Use cases
This is a portfolio calculator. Each use case is one sales motion with its own order-intake target, deal economics, and funnel rates. The model back-cascades to the SDR coverage you need and forward-projects revenue over 36 months. Portfolio view rolls everything up in EUR.
The AI uplift step applies six levers to the selected use case in real time. Local-currency inputs, EUR-normalized rollup, daily-refreshed FX, English or German, snapshots saved locally.
Motion economics.
Order-intake target, digital sales contribution, average order value, sales cycle, contract duration, and forecast-to-close rate. All values in the use case's local currency.
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All values in the use case's local currency. Derived volumes update live as you edit.
Required to hit OI target
The model derives the rest of the cascade from the inputs on the left.
Conversion cascade.
Given the target and AOV, the model back-cascades through the funnel to the lead volume the use case has to generate. Rates are inputs; volumes are outputs.
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Each rate is a percentage of the prior stage. AI funnel-quality lifts (when enabled) show with an orange bar.
SDR coverage.
SDR is the only role in this model. Pace is activities per day. Cadence is touches per output. FTE math: pace times 21 working days gives capacity per rep per month; required monthly volume times cadence gives required activity.
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All volume routes to SDR. The SDR card below shows the required FTEs after the cascade and any AI levers.
AI uplift, lever by lever.
Six levers tied to where AI changes the math. Toggle each, set the assumption, see the marginal effect on SDR FTEs and cost-to-OI in real time.
Forecast over time.
Monthly waterfall of revenue and order intake reflecting ramp, sales cycle, and the AI levers selected. When no use case is selected, the portfolio rollup is shown.
Revenue and cumulative deals
Bars show monthly revenue in EUR. Line shows cumulative closed-won deals.
Per-use case breakdown
| Use case | Business unit | Region | Type | OI (EUR) | SDR FTEs | Year-1 cost | Cost / OI |
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Export and share.
Excel for analysts, PDF executive brief for stakeholders, snapshot to the Sheet for shared reference. Scope follows selection: single use case if one is selected, full portfolio otherwise.
Excel workbook
Multi-tab workbook. Portfolio summary plus one sheet per use case (assumptions, cascade, headcount, forecast).
PDF executive brief
Cover, portfolio overview, business unit summary, region summary, one-page summary per use case.
Snapshot to Sheet
Write current state to the shared Google Sheet for review.