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CSROI Checker

Use this CSROI checker to estimate the return on customer support investments (tools, headcount, training, automation). Enter your annual cost, expected savings, and revenue uplift to get CSROI %, net benefit, and payback time.

Category: Finance · URL: /tools/csroi-checker.html
Formula: CSROI % = ((Savings + (Uplift × Margin) − Cost) ÷ Cost) × 100. Values are treated as annual amounts.

Results

CSROI
Total benefits
Net benefit
Payback period
Privacy: runs locally in your browser. No uploads, no tracking scripts.

How to use

CSROI definition used: CSROI % = ((Savings + (Revenue uplift × Gross margin) − Cost) ÷ Cost) × 100.

  1. Enter your annual program cost (tools, people, vendors).
  2. Add annual cost savings (time saved, fewer tickets, lower staffing needs).
  3. Add annual revenue uplift (retention, upsell) and set the gross margin to convert uplift into profit.
  4. Click Check CSROI to see ROI %, net benefit, and payback months.
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Secondary intents covered: Calculate CSROI % from savings and revenue uplift, Estimate payback period for a support initiative, Compare scenarios with different margins and uplift assumptions, Validate whether a support project breaks even within a year, Convert revenue uplift into profit using gross margin, Create a quick summary to paste into a business case

FAQ

What does CSROI mean here?

CSROI is “Customer Support Return on Investment”: ROI for support improvements like automation, staffing, training, or tooling.

What formula does this CSROI checker use?

CSROI % = ((Savings + (Revenue uplift × Gross margin) − Cost) ÷ Cost) × 100.

Why do you ask for gross margin on revenue uplift?

Revenue uplift isn’t profit; margin converts uplift revenue into estimated profit so ROI isn’t overstated.

What if my CSROI is negative?

It means estimated benefits are lower than the program cost over the same period; adjust assumptions or extend the time horizon.

How is payback period calculated?

Payback months = Cost ÷ (Total benefits / 12). If benefits are 0, there’s no payback.

Can I use monthly numbers instead of annual?

Yes—just keep all inputs in the same time unit. If you enter monthly values, interpret payback as months and ROI as monthly ROI.

Does this tool store or send my data?

No. The calculations run locally in your browser and don’t make network requests.