Supercharge Your Software Sales: Excel &AI-Powered Strategy

Explore a structured lesson plan that builds ROI modeling in Excel, from basic spreadsheet formulas and formatting to multi-year ROI, proving upfront value, and AI-assisted formula creation for client presentations.

Master Microsoft Excel basics by identifying cells, worksheets, and workbooks; differentiate labels from data, build formulas with equals, perform arithmetic, and use Autosum for quick totals.

Format spreadsheets to communicate roi clearly by applying text, number, currency, percentage, and date formats, with bold, color, borders, alignment, and logo insertion.

Apply a practical return on investment calculation using a concrete Acme Estimator example, linking investment, savings per job, and total profit to demonstrate a 300% return.

Learn to build a five-year cost of ownership and return on investment using an Excel tool, inputting seats, cost per seat, and savings per job to demonstrate year-over-year benefits.

Learn to model upfront investments and ongoing costs to justify ROI over five years, using a printer deployment example to quantify savings, costs, and break-even timing.

Build multi-year ROI models for SaaS and upfront investments by showing time savings and revenue gains with customer data, and present clear, credible KPI improvements.

Learn to craft a compelling ROI story by gathering client data, building a simple, credible business case, and presenting a formatted, one-page ROI for quick buy-in.

Harness OpenAI tools to write complex Excel formulas and analyze ROI, cash flow, payback, and net present value, boosting sales insights without deep Excel knowledge.

Pull together an ROI that translates product value into measurable business impact. Focus on key KPIs, credible data sources, and an in-person, iterative, coach-ready final presentation.

Build and apply your roi story with a talk track, show how your product improves a customer's business, and gather proof from case studies to refine for faster sales.