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Allego ROI Model Template 2024

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Angel Ortega
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11 views7 pages

Allego ROI Model Template 2024

Uploaded by

Angel Ortega
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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ROI Calculator User Guide

Introduction

Welcome to the ROI calculator guide! This tool helps you measure the impact of your
enablement programs by calculating Return on Investment (ROI). To get the best results, it's
crucial to understand leading and lagging indicators and how they play a role in tracking
your program's success.

Leading and Lagging Indicators

Leading Indicators: Metrics that predict future performance and give insights into potential
success. These are typically early-stage inputs, such as training participation rates or
coaching interactions. They offer a glimpse into the effectiveness of your ongoing processes.

Lagging Indicators: Metrics that reflect outcomes, focusing on results after an action has
been taken. These might include revenue, win rates, or time to certification. Lagging
indicators provide a retrospective view of the success of your programs.

Using the ROI Calculator

1. Data Collection: Before using the calculator, ensure you have collected data for your
leading and lagging indicators. This might require tracking performance metrics, surveying
participants, or compiling sales data.
2. Entering Data: Open the ROI calculator and navigate to the appropriate sheet. Input the
collected data into the corresponding cells. Ensure the data is accurate to get reliable
results.
3. Calculations: The calculator will automatically compute ROI based on your inputs. You
can view the calculations and results in designated sections. If needed, adjust the inputs to
reflect changes in your business dynamics or program structure.
4. Review and Refine: After entering your data, review the results. This ROI calculator is a
starting point for measuring success. Depending on your business needs, you might want to
refine the calculator, add more metrics, or adapt it to your specific use case.

About Allego

Allego is the future ofrevenue enablement. Our enablement, learning, content management, and conversation inte
Onboarding & Training Coaching & Collaboration

Completion & pass rate of


Calls & deals coached (#)
onboarding tasks (%)

Leading Indicators Coaching interactions (#) Coaching sessions per rep (#)

Time spent on practice/role play (#


Manager participation rate (%)
of hours)

Time to first deal (days) Win rate of coached cohort (%)

Quota attainment (%) & average Sales cycle length of coached


Lagging Indicators
deal size ($) cohort (days)

Quota attainment of coached


Cost of onboarding a rep ($)
cohort (%)
Launches & Rollouts Content & Messaging Digital Selling

Use & adoption of approved Number of prospects viewing


Launch event participation rate (%)
content (%) content (#)

Digital engagement rate of


Certification completion rate (%) Average content views per rep (#)
prospects (%)

View/pass rate on reinforcement Average external content shares Number of engaged contacts per
(%) per rep (#) deal (#)

Time to certification or proficiency


Revenue influenced by content ($) Touchpoints per closed deal (#)
(# days)

Launch cost savings (People, Time, Win rate lift of reps using content
Sales cycle length (# of days)
$) (%)

Revenue impact of certified cohort Average Deal Size of reps using


Win rate (%)
($) content ($)
Enablement ROI Calculator Template

Team Structure & Dynamics


Number of reps (excluding managers) 100
Number of managers 10
Average customers per region 30
Number of regions 10
Annual attrition rate of managers & reps 5%
Cost of manager & rep attrition ($) $ 10,000
Onboarding time for managers & reps (days) 90
Time spent by managers searching for content (weekly, minutes) 10
Time spent by reps searching for content (weekly, minutes) 20
Time spent by managers on coaching/training travel (monthly, minutes) 480
Average salary of reps $ 100,000
Average salary of manager $ 150,000
Average value of one customer ($) $ 25,000
Average number of customers (# annual) 300
Average sales cycle length (days) 40

OBSERVED IMPACT FROM LAGGING INDICAORS


Sales Cycle Improvement Factor (percentage points) 5%
Onboarding Time Improvement Factor (days) 15
Content Time Savings (mins/week) 30
Attrition Rate Improvement Factor (percentage points) 5%
Customer Value Improvement Factor (percentage points) 5.00%

CALCULATIONS
New Sales Cycle Length (days) 38
Total Time Saved Per Year (hours) 3,100
Full-Time Rep Equivalent of Time Savings (# of reps) 1
Number of Managers Retained Per Year with New Attrition Rate (Managers) 1.0
New Average Customer Value ($) $ 26,250

ROI
Value of Additional Capacity from Time Savings ($) $ 186,298

Value of Reduced Manager Attrition ($) $ 10,000


Net Additional Customer Value ($) $ 375,000
New Sales Cycle Length 38
New Manager Onboarding Time 75
Cost of Enablement or Training Efforts $ 100,000
Total ROI ($) $ 471,298
Return (x) 5
Notes

Placeholder input data based on your company

Placeholder impact based on observations

Placeholder for impact calculations

Sample calculations based on impact above

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