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Sales proposal ROI calculator

Enter a deal's numbers and see the ROI section your buyer would get: yearly savings, payback, net return, and ROI.

Your proposal's ROI section

Change any number. The preview updates the way an automated proposal would.

$
hr/wk
$ /hr
$

Materials, fees, energy, software they can cancel

Proposal preview

Your return on investment

Your investment$0
Value of time saved (0 hrs × $0 × 52)$0/yr
Other yearly savings$0/yr
Total yearly savings$0

Pays for itself in

0

3-year net return

0

3-year ROI

0

Assumptions: $0/hour staff cost, savings stay flat each year.

The math: yearly savings = hours × hourly cost × 52 + other savings. Payback = investment ÷ yearly savings × 12 months. ROI = (yearly savings × years − investment) ÷ investment. In a real build, these inputs come from your discovery form and CRM, and the formulas are set to match how your buyers measure value.

Want this math in every proposal without opening a spreadsheet? Read how automated sales proposals with ROI calculations work.

Proposal ROI: common questions

How do you calculate ROI for a sales proposal?
Add up the yearly savings: hours saved × hourly cost × 52, plus any other savings like materials, fees, or software they can cancel. Payback in months is the investment divided by yearly savings, times 12. ROI is total savings over the period minus the investment, divided by the investment.
What should the ROI section of a proposal include?
The investment, yearly savings split into lines the buyer recognizes, the payback period, the ROI over a set time frame, and the assumptions behind it. Every number should come from the buyer, from your systems, or from a labeled assumption. Keep it to one page or less.
Where should the numbers come from?
From the buyer (team size, hours spent, current costs, captured on a discovery form or call), from your systems (price and deal details from your CRM and pricing sheet), or from a labeled assumption like hourly staff cost. If a number isn't one of those three, leave it out.
Can this be built into every proposal automatically?
Yes. An automated proposal pulls the deal from your CRM, runs these same formulas, and drops the ROI section into your branded proposal, ready to send. Our guide to automated sales proposals with ROI calculations walks through how it works.

Want this in every proposal you send?

SetSoar builds proposal systems around your pricing, your ROI formulas, and the CRM you already use. On a free 30-minute call we'll look at how you quote today and give you a clear quote before we start.

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