<!-- Customer ROI calculator spec · from Chapter 12 of The Product 360 Handbook -->

# Customer ROI calculator spec · [Product] · v[n] · [Date]

**Owner:** [PM]   **Partners:** product marketing, sales engineering, customer success, finance
**Audience:** [economic buyer role] and [champion role]
**Disclosure line (shown on every output):** Built by [company]. Results are modeled from the inputs shown, not measured at your organization. [If any inputs come from a commissioned study, say so.]

## Value drivers
| Driver | Calculation in words | Input the customer owns | Default value | Source of default | Editable? |
|---|---|---|---|---|---|
| | | | | | Yes |

## Cost side (full TCO)
| Cost | Calculation in words | Default | Source |
|---|---|---|---|
| Subscription or platform fee | | | |
| Usage, outcome or overage charges | | | |
| Implementation and integration | | | |
| Internal admin and oversight time | | | |
| Training and change management | | | |
| (AI products) Review and approval time, data preparation | | | |

## Time to value
- Ramp assumption by month or quarter:
- Month in which full value is assumed:

## Risk adjustment
| Driver | Default haircut % | Why | Customer can change? |
|---|---|---|---|
| | | | |

## Outputs
- Net benefit (year 1 and three-year)
- ROI
- Payback in months
- NPV at the customer's own discount rate (customer enters the rate)
- A sensitivity view: the two inputs that move the result most

## Rules
- No default without a cited source. Missing evidence shows as "Customer to supply."
- Every calculation is visible in plain words, not hidden.
- The customer can export inputs and assumptions.

## After the sale
| Driver | How it is measured in product | Report | Cadence | Owner |
|---|---|---|---|---|
| | | Quarterly business review | Quarterly | Customer success |