CS & RETAIL TOOLKIT

Ten tools, freely available

The calculators Velista uses on engagements, published as they are. No form, no sign-up, no data sent. Everything is computed in the browser.

Ten tools, freely available

A calculator does not replace a decision. Each page therefore states what the tool computes, how to read the result, and what the result does not tell you. That last part is what most online simulators leave out.

The first four tools cover Customer Success and Account Management, the next six cover retail and e-commerce pricing. They are independent of one another.

None of these tools sends data to a server. Entries stay in the browser and disappear when the tab is closed.

Customer Success & Account Management

Retention, expansion, team sizing and churn risk.

01 NRR Simulator A cohort's net revenue retention, its three components, and what a scenario moves. Open the tool → 02 CS Org Design Calculator The CSM headcount each segment needs, and what is missing today. Open the tool → 03 Health Score Builder A weighted health score framework, tested against representative accounts. Open the tool → 04 Churn Risk Calculator Weighted account signals, a risk level, and the revenue it puts in play. Open the tool →

Retail and e-commerce pricing

Buying price, margin, price image, review frequency and markdown.

01 Target Buying Price From a target shelf price back to the maximum invoiced buying price. Open the tool → 02 Pricing ROI Calculator The expected net return of a pricing programme, and the point where it pays back. Open the tool → 03 Discount Margin Calculator What a discount costs in margin, and the volume it would take to absorb it. Open the tool → 04 Price Image KVI Score Scores a category's items against the criteria that actually make a KVI. Open the tool → 05 Repricing Frequency The repricing cadence each category calls for, and what the team can absorb. Open the tool → 06 Markdown Optimizer A markdown sequence, with the margin-versus-sell-through trade-off stated plainly. Open the tool → 07 Promotion P and L What a promotion actually leaves, once pantry loading and cannibalisation are deducted. Open the tool →

CONTACT

A first thirty-minute conversation

A retention, expansion or pricing challenge? Thirty minutes is enough to frame it and to find out whether there is something worth working on together.

Let's talk about your challenges A first 30-minute conversation, no strings attached. Reply within 48 hours. contact@velista.net