanding Coverage	Projects growth from expanded reach

Aaron confirmed these four cover the core use cases, with room to trim inputs after further testing with prospects.

Key Features

PDF Export with Custom Branding

Each calculator module supports a branded PDF export. The sales rep can:
1. Upload the prospect's company logo
2. Enter the prospect's industry
3. Click Export PDF to generate a report that appears custom-made for that company

This is intended for use during or after discovery calls — gather the prospect's numbers live, generate the report, and send it as a personalized follow-up.

"If you upload their logo and put their industry and then you click on download, it will put their logo in the corner and all that stuff so it will look like you've made it for them." — Mark Hope

Hosted App with Shareable Link

The calculator is a hosted application accessible via a direct URL. It can be shared as a link, though currently access is not gated.

Known Issues

Number Scroll Sensitivity (Open Bug)

Symptom: Input fields with scroll-to-increment behavior change values too rapidly (e.g., jumping from 5 to −1 in a single scroll gesture).
Root cause: Likely a conflict with Mac trackpad/touchscreen scroll sensitivity.
Status: Fix assigned to Mark Hope.
Impact: Minor usability friction; does not affect calculations or export.

Current vs. Future State

Dimension	Current (Internal Tool)	Future (Lead Magnet)
Access	Direct link, internal use	Gated by email capture on website
PDF export	Branded for prospect, used by sales rep	Potentially user-downloadable version
Audience	Aviary sales team	Website visitors / inbound prospects

Usage Guidance

Before a discovery call: Open the calculator and familiarize yourself with the input fields for the relevant module.
During the call: Enter the prospect's numbers in real time as they share them.
After the call: Upload the prospect's logo, select their industry, and export the PDF.
Follow-up: Send the branded PDF report as a personalized leave-behind.

Aaron planned to use this workflow in a call with "Blessing" (a prospect) the same day as the review meeting.

Action Items

[ ] Mark Hope — Fix number scroll sensitivity bug and notify Aaron when resolved.
[ ] Aaron Grossman — Use the calculator in the upcoming prospect call; upload logo and industry; export and send the PDF as a follow-up. Report any additional feedback after the call.

^[1]
^[2]
^[3]