further refinement of roi calculator
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6 changed files with 962 additions and 565 deletions
399
hub/services/templates/calculator/roi_calculator_help.html
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hub/services/templates/calculator/roi_calculator_help.html
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{% extends 'base.html' %}
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{% load static %}
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{% block title %}ROI Calculator Help - Servala Investment Models{% endblock %}
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{% block extra_css %}
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<link rel="stylesheet" type="text/css" href='{% static "css/roi-calculator.css" %}'>
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<style>
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.help-section {
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margin-bottom: 2rem;
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}
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.help-section h2 {
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color: #007bff;
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border-bottom: 2px solid #007bff;
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padding-bottom: 0.5rem;
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margin-bottom: 1rem;
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}
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.help-section h3 {
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color: #28a745;
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margin-top: 1.5rem;
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}
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.comparison-table {
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font-size: 0.9rem;
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}
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.model-card {
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border-left: 4px solid;
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padding: 1rem;
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margin-bottom: 1rem;
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background: #f8f9fa;
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}
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.loan-model {
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border-left-color: #ffc107;
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}
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.direct-model {
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border-left-color: #28a745;
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}
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/* Enhanced navigation styling */
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.list-group-item {
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border: none !important;
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font-size: 0.9rem;
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transition: all 0.2s ease;
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display: block !important;
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width: 100% !important;
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clear: both;
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}
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.list-group-flush {
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display: flex !important;
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flex-direction: column !important;
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}
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.list-group-item:hover {
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background-color: #f8f9fa;
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padding-left: 1rem !important;
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}
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.list-group-item.active {
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background-color: #007bff;
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color: white;
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}
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/* Smooth scrolling */
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html {
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scroll-behavior: smooth;
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}
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/* Section spacing */
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.help-section {
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scroll-margin-top: 2rem;
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}
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</style>
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{% endblock %}
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{% block content %}
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<div class="container my-4">
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<div class="row">
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<div class="col-12">
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<div class="d-flex justify-content-between align-items-center mb-4">
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<div>
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<h1>ROI Calculator Help</h1>
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<p class="text-muted">Understanding Servala's Investment Models</p>
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</div>
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<div>
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<a href="{% url 'services:csp_roi_calculator' %}" class="btn btn-primary">
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<i class="bi bi-arrow-left"></i> Back to Calculator
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</a>
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</div>
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</div>
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</div>
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</div>
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<div class="row">
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<div class="col-lg-3">
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<div class="sticky-top" style="top: 1rem;">
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<div class="card">
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<div class="card-header">
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<h5 class="mb-0">Quick Navigation</h5>
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</div>
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<div class="card-body">
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<div class="list-group list-group-flush">
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<a class="list-group-item list-group-item-action" href="#overview">
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<i class="bi bi-lightbulb me-2"></i>Overview
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</a>
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<a class="list-group-item list-group-item-action" href="#loan-model">
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<i class="bi bi-bank me-2"></i>Loan Model (3-7%)
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</a>
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<a class="list-group-item list-group-item-action" href="#direct-model">
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<i class="bi bi-rocket me-2"></i>Direct Investment (15-40%)
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</a>
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<a class="list-group-item list-group-item-action" href="#comparison">
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<i class="bi bi-bar-chart me-2"></i>Model Comparison
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</a>
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<a class="list-group-item list-group-item-action" href="#calculator-guide">
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<i class="bi bi-calculator me-2"></i>Using the Calculator
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</a>
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<a class="list-group-item list-group-item-action" href="#scenarios">
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<i class="bi bi-speedometer2 me-2"></i>Growth Scenarios
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</a>
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<a class="list-group-item list-group-item-action" href="#charts">
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<i class="bi bi-graph-up me-2"></i>Understanding Charts
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</a>
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<a class="list-group-item list-group-item-action" href="#faq">
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<i class="bi bi-question-circle me-2"></i>FAQ
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</a>
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</div>
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</div>
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</div>
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</div>
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</div>
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<div class="col-lg-9">
