Migration ROI Calculator

Migration ROI Calculator

Financial Metrics

Budget & Revenue Metrics
Monthly Marketing Budget ($)
Average Deal Size (ACV) ($)
Lead Conversion Rate (%)
Customer Lifetime Value (CLV) ($)
Cost Structure
Customer Acquisition Cost (CAC) ($)
Current Platform Licensing Costs ($)
Support and Maintenance Costs ($)
Customized Needs ($)

Operational Efficiency

Campaign & Team Metrics
Number of Monthly Campaigns
Avg. Campaign Setup Time (hours)
Avg. Lead Response Time (hours)
Content Creation Volume
Marketing Team Size

Data & Integration

Database & Integration Metrics
# of Active Contacts in Database
Number of Integrated Tools
Average Monthly Data Sync Volume
Migration Scope Metrics
Number of Assets to Migrate
Number of Forms to Migrate
Number of Automations/Workflows
Number of Custom Objects

Compliance & Risk

Industry Compliance Requirements
GDPR
CCPA
HIPAA
PCI-DSS
SOC-2
Other Regulatory Frameworks
Annual Compliance Cost ($)
Risk Management Expenses ($)
Compliance Audit Frequency
Data Privacy Compliance Level
Data Security Standards
Basic SSL/TLS Encryption
Multi-Factor Authentication (MFA)
Data Masking / Tokenization
Regular Penetration Testing
Data Loss Prevention (DLP) Tools
Other Security Standards
Risk Management
Expected Downtime Tolerance
Contingency Budget for Unexpected Issues

Training & Change Management

Training Requirements
Number of Users to Train
Average Training Hours Per User
Training Cost Per User ($)

ROI Analysis Results

Key Financial Metrics

Total ROI
+215%
Annual Savings
$42,500
Payback Period
4.5 months
3-Year ROI
$127,500

Performance Improvements

Operational Efficiency
+27%
Team Productivity
+19%
Campaign Performance
+20%
Time Savings
8.5 hrs/week

Projected Timeline

Implementation
Weeks 1-6
Platform setup, data migration, and initial training
Initial ROI
Months 2-3
First efficiency gains and cost reductions realized
Break-Even Point
Month 4.5
Investment fully recouped through savings and efficiency
Full Optimization
Months 6-12
Complete team adoption and workflow optimization