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CS & Retail Toolkit

Eleven tools, freely available

The calculators used on engagements, published as they are. There is nothing to fill in, and everything is computed in the browser without any data leaving the screen.

Eleven tools, freely available

A calculator decides nothing on anyone's behalf. Each page says what the tool computes, how to read the result and what that result does not tell you, a part most online simulators leave out.

Four tools cover Customer Success and Account Management, the other seven retail and e-commerce pricing. Each one works on its own.

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 A risk level drawn from weighted account signals, translated into revenue 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 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 that states the margin-versus-sell-through trade-off plainly. Open the tool → 07 Promotion P and L What a promotion leaves, once pantry loading and cannibalisation are deducted. Open the tool →

A first thirty-minute conversation

Thirty minutes are enough to frame a retention, expansion or pricing issue, and see whether there is work to do together.

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