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Proposal ROI Deck

Written in-house · editorially graded

Every SkillsBank offering is written in-house — never scraped or crowd-sourced — and graded against a fixed editorial rubric in a separate grading step.

Dry-run test passed · Aug 19, 2026

Trigger check passed

Editorially graded · Aug 19, 2026

Turns deal-specific inputs (package price, cost/benefit story, client name) into a client-facing sales proposal package — a PPTX deck and a linked XLSX financial model with live NPV, IRR, and payback formulas — where every slide figure traces to a workbook cell. Use when a sales or consulting team is preparing a new proposal for a named prospect and needs a defensible, formula-backed financial case in editable PPTX and XLSX formats rather than a narrative-only pitch or a static number.

What you get

An installable SKILL.md file for your AI assistant. Produces a PowerPoint deck (.pptx) and an Excel workbook (.xlsx).

Works in
Claude Code · Cursor
Native — drops into .claude/skills/
Copilot · Codex · Gemini CLI
Native — reads .agents/skills/
claude.ai — web & desktop
Upload the .zip in Customize → Skills
ChatGPT
Via a Project — paste into its instructions

See it in action

A real input → output sample

Sample input
Need a proposal for Apex Retail Solutions — they're a mid-size omnichannel retailer, about 200 stores. We're proposing our Inventory Intelligence package: $85K implementation fee billed at signing, plus $6K/month subscription billed monthly in arrears. They told us in discovery they lose roughly $1.2M/year in markdowns from overstock. Our analytics tool typically cuts markdown losses by 18-22% based on our last 5 retail deployments — but Apex hasn't confirmed that range for themselves. They want to see a 3-year ROI analysis. [DISCOUNT_RATE] [CLIENT_CONSTRAINTS] [FIRM_LOGO]
Sample output
Sample output produced by the Proposal ROI Deck skill
Produced by an AI assistant following this skill on the sample input above.
View the full output as text
Example Output
Inventory Intelligence Proposal for Apex Retail Solutions... Apex recovers its $85K investment in ~14.6 months and generates an NPV of $223,700 at a 10% discount rate over 3 years. Total net benefit $384,000; ROI multiple 4.52x; positive NPV even in worst-case sensitivity ($174,924).

Questions

What do I need to provide to get started?

The client name and industry, the service package and pricing, expected benefits (revenue lift, cost savings, or time savings) with a timeframe, the analysis period, and a discount rate if you have one. If you're missing pieces, it proceeds using labeled assumptions instead of stopping.

What exactly do I get as output?

A 12-15 slide PPTX proposal deck and a linked XLSX model with four tabs (Assumptions, Cash Flow Schedule, Returns, Sensitivity) containing live NPV, IRR, and payback formulas. Every figure on every slide traces back to a specific workbook cell.

What happens if I don't have all the inputs, like a discount rate or confirmed benefit numbers?

It builds the package anyway using sensible defaults (e.g., a 10% discount rate) or internal estimates clearly labeled as such, then appends a plain-English note listing exactly what was missing or assumed, closing with 'Complete' or 'Needs input: N item(s).'

What if my deal has no upfront cost, or the numbers don't support a clean IRR?

It doesn't force a number. If there's no Year 0 outflow, IRR is reported as undefined with the reason stated, and the summary leads with NPV and payback instead. Multiple sign changes trigger a similar flag rather than a misleading IRR.

Are the files locked or view-only, and can I edit them afterward?

No — both the deck and the workbook are delivered fully editable, with no password protection, cell locking, or hidden sheets. You can adjust assumptions in the workbook and the model recalculates; the deck references those cells directly.

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