449 lines
No EOL
22 KiB
HTML
449 lines
No EOL
22 KiB
HTML
{% 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 (3-8%)
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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 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.</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>3-8% 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> 3-8% 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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<h3>Total Revenue Potential</h3>
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<div class="model-card direct-model">
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<h5><i class="bi bi-cash-stack"></i> Dual Revenue Streams</h5>
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<p><strong>Service Revenue:</strong> Monthly fees from Servala managed services (shared with Servala based on your investment terms)</p>
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<p><strong>Core Service Revenue:</strong> Additional revenue from selling compute, storage, and infrastructure to support each managed service instance (100% retained by CSP)</p>
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<p class="text-muted"><small>Example: CHF 50 service fee + CHF 100 compute/storage = CHF 150 total revenue per instance per month</small></p>
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</div>
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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. This is automatically calculated based on your actual vs. expected instance growth.</p>
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<h4>Performance Multiplier (Automatic)</h4>
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<p>This metric shows how your actual performance compares to baseline expectations:</p>
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<ul>
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<li><strong>1.0x:</strong> Meeting baseline expectations</li>
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<li><strong>1.5x:</strong> 50% better than baseline (triggers performance bonuses)</li>
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<li><strong>2.0x:</strong> Double the baseline performance</li>
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</ul>
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<p class="text-muted"><small><i class="bi bi-info-circle"></i> This is calculated automatically based on your investment scaling and cannot be manually configured.</small></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>Primary Settings</h5>
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<ul>
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<li><strong>Initial Investment:</strong> CHF 100K - 2M (with slider)</li>
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<li><strong>Timeframe:</strong> 1-5 years</li>
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<li><strong>Service Revenue/Instance:</strong> Monthly Servala service fee per managed instance (CHF 20-200)</li>
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<li><strong>Growth Scenarios:</strong> Conservative, Moderate, Aggressive</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 (Optional)</h5>
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<ul>
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<li><strong>Loan Rate:</strong> Annual interest (3-8%) - affects loan model calculations</li>
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<li><strong>Servala Share:</strong> Revenue split percentage (10-40%) for direct investment</li>
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<li><strong>Grace Period:</strong> 100% revenue retention period (0-24 months, direct investment)</li>
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<li><strong>Core Revenue/Instance:</strong> Additional monthly revenue from selling compute/storage per instance (CHF 0-500)</li>
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<li><strong>Churn Rates:</strong> Customer loss percentages by scenario (0-15%)</li>
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</ul>
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</div>
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</div>
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<h3>Understanding the Results</h3>
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<div class="row">
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<div class="col-md-6">
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<h5>Real-time Metrics</h5>
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<ul>
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<li><strong>Net Position:</strong> Your profit after subtracting initial investment</li>
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<li><strong>ROI Percentage:</strong> Return on investment as a percentage</li>
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<li><strong>Performance Multiplier:</strong> How actual results compare to baseline (automatic)</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>Detailed Analysis</h5>
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<ul>
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<li><strong>Scenario Comparison:</strong> See results for all enabled growth scenarios</li>
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<li><strong>Model Distinction:</strong> Clear separation between Loan and Direct investment results</li>
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<li><strong>Monthly Breakdown:</strong> Month-by-month financial progression</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. Both models are shown with solid lines for Direct Investment and dashed lines for Loan Model.</p>
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<h3>2. Net Financial Position (Break-Even Analysis)</h3>
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<p>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.</p>
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<h3>3. Performance Comparison (ROI %)</h3>
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<p>ROI percentages across different growth scenarios, helping you understand best and worst-case outcomes. Shows both models side-by-side for each scenario.</p>
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<h3>4. Investment Model Comparison (Net Profit)</h3>
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<p>Direct comparison of total net profit between loan and direct investment models across all scenarios. Makes it easy to see which model performs better in each growth scenario.</p>
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<h4>Chart Legend</h4>
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<ul>
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<li><strong>Solid Lines/Bars:</strong> Direct Investment Model</li>
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<li><strong>Dashed Lines/Different Color:</strong> Loan Model</li>
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<li><strong>Green:</strong> Conservative Scenario</li>
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<li><strong>Yellow:</strong> Moderate Scenario</li>
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<li><strong>Red:</strong> Aggressive Scenario</li>
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</ul>
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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. The system automatically tracks your performance multiplier (actual vs. baseline instances) and applies bonuses accordingly.</p>
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<h4>What is the Performance Multiplier?</h4>
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<p>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. <strong>This cannot be manually configured</strong> - it's calculated based on your investment scaling factors.</p>
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<h4>What is Core Service Revenue?</h4>
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<p>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 <strong>100% retained by the CSP</strong> and is not shared with Servala, providing additional profit potential beyond the service fees.</p>
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<h4>What happens during the grace period?</h4>
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<p>You keep 100% of service revenue during this period, plus all core service revenue. 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 %} |