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<!-- Overview Section -->
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<div class="help-section" id="overview">
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<h2><i class="bi bi-lightbulb"></i> Overview</h2>
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<p>The ROI Calculator helps you analyze potential returns from partnering with Servala through two distinct investment models:</p>
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<div class="row">
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<div class="col-md-6">
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<div class="model-card loan-model">
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<h5><i class="bi bi-bank"></i> Loan Model</h5>
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<p><strong>3-7% Annual Returns</strong></p>
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<p>Fixed interest lending with guaranteed monthly payments. Low risk, predictable returns.</p>
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</div>
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</div>
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<div class="col-md-6">
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<div class="model-card direct-model">
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<h5><i class="bi bi-rocket"></i> Direct Investment</h5>
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<p><strong>15-40% Potential Returns</strong></p>
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<p>Performance-based revenue sharing with scaling bonuses and extended grace periods.</p>
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</div>
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</div>
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</div>
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</div>
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<!-- Loan Model Section -->
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<div class="help-section" id="loan-model">
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<h2><i class="bi bi-bank"></i> Loan Model (3-7% Returns)</h2>
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<h3>How It Works</h3>
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<p>You lend capital to Servala at a fixed interest rate, receiving guaranteed monthly payments regardless of business performance.</p>
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<h4>Key Features:</h4>
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<ul>
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<li><strong>Investment Range:</strong> CHF 100,000 - CHF 2,000,000</li>
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<li><strong>Interest Rates:</strong> Typically 3-7% annually</li>
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<li><strong>Payment Schedule:</strong> Fixed monthly payments</li>
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<li><strong>Risk Level:</strong> Very low - contractually guaranteed</li>
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<li><strong>Break-even:</strong> Typically 12-18 months</li>
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</ul>
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<h4>Payment Calculation:</h4>
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<p>Monthly payments use standard amortization:</p>
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<code>Monthly Payment = P × [r(1+r)^n] / [(1+r)^n - 1]</code>
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<p class="small text-muted mt-2">Where P = Principal, r = Monthly rate, n = Total payments</p>
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<h4>Best For:</h4>
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<ul>
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<li>CSPs prioritizing predictable, guaranteed returns</li>
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<li>Limited capacity for active sales involvement</li>
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<li>Conservative risk tolerance</li>
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<li>Need for steady cash flow</li>
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</ul>
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</div>
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<!-- Direct Investment Section -->
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<div class="help-section" id="direct-model">
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<h2><i class="bi bi-rocket"></i> Direct Investment (15-40% Returns)</h2>
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<h3>How It Works</h3>
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<p>Invest directly in Servala's operations and earn returns through revenue sharing that scales with performance and investment size.</p>
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<h4>Progressive Scaling Benefits:</h4>
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<div class="table-responsive">
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<table class="table table-striped comparison-table">
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<thead>
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<tr>
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<th>Investment Amount</th>
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<th>Scaling Factor</th>
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<th>Customer Acquisition</th>
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<th>Churn Reduction</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td>CHF 500,000</td>
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<td>1.0x</td>
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<td>Baseline</td>
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<td>0%</td>
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</tr>
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<tr>
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<td>CHF 1,000,000</td>
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<td>1.5x</td>
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<td>+50% vs baseline</td>
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<td>20%</td>
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</tr>
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<tr>
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<td>CHF 2,000,000</td>
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<td>2.0x</td>
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<td>+100% vs baseline</td>
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<td>40%</td>
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</tr>
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</tbody>
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</table>
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</div>
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<h4>Grace Period Benefits:</h4>
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<p>Larger investments get longer periods of 100% revenue retention:</p>
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<ul>
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<li><strong>CHF 500,000:</strong> 6 months grace period</li>
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<li><strong>CHF 1,000,000:</strong> 8 months grace period</li>
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<li><strong>CHF 2,000,000:</strong> 12 months grace period</li>
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</ul>
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<h4>Performance Bonuses:</h4>
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<p>CSPs exceeding 110% of baseline performance receive up to 15% additional revenue share.</p>
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<h4>Best For:</h4>
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<ul>
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<li>CSPs wanting to maximize return potential</li>
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<li>Ability to actively promote managed services</li>
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<li>Moderate to high risk tolerance</li>
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<li>Longer investment horizons (2-5 years)</li>
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</ul>
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</div>
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<!-- Model Comparison -->
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<div class="help-section" id="comparison">
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<h2><i class="bi bi-bar-chart"></i> Model Comparison</h2>
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<h3>CHF 1,000,000 Investment Over 3 Years Example:</h3>
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<div class="table-responsive">
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<table class="table table-striped">
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<thead>
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<tr>
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<th>Model</th>
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<th>Risk Level</th>
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<th>Expected ROI</th>
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<th>Break-even</th>
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<th>Total Return</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td><strong>Loan Model (5%)</strong></td>
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<td><span class="badge bg-success">Low</span></td>
