diff --git a/hub/services/templates/calculator/roi_calculator_help.html b/hub/services/templates/calculator/roi_calculator_help.html index a7bc61c..0b21cfc 100644 --- a/hub/services/templates/calculator/roi_calculator_help.html +++ b/hub/services/templates/calculator/roi_calculator_help.html @@ -92,10 +92,68 @@ html {
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Overview

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The ROI Calculator provides simultaneous comparison of both investment models, showing real-time results for each scenario. You can instantly see how both models perform without switching between them.

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Why Larger Investments Win Big

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The More You Invest, The Better Your ROI
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Our calculator uses exponential scaling to reward larger investments with dramatically better returns. This isn't just about more money - it's about exponentially better performance per CHF / EUR invested.

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Exponential Scaling Benefits

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Investment AmountInstance MultiplierRevenue PremiumPerformance Bonus CapGrace Period BonusExpected 3-Year ROI
500,0001.0xStandard rates15%Base period200-250%
1,000,0002.2x+20% per instance20%+6 months250-300%
1,500,0003.5x+40% per instance25%+12 months300-350%
2,000,0005.0x+60% per instance35%+12 months350-400%
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Investment Model Comparison

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Loan Model

3-8% Annual Returns

Fixed interest lending with guaranteed monthly payments. Low risk, predictable returns.

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  • Guaranteed monthly payments
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  • No performance risk
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  • Fixed 3-8% annual returns
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  • Contractual protection
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Direct Investment
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15-40% Potential Returns

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Performance-based revenue sharing with scaling bonuses and extended grace periods.

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Currency Support

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The ROI Calculator supports multiple currencies to accommodate different regional markets and business requirements.

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Supported Currencies

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Swiss Franc (CHF)
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Default Currency

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  • Swiss locale formatting (de-CH)
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  • Standard decimal separators
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  • Traditional Swiss business format
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Euro (EUR)
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European Markets

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  • European locale formatting (de-DE)
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  • Standard European decimal separators
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  • EU business format compliance
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    200-400% Potential Returns

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    Performance-based revenue sharing with exponential scaling bonuses and extended grace periods.

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    • Exponential scaling rewards
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    • Revenue premiums up to 60%
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    • Performance bonuses up to 35%
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    • Extended grace periods
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How Currency Selection Works

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Currency can be selected in the main configuration section of the calculator. When you change currency:

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  • All displays update automatically: Investment amounts, revenue figures, and results
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  • Proper localization: Numbers are formatted according to the selected currency's regional standards
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  • Export consistency: PDF and CSV exports use the selected currency throughout
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  • Real-time conversion: All calculations maintain the same values while updating display format
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Important Notes

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Currency Display Only
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The calculator displays amounts in your selected currency but does not perform currency conversion. All input values should be entered in your chosen currency. For example, if you select EUR, enter your investment amounts in Euros.

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Consistency Important
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Ensure all your inputs (investment amount, revenue per instance, etc.) are in the same currency for accurate calculations. Mixing currencies will produce incorrect results.

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Loan Model (3-7% Returns)

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How It Works

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You lend capital to Servala at a fixed interest rate, receiving guaranteed monthly payments regardless of business performance.

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Key Features

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  • Investment Range: 100,000 - 2,000,000 (in your selected currency)
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  • Interest Rates: 3-8% annually
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  • Payment Schedule: Fixed monthly payments
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  • Risk Level: Very low - contractually guaranteed
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  • Break-even: Typically 12-18 months
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Payment Calculation

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Monthly payments use standard amortization:

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Where P = Principal, r = Monthly rate, n = Total payments

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Best For

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  • CSPs prioritizing predictable, guaranteed returns
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  • Limited capacity for active sales involvement
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  • Conservative risk tolerance
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  • Need for steady cash flow
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Direct Investment (15-40% Returns)

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How It Works

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Invest directly in Servala's operations and earn returns through revenue sharing that scales with performance and investment size.

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Total Revenue Potential

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Dual Revenue Streams
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Service Revenue: Monthly fees from Servala managed services (shared with Servala based on your investment terms)

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Core Service Revenue: Additional revenue from selling compute, storage, and infrastructure to support each managed service instance (100% retained by CSP)

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Example: 50 service fee + 100 compute/storage = 150 total revenue per instance per month (in your selected currency)

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Exponential Scaling Benefits

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Investment AmountInstance MultiplierRevenue PremiumPerformance Bonus CapChurn Reduction
500,0001.0xStandard rates15%0%
1,000,0002.2x+20% per instance20%27%
1,500,0003.5x+40% per instance25%47%
2,000,0005.0x+60% per instance35%60%
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Grace Period Benefits

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Larger investments get longer periods of 100% revenue retention:

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  • 500,000: Base grace period (6 months default)
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  • 1,000,000: Base + 6 months bonus
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  • 1,500,000+: Base + 12 months bonus
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  • Maximum: Up to 60% of total investment timeframe
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Scaled Performance Bonuses

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Performance bonuses now scale with investment size, providing up to 35% additional revenue share for the largest investments:

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  • 500,000 - 1M: Up to 15-20% bonus
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  • 1M - 1.5M: Up to 20-25% bonus
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  • 1.5M+: Up to 25-35% bonus
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Performance bonuses activate when you exceed 110% of baseline performance and provide exponentially better rewards for larger investments.

