What is a B2B calculator?

A B2B calculator is a tool that helps buyers do the math on your value—ROI, cost savings, time saved, revenue potential, etc. Instead of making vague claims, you show them numbers based on their own inputs.

They’re especially useful in deals that need budget approval. A good calculator arms your champion with real numbers they can take to finance or leadership. It makes your pitch feel less like a story and more like a spreadsheet-backed argument.

Types of B2B calculators

You’ll see a few flavors out in the wild:

  • ROI calculators – Show the return on investment from using your product.
  • Cost savings calculators – Help buyers see how much they could save by switching.
  • Time or productivity calculators – Estimate hours saved or efficiency gains.
  • Pricing calculators – Let prospects plug in usage or team size to get a ballpark quote.
  • Proposal calculators – Build a custom business case or downloadable doc.

The best calculators tie directly to your sales motion—wherever the buyer needs help making a financial case.

Calculators FAQs

When should you use a B2B calculator?

Use them when your buyer needs to justify the cost.

That might be mid-funnel, after a solid discovery call. Or late stage, when someone in finance is asking, “What’s the actual impact here?” You can also use calculators early on (like on your website) to qualify leads or push fence-sitters to book a call.

Bottom line: calculators are great when your value isn’t obvious without math.

What should you include in a B2B calculator?

Keep it tight. Good calculators have:

  • Just a few input fields (3–5 is plenty)
  • Clear results with simple language and maybe a quick chart
  • A short note on how the math works (especially if you’re showing big ROI)
  • An optional CTA—like downloading a summary or booking a call

If you’re sharing calculators in Dock, you can drop them right into a shared workspace with your proposal and other sales materials—everything in one place.

B2B calculator best practices

  • Keep the inputs simple. Don’t make buyers hunt for obscure data.
  • Make it visual. A simple bar chart or dollar figure goes a long way.
  • Use the buyer’s language. Don’t call it “workflow optimization” if they just say “saving time.”
  • Be transparent. Show your assumptions somewhere, even briefly.
  • Put it where it’s useful. Embed it in your pricing page, send it after discovery, or include it in follow-ups.
  • Track usage. If you're using Dock, you can see who interacted with it and when—that's gold for follow-up.

Common mistakes to avoid

  • Overloading it. Too many inputs = instant bounce.
  • Overpromising. “3000% ROI” with no explanation just looks shady.
  • Hiding the results behind a form. Gating it kills momentum unless the payoff is huge.
  • Letting it collect dust. If no one knows it exists—or where to find it—it won’t get used. Host it somewhere like Dock, where it’s easy to access.

How to share calculators internally

If you want the team to actually use it, make it dead simple:

  • Write a short Slack blurb: when to send it, what to say
  • Add it to your sales enablement hub or a Dock workspace
  • Remind the team during deal reviews or enablement sessions

Internal adoption matters just as much as external usage here.

How to share calculators with buyers

Here are a few low-effort, high-impact ways to bring calculators into deals:

  • After discovery. “Here’s a quick tool to help you put numbers behind what we talked about.”
  • In a shared deal space. Drop it in alongside your proposal or pricing sheet.
  • Live on a call. Fill it out together to co-build the business case.

Don’t just send it cold—give it a short intro and frame the value.

How to measure calculator success

  • Completion rate – Are people actually using it?
  • Follow-up actions – Do they book a meeting or engage further after?
  • Sales adoption – Are reps using it in real deals?
  • Deal velocity – Are deals moving faster when calculators are involved?
  • Engagement insights – Dock can show who’s viewing and interacting with it, so you can time your follow-up.