Template Overview

This template is a working ROI calculator for a website, built to be edited rather than admired. It collects the four numbers most revenue models run on, monthly website visitors, the rate at which a visitor becomes a lead, the rate at which a lead becomes a customer, and average sales price per customer, then returns the additional revenue those figures produce. The formula behind the result is visible and editable, so the arithmetic can be rebuilt for whatever the business actually sells.

What makes it a no code ROI calculator is that the formula, the inputs, and the design are all handled in a visual editor. Reference any input field in any formula, use VLOOKUP and nested conditionals for tiered logic, and extend the output beyond a single figure to monthly conversions, annual revenue, cost per acquisition, lifetime value, payback period, or a straight ROI percentage. The AI Formula Generation feature writes the calculation from a plain-language description if starting from a blank formula is the slow part.

The reason to build the calculator inside a funnel rather than as a standalone widget is what happens after the number appears. Add a contact field and the calculation becomes a lead with context attached. Every input the visitor entered is stored on the contact record, so a prospect with 200,000 monthly visitors and a $400 average order value can be treated differently from one with 800 visitors. Switch the funnel to Score-based Outcomes and results above a threshold land on a page with a booking calendar while everyone else gets a self-serve next step, each with its own email sequence.

Key Features

Formula Builder with any input as a variable - reference every field in every formula, with VLOOKUP, nested conditionals, and multi-variable math, so conversion rates, order values, margins, and acquisition costs all recalculate together. AI Formula Generation drafts the logic from a plain-language description.
Named ROI inputs and outputs you control - collect monthly traffic, visitor-to-lead rate, lead-to-customer rate, average sales price, investment cost, and cost per acquisition through sliders, number fields, dropdowns, or currency fields, then output additional revenue, monthly conversions, annual revenue, lifetime value, payback period, and ROI percentage.
Results as charts, gauges, and graphs - outcome visualizations turn a bare figure into something a prospect can read at a glance, personalized to the numbers that specific visitor entered.
Embed anywhere with no developer - inline on an existing page or as a pop-up using a div wrapper and script tag, on WordPress, Webflow, Wix, Squarespace, or a hand-built site, plus a standalone landing page on a custom domain with SSL.
Lead capture with built-in email automation - collect the email alongside the calculation, store every input as a contact property in the built-in CRM, then send the result by email and branch the sequence on how large the calculated return was.

Benefits

Turns a passive page into a lead source - a visitor who calculates their own return has stated intent and given you their numbers, which is more useful than a form fill.
Qualifies by size before anyone follows up - traffic volume and average order value arrive attached to the contact, so a sales conversation can be prioritized on account size rather than on submission order.
Removes the developer from the loop - formulas, fields, design, and embed code are all handled in the editor, so a calculator can be changed the same afternoon a pricing assumption changes.
Keeps the projection credible - inputs come from the visitor rather than from a flattering default, and the formula stays visible, so the number holds up when a prospect checks the math.
Blocks junk before it reaches the workflow - OTP verification confirms the email by code, disposable domains can be blocked, and CAPTCHA stops automated submissions from polluting the numbers.

How It Works

Customize
Open the template and set the inputs to the numbers your buyers actually know. Replace the default fields and ranges with your own, add inputs such as investment cost, current spend, or team size, and choose the field type per input so a percentage behaves like a percentage. Write the helper text under each field, since a visitor who does not know what to enter abandons. Then match fonts, colors, logo, and background to the site the calculator will live on.
Configure
Build the calculation in the Formula Builder, or describe it in plain language and let AI Formula Generation draft it. Decide which outputs to display and add a chart or gauge if a single figure undersells the result. Keep the funnel on a Thank You page for one shared result, or switch to Score-based Outcomes so large and small results get different pages. Set validation on numeric fields and turn on OTP verification if list quality matters.
Connect
In the Connect tab, push contacts and every input they entered into HubSpot, Salesforce, Pipedrive, Google Sheets, or an email platform, or keep them in the built-in CRM. Build the follow-up in the workflow builder: email the result immediately, then branch by calculated value, with delays between steps and open and click tracking feeding the next condition.
Share
Embed it inline on the pricing page, the services page, or the post where the question comes up, or trigger it as a pop-up on exit intent. Publish it as a standalone landing page on a custom domain and point paid traffic at it. Carry UTM parameters through with hidden fields so completed calculations can be attributed to the campaign that produced them.
Analyze
Check completion rate per input to find the field people refuse to fill in, and read the distribution of calculated results to see whether the formula is producing believable numbers. A/B test the headline, the number of inputs, and where the email field sits. Export every submission with its inputs and outputs to XLS or CSV, and let AI-powered analytics surface the drop-off points.

