For vendors

Free ROI Calculator Excel Template

When evaluating your partner programs, it's essential to calculate the return on investment (ROI) to ensure the program is worth the investment. Use our ROI calculator for SaaS vendors to accurately assess your pOur ROI calculator Excel template is designed to help businesses accurately measure the return on investment (ROI) for their partner programs using Microsoft Excel. Save time and resourcesOur ROI calculator Excel template is designed to help businesses accurately measure the return on investment (ROI) for their partner programs using Microsoft Excel. Save time and resources while gaining valuable insights into your program’s performance. 

The template includes all the essential metrics to evaluate and optimize your ROI effectively.

while gaining valuable insights into your program’s performance.artner programs and make necessary improvements. 

To use the ROI calculator for partner program, input the weekly hours your partner managers and partner marketing managers spend to manage partner recruitment, training, and deal distribution. Also, add partner manager resources and guesstimates. The calculator will then output the expected ROI from your partner program.

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Use our ROI calculator to get a deeper understanding of your partner program.

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What will you get in the template?

Use our ROI calculator to get a deeper understanding of your partner program.

Time and resource tracking
ROI calculations
Visibility into Deal Stages
Cost analysis
Lead Distribution

Frequently asked questions

What is Return on investment?

Return on Investment (ROI) is a financial metric that measures an investment's profitability. It compares the net profit or net income from an investment to its initial cost of investment, expressed as a percentage. A higher ROI indicates a profitable investment, while a lower or negative ROI suggests a less profitable or loss-making investment.

ROI is a valuable tool for evaluating the effectiveness of different investment options and making informed financial decisions. It allows businesses and investors to compare the profitability of various investments. For business leaders and stakeholders, understanding ROI helps align investments with strategic goals.

How do you calculate ROI in Excel?

Calculating ROI in Microsoft Excel is straightforward. First, input the initial cost of the investment in one cell and the total revenue generated from the investment in another cell. Then, subtract the initial cost from the total revenue to get the net profit. Finally, divide the net profit by the initial cost and multiply by 100 to get the ROI percentage. The basic ROI formula in Excel would look like: 

= (Total Revenue - Initial Cost) / Initial Cost * 100

To save the hassles of manually configuring the Excel sheet for this calculation, download the ROI calculator template from Zomentum and get started in minutes. The template includes all the essential metrics, such as total return, net income, and cost of investment, to evaluate and optimize your ROI effectively.

What is the formula to calculate ROI in sheets/ Excel?

To calculate ROI in Excel or Google Sheets, you can use the following formula: 

ROI= (Return−Investment Cost​) × 100 / Investment Cost

This formula subtracts the initial investment cost from the return to determine the profit and then divides the profit by the initial investment cost. Finally, multiplying by 100 converts the result into a percentage. This method allows businesses to quickly assess the profitability of their investments over a specific period and make informed decisions based on the ROI percentage. 

For more advanced calculations, such as annualized ROI or considering the time value of money, our template includes variations of the formula that adjust for the number of years and other factors.

Are there any templates available for building an ROI calculator in Excel?

Yes, there are several templates available for building an ROI calculator in Excel. These templates simplify the process of calculating ROI by providing pre-built layouts and formulas. One such template is the Zomentum ROI calculator Excel template, which is a comprehensive tool that helps you get started quickly. It includes all the essential metrics, such as percentage gain, capital gain formula, and total return formula, to evaluate and optimize your investment return, making it an ideal choice for businesses looking to streamline their ROI calculations.

This template will help you analyze financial gain, including capital gain, breakdown the total cost and original investment price, and integrate different formulas for diverse business needs.

What Is the Difference Between IRR and ROI?

Return on Investment (ROI) and Internal Rate of Return (IRR) are both performance metrics used to evaluate investments, but they serve different purposes. ROI measures the total growth of an investment from start to finish and is calculated as a percentage of the initial investment. 

On the other hand, IRR identifies an investment's annual growth rate by calculating the discount rate that makes the net present value (NPV) of future cash flows equal to zero. While ROI is easier to calculate and understand, IRR provides a more detailed analysis of an investment’s performance over time, incorporating the time value of money. For more sophisticated IRR calculations, our template provides insights that go beyond the basic ROI metric.

