RevUp Forge ROI Calculator

SDR Compensation: OTE (On-Target Earnings) is input. Base Salary and Variable Commission are derived from OTE and the Base Salary Component %.

Monthly/Annual Leads (Year 1): Calculated as (Number of SDRs × Target Leads/SDR/Month × Quarterly Attainment % for that quarter). SDRs are assumed to be at 100% of this adjusted target from month 1. For Year 2 and beyond, leads are based on 100% of the Target Leads/SDR/Month.

New Deals & Revenue Realization: Calculated monthly based on leads generated -- months prior, using the --% conversion rate. Revenue shown is total deal value.

Gross Profit: Calculated as Total Revenue x Average Gross Margin (%). This is the profit figure used for ROI and Breakeven calculations against investments.

Year 1/Year 2 Performance: Metrics are aggregated based on when new deals *close* and revenue/profit is *realized* (Month 1-12 for Year 1, Month 13-24 for Year 2). Year 2 includes new deals from Y2 leads, carry-over deals from Y1 leads, and renewal revenue from Y1 customers if LTV and renewal rates apply.

Deals Closing in Y2/Y3 (est.): Number of deals from prior year's leads expected to close in the current/next year due to sales cycle delay.

RevUp Forge (Fractional Sales Management) Costs: If included, the "Monthly Onboarding Cost" for RevUp Forge (Illicium's training and onboarding program to set up scalable sales structures and optimize for growth) is applied each month for the first 4 months. "Ongoing Support" costs for RevUp Forge are then applied monthly for the selected duration, starting after this initial 4-month onboarding period.

RevUp Force (HR, Payroll & Sales Community Access) Costs: If included, these represent Illicium's service for Offshore Sales Recruitment & Support, including HR, payroll, compliant management of offshore staff, and access to a sales community & events. Costs are applied monthly per SDR.

Year 1/Year 2 Investment: Sum of 12 months of Total SDR Compensation (OTE), SaaS Costs, and any included RevUp Forge and RevUp Force service costs applicable to that year.

Avg. Monthly Costs (Year 1): Total Year 1 Investment divided by 12.

Cost Per Lead (CPL): Total Year 1 Investment ÷ Year 1 Qualified Leads.

Customer Acquisition Cost (CAC): Total Year X Investment ÷ Year X New Deals Closed (or New Deals Originated for LTV:CAC context).

Direct ROI (Gross Profit Based): ((Annual Gross Profit - Annual Investment) / Annual Investment) x 100% for the respective year.

Direct ROI (Revenue Based - Chart): ((Annual Realized Revenue - Annual Investment) / Annual Investment) x 100% for the respective year.

Customer Lifetime Value (LTV) Basis & Renewal Rates:
- If "Include Customer Renewals" is unchecked: LTV is based on the initial 12-month Annual Contract Value (ACV).
- If "Include Customer Renewals" is checked: LTV includes the initial ACV plus subsequent renewal periods based on the selected "Customer LTV Basis (Post-Initial Term)". The 'Renewable Value Component %' is applied to the ACV for each renewal period. The 'Y1/Y2/Y3 Renewal Rates' determine the probability of these renewals occurring. Partial year renewals (e.g., for an 18-month LTV basis meaning a 6-month renewal period) are calculated proportionally from the annual renewable value.

LTV Revenue (from YX Deals): Total projected revenue from new deals closed in a given year (YX), including their initial value and all applicable renewals based on the selected LTV basis and renewal rates.

LTV ROI (Gross Profit Based - Text): ((Total LTV Gross Profit from YX Deals - Investment in YX) / Investment in YX) x 100%. This ROI uses the Gross Profit derived from the LTV Revenue of deals originated in year X, against the investment made in year X.

LTV ROI (Revenue Based - Chart): ((Total LTV Revenue from YX Deals - Investment in YX) / Investment in YX) x 100%. This is shown in the bar charts for comparison.

LTV:CAC Ratio (Gross Profit Based): (Single Customer Gross Profit LTV from Y1 Deals) / (Customer Acquisition Cost for Y1 Deals). A common target is 3:1 or higher.