Excel-based Revenue and ROI Calculator

---

---

Objective: To transform our current Excel-based ROI and Revenue Projection tool into a visually engaging, branded, and intuitive sales asset that clearly communicates profitability and return timelines for our device — while also providing side-by-side competitor comparisons to help sales close more effectively. Key Improvements Required: 1. Visual Graphics Integration Pie charts for treatment revenue breakdown. Bar/line charts for ROI growth and payback period. Cumulative ROI vs. device cost chart. All charts must auto-update with input changes. 2. Cost vs. ROI Calculator Input fields for: Device cost Tax Interest rate Loan term Auto-calculate monthly payments. Compare monthly payment to projected revenue. Visualize time to break even and total profit over 5 years. 3. NEW: Device Revenue Comparison – Ours vs. Competitor Purpose: Let the customer directly compare expected performance of our device with a competitor’s — side-by-side. This arms the rep with objective, visual data that makes our offering more compelling. Inputs for both devices: Device price (including tax, financing terms) Avg revenue per treatment Treatments per week Consumables cost (if applicable) Monthly revenue and cost inputs Outputs: Monthly net profit comparison Time to ROI 1, 3, 5-year profitability Total profit after 5 years Visuals to include: Stacked bar or side-by-side bar chart comparing monthly and cumulative profit. Line graph showing ROI trajectory over time for both devices. Table summary of: Time to break even Total revenue and total cost ROI percentage Consumables cost difference Freelancer Instructions: Inputs for both devices must be editable. Output section should be clearly labeled and visually intuitive. Charts must clearly differentiate the two devices (color coded). Optional: Add a “Key Advantages” note section for our reps to write in personalized selling points. 4. Color Coding & Layout Design Blue = inputs, Green = positive profit, Red = cost/loss, Yellow = break-even Use grouped cells, tabbed sections, or color-blocked layouts to guide users visually Use conditional formatting to help with quick insights 5. Branding Add logo, consistent brand colors and fonts. Include a short explainer/instructions section at the top. 6. PDF Exportability Set print area for clean export to PDF (max 2 pages). Include both our ROI + competitor comparison in export. Use landscape format, include charts and key financials. Bonus Suggestions (Optional): Add dropdown with pre-loaded competitor benchmarks (if data available). Include toggle to show "best-case" and "conservative" scenarios. Add slider or scenario tools for reps to adjust treatment volume or pricing. Deliverables: Branded, interactive Excel calculator with: Visual ROI and revenue outputs Financing + break-even calculations Competitor comparison section Exportable PDF format (print-optimized) Clear instructions + color-coded layout

Keyword: Data Cleaning

Price: $44.0

Data Visualization Dashboard Microsoft Excel Forecasting Financial Projection