Sales & Revenue template
ROI business case
Interactive financial case with assumptions and outcomes, as one link the people you send it to can explore, ask questions in and act on.
A live example
Built with WZRD from fictional material (Shiftwise ROI case for Lumora Hotels). Explore it and ask its agent anything.
What's inside
Let the buyer see and adjust the financial case: today's cost, the expected gains, the assumptions and the payback. WZRD AI fills these tabs from your material.
The case
Business case and In shortCalculator
Your numbers and AssumptionsProof
Comparable resultsShare
Finance questions and Take it to financeIts AI agent: Business case assistant
Explain each number and assumption in the business case. Help the buyer adjust inputs and understand the result. Never guarantee outcomes.
Who it's for
- Made by AE, Sales Leader, Founder and Solutions Consultant
- For prospect buying committee, economic buyer, champion and procurement team
- In B2B SaaS, Enterprise, Technology and Professional Services
When to use it
- Before first meeting: a AE sends it to the prospect buying committee
- After discovery: a Sales Leader sends it to the economic buyer
- After a demo: a Founder sends it to the champion
- During procurement: a Solutions Consultant sends it to the procurement team
- Before close: a AE sends it to the prospect buying committee
What WZRD needs
- Website + discovery notes
- Call transcript + product docs
- Or just a sentence describing it
Start from this
Use the template, add your material, then change anything.
Create a rOI business case for B2B SaaS before first meeting, using my website + discovery notes.
Questions
What is a rOI business case in WZRD?
Interactive financial case with assumptions and outcomes, as a live room instead of a static file: people open one link, explore it, ask its AI agent questions by voice or text, and take the next step there. It is built on WZRD's Salesroom.
What do I need to make one?
Usually website + discovery notes and call transcript + product docs. A sentence describing what you need is enough to start; files, links and notes make it specific.
Who is it for?
It is made by AE, Sales Leader, Founder and Solutions Consultant, for prospect buying committee, economic buyer, champion and procurement team.
Can I change it after it's made?
Yes. Edit anything in the editor or ask WZRD AI in plain words: the theme, the tabs, the blocks, the agent, the actions.
Can ChatGPT or Claude make it for me?
Yes. With WZRD connected, ask for it in your own words, for example: "Create a rOI business case for B2B SaaS before first meeting, using my website + discovery notes." WZRD finds this template and builds the room.
Also for
Let's make a room
Describe what it's for or drop in a file. No sign-up needed to start.