What is a good ROI for a business?

A good ROI for a business depends on several factors, including industry standards, risk tolerance, and investment goals. Generally, a positive ROI is considered good, with a typical ROI of 5-7% often seen as a reasonable expectation. However, a strong ROI is usually greater than 10%. For small businesses, investors may look for an ROI between 15-30% due to the higher risks involved. However, it is essential to compare the ROI of a specific investment to the benchmark returns of similar investments.

Ultimately, a good ROI meets or exceeds the business’s financial goals and provides a satisfactory return on the investment.

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From quotations to opportunities, Zomentum helps us streamline the complete sales process, everything within a single, easily accessible dashboard. It also helps us to track the total number of proposals, leverage automation to send reminders to customers who haven't signed, and receive weekly updates on opened proposals. And on top of this, it integrates well with Connectwise flawlessly.

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Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. The platform enables us to track project progress and provide real-time feedback to our customers. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly.

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With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates.

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The document template makes our sales proposals a more modern experience with embedded videos and multi-stakeholder digital signatures with a customizable sales pipeline system. Zomentum replaces multiple products with a single, fully integrated solution that solves many of the challenges we encountered with other platforms.

Robert Picard
VP & COO, Demand ITS Inc

Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity.

Jason Kemley
Director – Uptime Solutions

Zomentum has helped us in tracking quotes from customers without having to send PDF attachments in our e-mails and manually sign them. The support team is very receptive and always takes our suggestions in order to make it a better tool. I hope they continue improving it with more and more integrations to reduce manual entries as much as possible.

Santiago Susbielles
Finance Controller - CIO Landing

From quotations to opportunities, Zomentum helps us streamline the complete sales process, everything within a single, easily accessible dashboard. It also helps us to track the total number of proposals, leverage automation to send reminders to customers who haven't signed, and receive weekly updates on opened proposals. And on top of this, it integrates well with Connectwise flawlessly.

Michael Morgan
Managing Director – Morgan and Morgan

Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. The platform enables us to track project progress and provide real-time feedback to our customers. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly.

Daniel Shone
Managing Director – Apex Computing Services

With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates.

Perry Ashby
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Free ROI Calculator Excel Template

When evaluating your partner programs, it's essential to calculate the return on investment (ROI) to ensure the program is worth the investment. Use our ROI calculator for SaaS vendors to accurately assess your pOur ROI calculator Excel template is designed to help businesses accurately measure the return on investment (ROI) for their partner programs using Microsoft Excel. Save time and resourcesOur ROI calculator Excel template is designed to help businesses accurately measure the return on investment (ROI) for their partner programs using Microsoft Excel. Save time and resources while gaining valuable insights into your program’s performance. 

The template includes all the essential metrics to evaluate and optimize your ROI effectively.

while gaining valuable insights into your program’s performance.artner programs and make necessary improvements. 

To use the ROI calculator for partner program, input the weekly hours your partner managers and partner marketing managers spend to manage partner recruitment, training, and deal distribution. Also, add partner manager resources and guesstimates. The calculator will then output the expected ROI from your partner program.

What will you get in the template?

Time and resource tracking
Cost analysis
ROI calculations
Lead Distribution
Visibility into Deal Stages
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Turn around proposals in a day than weeks or months.

Turn around proposals in a day than weeks or months.

Use the drag and drop interface, insert videos, and personalize your pitch.
Edit documents anywhere, any time, and on any device.
Save and reuse snippets to quickly build new documents.
Leverage Etilize content catalogue in quotes with predefined pricing and descriptions.
Manage objections in real-time and address customer concerns quickly.
Set up a timer on approvals and get legally binding e-signatures.

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Turn around proposals in a day than weeks or months.

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Engage partners to bring in more revenue by assisting on deals and offering proactive support.
Upload essential sales collateral and product training materials that partners can share with their clients.
See partner revenue-generating activities and gain visibility into their sales pipelines.
Re-engage inactive partners by sharing opportunities and guiding them to close more end-client sales.

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