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Revenue Premium (Economies of Scale)

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New Feature: Large investments unlock revenue premiums per instance, reflecting economies of scale:

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  • 1M investment: 20% premium on all revenue per instance
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  • 1.5M investment: 40% premium on all revenue per instance
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  • 2M investment: 60% premium on all revenue per instance
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This applies to both service revenue and core service revenue, dramatically improving ROI for larger investments.

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Performance Multiplier (Automatic)

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This metric shows how your actual performance compares to baseline expectations:

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  • 1.0x: Meeting baseline expectations
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  • 1.5x: 50% better than baseline (triggers performance bonuses)
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  • 2.0x: Double the baseline performance
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This is calculated automatically based on your investment scaling and cannot be manually configured.

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Best For

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  • CSPs wanting to maximize return potential
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  • Ability to actively promote managed services
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  • Moderate to high risk tolerance
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  • Longer investment horizons (2-5 years)
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Model Comparison

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Investment Comparison - 3 Years ROI (Any Currency):

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Direct Comparison - 3 Years ROI:

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Risk Level Expected ROI Break-evenTotal ReturnProfit Potential
Loan Model (5%)Loan Model (1M) Low8% over 3 years15-25% over 3 years 12-18 months80,000 profit150,000 - 250,000
Direct Investment (500K)Low-Moderate200-250% over 3 years12-18 months1,000,000+ profit
Direct Investment (1M) Moderate 250-300% over 3 years 15-21 months2,500,000+ profit2,500,000 - 3,000,000
Direct Investment (2M) High300-400% over 3 years350-400% over 3 years 18-24 months6,000,000+ profit7,000,000 - 8,000,000
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Using the Calculator

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How to Use the Calculator

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Key Parameters

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Quick Start Guide

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Primary Settings
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  • Initial Investment: 100K - 2M in selected currency (with slider)
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  • Timeframe: 1-5 years
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  • Service Revenue/Instance: Monthly Servala service fee per managed instance (20-200 in selected currency)
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  • Growth Scenarios: Conservative, Moderate, Aggressive
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Essential Settings
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  1. Investment Amount: Use slider or type amount (100K - 2M)
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  2. Timeframe: Choose 1-5 years for your projection
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  3. Currency: Select CHF or EUR
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  4. Growth Scenario: Enable scenarios that match your market
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Advanced Controls (Optional)
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Understanding Results
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  • Loan Rate: Annual interest (3-8%) - affects loan model calculations
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  • Servala Share: Revenue split percentage (10-40%) for direct investment
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  • Grace Period: 100% revenue retention period (0-24 months, direct investment)
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  • Core Revenue/Instance: Additional monthly revenue from selling compute/storage per instance (0-500 in selected currency)
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  • Churn Rates: Customer loss percentages by scenario (0-15%)
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  • Net Position: Your profit after investment
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  • ROI Percentage: Return on investment rate
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  • Investment Benefits: Real-time scaling display
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  • Break-even: When you start profiting
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Understanding the Results

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Advanced Parameters (Optional)

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Real-time Metrics
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  • Net Position: Your profit after subtracting initial investment
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  • ROI Percentage: Return on investment as a percentage
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  • Performance Multiplier: How actual results compare to baseline (automatic)
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  • Service Revenue/Instance: Monthly Servala service fee (20-200)
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  • Core Revenue/Instance: Additional infrastructure revenue (0-500)
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  • Loan Rate: Annual interest for loan model (3-8%)
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Detailed Analysis
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  • Scenario Comparison: See results for all enabled growth scenarios
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  • Model Distinction: Clear separation between Loan and Direct investment results
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  • Monthly Breakdown: Month-by-month financial progression
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  • Servala Share: Revenue split for direct investment (10-40%)
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  • Grace Period: 100% revenue retention period (0-24 months)
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  • Churn Rates: Customer loss by scenario (0-15%)
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Growth Scenarios

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Choose the scenarios that best match your market conditions and sales capabilities:

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Understanding the Charts

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Reading the Charts

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1. ROI Progression Over Time

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Shows when your investment becomes profitable (crosses zero line) and how returns develop month by month. Both models are shown with solid lines for Direct Investment and dashed lines for Loan Model.

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2. Net Financial Position (Break-Even Analysis)

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Your cumulative profit/loss over time. Above zero = profitable, below zero = still recovering initial investment. Both models displayed with different styling to distinguish between them.

