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Documentation Index

Fetch the complete documentation index at: https://docs.auditynow.com/llms.txt

Use this file to discover all available pages before exploring further.

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What this is

The ROI calculations step produces financial projections for the top opportunities identified in the analysis. Each opportunity is evaluated for potential cost savings, revenue impact, and payback period based on the client’s company size, industry benchmarks, and the specifics captured in discovery and interviews. ROI outputs appear in the deliverables hub and the final report.

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Before you start

  • Analysis must be complete with at least one confirmed opportunity.
  • Frameworks should be applied before ROI calculations for the best output, as framework scores feed into effort/complexity estimates.
  • Gather any client-specific financial inputs you have: current headcount costs for relevant teams, known technology spend, or existing efficiency benchmarks. These improve projection accuracy when entered manually.

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Procedure

  1. Open your project and click ROI Calculations in the lifecycle stepper.
  2. The Opportunity list shows all confirmed opportunities from the analysis, ranked by estimated ROI impact.
  3. For each opportunity, review the AI-generated estimates:
    • Estimated annual value, projected savings or revenue impact.
    • Implementation effort, low / medium / high, derived from framework scores.
    • Payback period, estimated months to break even.
  4. Click any opportunity to expand it and adjust the underlying assumptions:
    • Affected headcount, number of FTEs involved in the process being optimised.
    • Hourly rate assumption, override the industry-default rate with a client-specific figure.
    • Automation rate, what percentage of the task is automatable.
  5. Adjusted values recalculate instantly.
  6. Click Confirm ROI calculations to lock the outputs for inclusion in deliverables.
ROI projections are labelled as estimates in all deliverables. Audity does not guarantee financial outcomes. Encourage clients to validate assumptions with their finance team.

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Limits and gating

  • Requires at least one confirmed analysis opportunity.
  • ROI calculations can be re-run or re-confirmed at any time before the final report is generated.
  • Solo plan: ROI calculations for up to 5 opportunities per project.
  • Team / Enterprise: Unlimited opportunities.

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Common issues

No opportunities appear in the ROI list. The analysis may have produced findings that were all dismissed, or the analysis has not been run. Check the analysis step. Estimates seem unrealistically high or low. Check the industry and company size in the client profile, these drive the benchmark assumptions. Adjust the per-opportunity assumptions (headcount, rate, automation rate) to reflect the client’s actual situation. “Confirm ROI calculations” is greyed out. All required opportunities must have their assumptions reviewed. Any opportunity with a warning icon needs attention before you can confirm.

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What’s next

Generate stakeholder memos that communicate findings and ROI projections to specific audiences within the client organisation.