Frequently Asked Questions

: It is an interactive tool that takes a visitor's own numbers and returns the return they can expect from an investment. On a website it usually serves two purposes at once: it answers a question the visitor came to ask, and it captures a lead whose inputs tell you how valuable that lead is.
: Start from this template, edit the input fields in the visual editor, write the calculation in the Formula Builder, then publish or embed it. No code is involved at any step. If the formula is the hard part, describe it in plain language and AI Formula Generation drafts it for you.
: Ask only for numbers the visitor knows off the top of their head. Monthly traffic, conversion rate, average order value, and current spend are usually safe. Anything requiring the visitor to open a spreadsheet costs completions. Four to six inputs is the practical range, and each one should change the result meaningfully or it does not earn its place.
: Hours saved is the most persuasive headline for a software case because it converts directly into money at whatever rate the buyer applies. Support it with annual cost savings, net benefit, and payback period so the total can be traced rather than taken on faith. Breaking the saving out per cost centre makes it auditable instead of a black box.
: The classic form is return on investment equals net benefit divided by cost of investment, expressed as a percentage. This template computes additional revenue from traffic, conversion rates, and average sales price, which is the revenue-side half of that equation. The formula is editable, so subscription models, multi-year projections, and margin-based returns can all be built in the same field.
: Yes. Embed it inline inside a page or as a pop-up using a div wrapper plus a script tag, which works on WordPress, Webflow, Wix, Squarespace, and hand-built sites alike. It also runs as a standalone landing page on a custom domain with SSL, and branding can be removed on Grow and above so it reads as part of your own site.
: Both work and they trade off differently. Showing the result first and asking afterwards protects completion rate. Placing the contact field between the last input and the result captures more leads but loses some visitors at the gate. Because partial submission tracking records who dropped out and where, the two can be compared with real numbers rather than guessed at.
: Yes. Switch the funnel type to Score-based Outcomes and the calculated value decides which page loads, so a large projected return can lead to a booking calendar while a smaller one leads to a self-serve resource. Answer-based Outcomes does the same thing off a specific answer rather than a score.
: Each prospect becomes a contact in involve.me's built-in CRM with every answer and the calculated saving stored as properties. An email sequence starts, branching on the size of the result, the tools they named, and whether they opened or clicked. Contacts also sync two-way to HubSpot, Salesforce, and Pipedrive, or flow onward over Zapier and webhooks.
: Put it where the question already comes up: the pricing page, the relevant service page, or the article that raises the cost question. As a pop-up it works on exit intent from a pricing page. As a standalone landing page it works as the destination for paid search and outbound campaigns, since the calculation gives the visitor a reason to engage before talking to anyone.
: Take the inputs from the visitor rather than pre-filling optimistic defaults, keep the formula simple enough to explain, and show the intermediate figures so the total can be traced. Handle the negative case as well: a calculator that can only produce a good result is one buyers stop trusting.
: Yes. 50+ native integrations cover HubSpot, Salesforce, Pipedrive, ActiveCampaign, Klaviyo, Mailchimp, Brevo, Google Sheets, Airtable, and Slack, and Zapier plus custom JSON webhooks reach anything not on the native list. Field mapping is per funnel, so each calculator can write into its own set of contact properties.
: Yes, it is available on the free plan and can be customized and published without payment. Paid plans start at $29 per month billed annually and add more live funnels, custom domains, and branding removal. A/B testing, webhooks, partial submissions, and OTP verification are on the Scale plan.
: Yes. Describe the calculator in chat and the AI Agent generates the funnel: input fields, formulas, routing logic, result pages, copy, and design. It edits an existing funnel the same way, so this template can be the starting point and then reshaped by prompt.