Potential Calculator
and
Dashboard Tool

Potential Calculator

The potential calculator is a SaaS-based analysis and decision-making tool that enables Jungo Advisory and its clients to systematically identify and quantify efficiency, cost, and revenue potential and translate it into feasible projects. The goal is to quickly produce a reliable leverage calculation that serves as the basis for entry fees, profit sharing, and operational implementation.

 

Key benefits
Rapid validation of business cases: quantified leverage (CHF) and ROI in minutes instead of days.

Decision basis for outcome pricing: clear triggers for success fees and milestone payments.

Reduction of acquisition barriers: data-driven arguments for CEOs, CFOs, and PE managers.

Seamless handover to delivery: outputs can be used directly as project scope, KPI tracker, and dashboard inputs.
 

Main functions
Input forms: Revenue, cost structure, margins, customer segments, process times, project duration, budget restrictions.

Benchmarking: Comparison with industry-specific benchmarks to validate levers.

Lever simulation: Modeling of measures (automation, pricing, cross-selling, channel development) and their effect on revenue and EBIT.

Scenario analysis: Best/real/worst case; sensitivity analysis for key factors.

Financial indicators: Amortization period, payback, ROI, cumulative success fee triggers.

Output templates: Executive chart, project scoping, KPI deck for contract appendix, standardized PDF reports.

API-ready: Interfaces to CRM (HubSpot), project management (Asana), and Power BI for dashboarding.

Inputs and calculation methodology
Required inputs: Actual revenue, cost categories, transaction volume, number of customers, process times, desired targets (e.g., +10% revenue).
Methods: heuristic leverage library + benchmark adjustments + deterministic cash flow projection; scenarios using parametric variations.

Assumption management: all assumptions versioned, with audit trail and export for due diligence.

 

Outputs/deliverables
Quantified potential (CHF/year) at the measure and overall project level.

Financial metrics: payback, ROI, annual delta EBIT, success fee trigger (CHF and %).

Project scope: recommended measure prioritization, milestones, estimated implementation costs.

Visuals: one-page executive graphic, leverage treemap, time series impact chart.

Export formats: PDF report, PowerPoint slide, CSV data export, Power BI connector.

Technical architecture (MVP)
Frontend: React-based web app (responsive) for input and interaction.

Backend: API-first service (Azure), ETL for benchmark data, calculation engine in Python/.NET.

Data & security: Azure-hosted, ISO 27001 ready, role-based access

Integrations: HubSpot, Asana, Power BI; PDF/PowerPoint generator for dossier export.

License and pricing model (recommendation)
Basic (SaaS, self-service): Monthly subscription for internal use cases; limited reports; low price for standard templates.

Pro (consultants + customers): Full functionality, API access, 5 users included; ideal for pilot projects.

Enterprise / White Label: Customer cockpit, advanced benchmarks, onboarding support, SLA.
 

Business Dashboard

The dashboard is the operational control and reporting tool for every Jungo Advisory project: it combines potential calculation, delivery tracking, and financial success fee triggers in a single, interactive interface. The goal: to accelerate decision-making, create transparency for customers, and report success metrics.

5 Main Modules:
 

Executive Overvies

Quick indicator: current project status (traffic light), cumulative impact (CHF), remaining to-dos.

Key callouts: quick wins, blockers, next milestone.

Potential calculator (core)

Display: identified levers by category (pricing; processes; sales; automation).

Values: delta revenue/year (CHF); delta EBIT/year (CHF); cumulative NPV over project duration.

Scenarios: Best/Real/Worst with toggle; sensitivity slider for top 3 parameters.

Delivery Cockpit

Displays: Gantt / milestones, task list, resource allocation, time vs. budget progress.

KPIs: % completed; velocity (tasks/week); open risks (top 3).
 

Financial Impact & Success Fee Engine

Live calculation: triggered vs. outstanding success fees (CHF); tranche status (t, t−1, t−2).

Key figures: cumulative savings; cash flow forecast; break-even calculation.

Automation: defined triggers (e.g., +X CHF delta EBIT over Y months) set payout conditions.

 

Reporting & Export / Integrations

Export: One-page executive PDF, PPT slide, CSV for finance, Power BI connector.

Integrations: HubSpot (customer data), Asana (delivery tasks), ERP/finance (booking data), Power BI (dashboarding).

 

KPI Set you rely on

Displayed KPIs (recommended standard metrics)

Cumulative delta EBIT (CHF/year) — main outcome

 

Cumulative delta revenue (CHF/year)

 

ROI / payback period (months)

 

Achieved vs. target success fee (CHF; %)

 

% project progress (milestone-based metric)

 

Velocity (tasks completed/week)

 

Number of critical risks (W × H)

 

Customer satisfaction (CSAT) — post-milestone survey (1–10)

 

Use of shared assets (e.g., automation jobs/month)