Case Study 1
ROI Calculator for National Retail Accounts
AI Tags: ROI Modeling • Executive Storytelling • Revenue Strategy
Tools: Excel • Power BI
Overview
An interactive ROI model used by enterprise sales teams to quantify financial value of purchase for national retail executives.
Problem
Sales teams needed a credible, customizable tool to demonstrate financial impact during high‑stakes pitches of new innovative products.
Solution
I built a parameter‑driven ROI tool with outputs including payback period, incremental revenue, and cost savings. The tool generated executive‑ready summaries and became a core asset for national account teams.
Impact
• Contributed to $10M+ in new business
• Increased sales credibility
• Shortened deal cycles
Key Features
• Payback period modeling
• Incremental revenue calculations
• Executive summary output
• Scenario analysis
