Inputs: monthly or four-week retainer, setup fee, billing periods/year, booked meetings, show rate, qualification rate, opportunity rate, close rate, contract value, gross margin and analysis months.
Held Meetings = Booked Meetings x Show Rate
Qualified Held Meetings = Held Meetings x Qualification Rate
Opportunities = Qualified Meetings x Opportunity Rate
Expected Customers = Opportunities x Close Rate
Expected Revenue = Customers x Average Contract Value
Gross Profit = Revenue x Gross Margin
ROI = (Gross Profit - Program Cost) / Program Cost
Also show cost per booked meeting, held meeting, qualified meeting, opportunity and acquired customer. Four-week billing should use about 13.04 periods/year rather than 12.
INTERACTIVE PLANNING MODEL
Run your scenario
Change the assumptions to see the result. Decimal rates use 0.80 for 80%.
PLANNING OUTPUT
18Held meetings- Qualified held meetings
- 12.6
- Opportunities
- 6.9
- Expected customers
- 1.39
- Expected revenue
- $24,948.00
- Gross profit
- $16,216.20
- ROI
- 224.3%
- Cost per booked meeting
- $208.33
- Cost per held meeting
- $277.78
- Cost per qualified meeting
- $396.83
- Cost per opportunity
- $721.50
- Cost per acquired customer
- $3,607.50
- Pipeline spend ratio
- 20%
Expected revenue is not guaranteed revenue.
Four-week billing is not calendar-month billing.