To ensure accurate and meaningful results, follow these guidelines:

Input Accurate Data: Provide realistic figures for your sales team and operations.

The calculator requires inputs such as the number of sales reps, average annual salary per rep, deals per year, average deal size, current conversion rate, annual automation cost, expected efficiency gain, and conversion rate improvement.

Use data from your CRM, financial records, or industry benchmarks for best results.

For example, if your team closes 100 deals annually with a 20% conversion rate, enter these values directly rather than estimates.

Understand the Metrics: The calculator outputs both total and per-rep results.

"Total Current Annual Revenue" reflects deals per year × average deal size × conversion rate, while "Current Annual Revenue per Rep" divides this by the number of sales reps.

"Total Current Labor Cost" is the number of reps × average salary, and "Current Labor Cost per Rep" is the average salary.

Projected revenue and savings account for efficiency gains (e.g., time saved on repetitive tasks) and conversion improvements (e.g., better lead scoring).

Review all outputs to assess both team-wide and individual impacts.

Experiment with Scenarios: Adjust inputs to model different scenarios.

For instance, increase the efficiency gain from 30% to 50% to see how automating more tasks affects ROI, or raise the conversion rate improvement to reflect AI-driven personalization.

Avoid extreme values (e.g., 100% efficiency gain) unless supported by data, as they may skew results.

If your sales reps number is zero, per-rep metrics will show $0 to avoid division errors.

Interpret ROI Carefully: The ROI percentage represents (net savings ÷ automation cost) × 100, where net savings include labor cost savings and additional revenue from improved conversions, minus automation costs.

A high ROI (e.g., 430%) indicates strong returns, but consider implementation challenges, training costs, or market variables not captured in the calculator.

Use the results as a starting point for deeper financial analysis or discussions with stakeholders.