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<td>8% over 3 years</td>
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<td>12-18 months</td>
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<td>CHF 80,000 profit</td>
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</tr>
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<tr>
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<td><strong>Direct Investment</strong></td>
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<td><span class="badge bg-warning">Moderate-High</span></td>
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<td>35% over 3 years</td>
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<td>15-24 months</td>
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<td>CHF 540,000+ profit</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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<!-- Calculator Guide -->
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<div class="help-section" id="calculator-guide">
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<h2><i class="bi bi-calculator"></i> Using the Calculator</h2>
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<h3>Key Parameters:</h3>
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<div class="row">
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<div class="col-md-6">
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<h5>Investment Settings:</h5>
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<ul>
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<li><strong>Investment Amount:</strong> CHF 100K - 2M</li>
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<li><strong>Timeframe:</strong> 1-5 years</li>
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<li><strong>Investment Model:</strong> Loan vs Direct</li>
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<li><strong>Revenue/Instance:</strong> Monthly income per managed service</li>
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</ul>
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</div>
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<div class="col-md-6">
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<h5>Advanced Controls:</h5>
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<ul>
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<li><strong>Loan Rate:</strong> Annual interest (3-8%)</li>
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<li><strong>Servala Share:</strong> Revenue split percentage</li>
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<li><strong>Grace Period:</strong> 100% revenue retention period</li>
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<li><strong>Churn Rates:</strong> Customer loss percentages</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- Growth Scenarios -->
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<div class="help-section" id="scenarios">
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<h2><i class="bi bi-speedometer2"></i> Growth Scenarios</h2>
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<div class="row">
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<div class="col-md-4">
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<div class="card border-success">
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<div class="card-header bg-success text-white">
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<h5 class="mb-0">Safe (Conservative)</h5>
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</div>
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<div class="card-body">
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<p><strong>2% monthly churn</strong></p>
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<p>Steady growth: 50-150 new instances/month</p>
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<p>Best for: Established markets, risk-averse CSPs</p>
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</div>
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</div>
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</div>
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<div class="col-md-4">
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<div class="card border-warning">
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<div class="card-header bg-warning text-white">
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<h5 class="mb-0">Balanced (Moderate)</h5>
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</div>
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<div class="card-body">
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<p><strong>3% monthly churn</strong></p>
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<p>Balanced growth: 100-400 new instances/month</p>
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<p>Best for: Competitive markets, balanced approach</p>
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</div>
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</div>
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</div>
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<div class="col-md-4">
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<div class="card border-danger">
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<div class="card-header bg-danger text-white">
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<h5 class="mb-0">Fast (Aggressive)</h5>
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</div>
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<div class="card-body">
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<p><strong>5% monthly churn</strong></p>
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<p>Rapid growth: 200-800 new instances/month</p>
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<p>Best for: High-growth strategies, active sales</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Understanding Charts -->
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<div class="help-section" id="charts">
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<h2><i class="bi bi-graph-up"></i> Understanding the Charts</h2>
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<h3>1. ROI Progression Over Time</h3>
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<p>Shows when your investment becomes profitable (crosses zero line) and how returns develop month by month.</p>
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<h3>2. Net Financial Position</h3>
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<p>Your cumulative profit/loss over time. Above zero = profitable, below zero = still recovering initial investment.</p>
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<h3>3. Performance Comparison</h3>
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<p>ROI percentages across different growth scenarios, helping you understand best and worst-case outcomes.</p>
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<h3>4. Investment Model Comparison</h3>
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<p>Direct comparison of total returns between loan and direct investment models for your specific parameters.</p>
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</div>
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<!-- FAQ Section -->
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<div class="help-section" id="faq">
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<h2><i class="bi bi-question-circle"></i> Frequently Asked Questions</h2>
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<h4>What does "Net Position" mean?</h4>
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<p>Your final financial position: total CSP revenue minus your initial investment. Positive values indicate profitable investment.</p>
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<h4>How are performance bonuses calculated?</h4>
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<p>Bonuses apply when you exceed 110% of baseline instance growth, providing up to 15% additional revenue share.</p>
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<h4>Can I switch between models?</h4>
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<p>Model changes require mutual agreement and may involve restructuring. Generally evaluated at renewal periods.</p>
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<h4>What happens during the grace period?</h4>
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<p>You keep 100% of revenue during this period. Grace periods are longer for larger investments (6-12 months).</p>
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<h4>How accurate are the projections?</h4>
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<p>Projections are based on industry benchmarks and Servala's historical data, but actual results may vary based on market conditions and your sales performance.</p>
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</div>
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<div class="text-center mt-5">
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<a href="{% url 'services:csp_roi_calculator' %}" class="btn btn-primary btn-lg">
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<i class="bi bi-calculator"></i> Start Using the Calculator
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</a>
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</div>
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</div>
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</div>
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</div>
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{% endblock %}
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