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Overview
ROI Scope
Objectives
Key Wins
Commercial
Lifecycle Report
Notes
Settings
ROI Overview
Value by pillar
Edit inputs on the ROI Scope tab. Customer details and API credentials are under Settings.
Engagement Details
ControlUp API Credentials
Stored per customer. Passed to Claude on "Build Report". Base URL:
https://api.controlup.io/
Key:
[I] Industry standard
[C] Customer-provided
[K] Calculator override
SOFTRealisation-adjusted benefit
Live ROI estimate — updates as you fill fields
£0
Hard ROI over contract
£0
Soft value recovered
£0
Combined total saving
£0
Contract cost
£0
Net ROI (hard + soft)
£0
Net ROI (hard only)
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Payback (months)
Soft pillars use realisation factors: P5 Productivity ×40% · P7 Shift-Left ×60%. Gross values before realisation appear in the Assumptions tab.
Year-by-Year: Savings vs Spend — with cumulative net ROI overlay
Annual savings (hard+soft)
ControlUp spend
Cumulative net ROI
Cumulative Net ROI — monthly resolution — investment period → payback → return
Net position (positive)
Net position (negative)
Payback crossover
Tool replacement event
Pillars In Scope
ControlUp Complete First — Proposed Commitments
These figures drive the headline ROI. Agree them with the customer before building the report.
Device extension delivery
Customer Questions
Your inputs — changes here update the calculator. ● Red border = unfilled required field
Device Lifespan Extension
How many devices do you have?
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Average cost per endpoint device (£)?
I
How long do you run devices before replacing (months)?
I
What % do you expect your total device count to grow each 12 months?
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Remote Control Tool Replacement
RMM Tool Replacement
Patching & Vulnerability Replacement
Asset Management Tool Replacement
End-User Productivity
Average salary per end-user (£)?
I
End-user headcount? (optional override — defaults to device count)
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What % of their time is impacted by digital friction?
I
What % of employees are impacted?
I
Service Desk — Tickets & Automation
How many service desk tickets do you have annually?
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What % are fixed by automation today?
I
Average cost to resolve a ticket (£)? (auto-calculated from L-level splits below)
K
Ticket Costs & L-Level Splits
What % of tickets are resolved at L1?
I
What % of tickets are resolved at L2?
I
What % of tickets are resolved at L3?
I
Cost per ticket at L1 (£)?
I
Cost per ticket at L2 (£)?
I
Cost per ticket at L3 (£)?
I
Service Desk Headcount
Average salary of a Service Desk employee (£)?
I
How many Service Desk personnel do you have?
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Cloud Instance Right-Sizing
Average instance / host cost per month (£)?
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How many instances / hosts do you have?
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Pilot saving (£/yr)? (MCP-derived if available)
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% of instances included in the pilot?
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Software Asset Rightsizing
Run the reclamation pull from the build screen, paste the JSON below, then add or adjust apps and prices. Feeds Pillar 10 of the ROI.
Import reclamation results
Paste the SAR JSON block from the reclamation run. Telemetry counts and savings load straight into the table below and into the ROI. You'll be prompted for any prices that weren't known.
| Application | Entitlement (fleet) | Usage (fleet) | Annual cost/licence (£) | Source |
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Intelligent Autoscaling Inputs
Always visible — adjust sliders to model saving
£0
Right-Sizing /yr (in P11)
£0
Scaling /yr (P12)
£0
P12 ROI /yr
£0
At Full Scale /yr
Custom ROI Items
Pillar Calculations & Workings ▼
Each pillar's description, formula, and the live figures substituted in. Updates as you edit inputs. All figures are contract-term totals unless marked one-time.
Assumptions & Industry Standards Appendix ▼
| Input | Value used | Source / notes |
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Business Objectives + Current State
Current State — Free Text
POC Success Criteria
Key Wins
Billing method controls when spend lands in the year-by-year model. Each row can override individually.
Commercial Structure
| SKU / description | Qty | Annual unit price (£) | Term (yrs) | Billing | Total price (£) |
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Services Bundle
Cost by Contract Year
Internal Notes