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3. Performance Comparison (ROI %)

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ROI percentages across different growth scenarios, helping you understand best and worst-case outcomes. Shows both models side-by-side for each scenario.

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4. CSP Revenue Breakdown (Direct Investment Only)

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Detailed monthly revenue analysis showing the dual revenue streams available with direct investment:

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  • Service Revenue: Monthly fees from managed services (shared with Servala)
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  • Core Service Revenue: Infrastructure sales revenue (100% retained by CSP)
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  • CSP Total: Combined revenue retained by the CSP
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  • Servala Revenue: Revenue share paid to Servala
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This chart uses a right-side legend and different line styles to clearly distinguish between revenue components. Only shows direct investment scenarios for clarity.

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Key Charts Explained

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1. ROI Progression Over Time
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Shows when your investment becomes profitable and how returns develop monthly. Look for the point where lines cross zero.

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2. Net Financial Position
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Your cumulative profit/loss over time. Above zero = profitable, below zero = still recovering investment.

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3. Performance Comparison
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ROI percentages across different growth scenarios - compare best and worst-case outcomes.

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4. CSP Revenue Breakdown
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Monthly revenue analysis showing service revenue, core revenue, CSP total, and Servala revenue share.

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Chart Legend & Styling

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Chart Legend

  • Solid Lines: Direct Investment Model
  • Dashed Lines: Loan Model
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  • Dotted Lines: Core service revenue streams
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  • Green: Conservative Scenario
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  • Yellow: Moderate Scenario
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  • Red: Aggressive Scenario
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  • Gray: Servala revenue share
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  • Green: Conservative Scenario | Yellow: Moderate | Red: Aggressive
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Chart Interactions

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All charts are interactive - hover over data points to see exact values. The CSP Revenue Breakdown chart shows detailed tooltips with revenue breakdowns for each month.

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Currency Support

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Swiss Franc (CHF) - Default
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  • Swiss locale formatting (de-CH)
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Euro (EUR)
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  • European locale formatting (de-DE)
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  • EU business format compliance
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Important
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Currency selection only changes display format - no conversion is performed. Enter all amounts in your chosen currency.

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Technical Details

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Loan Model Details

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  • Payment Calculation: Standard amortization formula
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  • Interest Rates: 3-8% annually
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  • Risk Level: Very low - contractually guaranteed
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Monthly Payment Formula
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Where P = Principal, r = Monthly rate, n = Total payments

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Direct Investment Details

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  • Revenue Streams: Service fees + Core infrastructure sales
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  • Performance Tracking: Automatic baseline comparison
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  • Grace Periods: 100% revenue retention periods
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  • Churn Reduction: Investment-based customer success
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Performance Multiplier
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Automatically calculated: Actual instances ÷ Baseline instances

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1.0x = baseline, 1.5x = 50% above baseline, 2.0x = double baseline

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Frequently Asked Questions

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What does "Net Position" mean?

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Your final financial position: total CSP revenue minus your initial investment. Positive values indicate profitable investment.

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Basic Questions
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What does "Net Position" mean?
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Your profit after subtracting your initial investment. Positive = profitable.

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How are performance bonuses calculated?

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Bonuses apply when you exceed 110% of baseline instance growth, providing up to 15% additional revenue share. The system automatically tracks your performance multiplier (actual vs. baseline instances) and applies bonuses accordingly.

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What is the Performance Multiplier?

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The Performance Multiplier is an automatically calculated metric showing how your actual results compare to baseline expectations. For example, 1.5x means you're performing 50% better than the baseline scenario. This cannot be manually configured - it's calculated based on your investment scaling factors.

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What is Core Service Revenue?
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Additional income from selling compute/storage per instance. 100% retained by CSP - not shared with Servala.

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What is Core Service Revenue?

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Core Service Revenue represents the additional monthly income CSPs earn by selling compute, storage, and infrastructure resources required to run each Servala managed service instance. This revenue stream is 100% retained by the CSP and is not shared with Servala, providing additional profit potential beyond the service fees.

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What happens during grace periods?
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You keep 100% of service revenue + all core revenue. Larger investments get longer grace periods.

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Advanced Questions
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How are performance bonuses calculated?
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Bonuses apply when you exceed 110% of baseline growth, providing up to 35% additional revenue share for large investments.

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What happens during the grace period?

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You keep 100% of service revenue during this period, plus all core service revenue. Grace periods are longer for larger investments (6-12 months).

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What is the Performance Multiplier?
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Automatically calculated metric: actual results ÷ baseline expectations. Cannot be manually configured.

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How accurate are the projections?

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Projections are based on industry benchmarks and Servala's historical data, but actual results may vary based on market conditions and your sales performance.

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How accurate are projections?
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Based on industry benchmarks and historical data, but actual results may vary with market conditions.

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+ + Start Calculating Your ROI + + + Back to Calculator