Competitive feature comparison matrix with Harvey balls
Score our product against four competitors on up to 80 weighted features, with Harvey balls, gap flags and ranked talk tracks.
5 tabs · 1,416 formulas
Templates
Sales engineering spreadsheet templates
The spreadsheets a sales engineer builds between the first technical call and the signed order. They put a customer's own numbers into an ROI and payback model, compare the total cost of ownership of competing options over several years, score an RFP response requirement by requirement, price a configured solution with discounts and margin, and track proof-of-concept success criteria to a clear pass or fail.
Every model keeps the customer's inputs apart from the calculations, so the file can be shared with the buyer and checked line by line.
Customer ROI and payback calculator for a technical sale
Three-year ROI, NPV, IRR and payback from one-time and recurring costs, benefits and an adoption ramp.
4 tabs · 142 formulas
Proof of concept (POC) success criteria tracker
Score POC criteria as met or not met against targets, with weighted results, must-haves, milestones and a recommendation.
4 tabs · 280 formulas
RFP compliance matrix with weighted scoring
Score each RFP requirement by priority and compliance level, with weighted compliance by section and status.
4 tabs · 1,087 formulas
Solution quote configurator with discounts and margin
Price a configured solution from a parts list, with line discounts, approval flags, sales tax, margin and lead time.
3 tabs · 574 formulas
Total cost of ownership (TCO) comparison for three options
Five-year cost by year, NPV, cost per user per month and rank for three options, with escalation and risk.
3 tabs · 55 formulas