VISITOR → DIALOG
Engagement
Triggered messages on product, pricing, and FAQ pages. 1.5–2.5% of high-intent visitors start a dialog instead of leaving.
ROI CALCULATOR
See how much pipeline Dashly AI agents bring you in Year 1
Estimate revenue, payback, and ROI from deploying Dashly's AI Inbound Revenue Agents on your funnel. Three scenarios (conservative, realistic, optimistic) based on your industry, traffic, and current funnel. Every number is editable and recalculates instantly.
WHAT'S IN SCOPE
This calculator models the effect of Dashly AI agents on chat-driven inbound: new pipeline created from your existing site traffic via Engagement triggers, AI Qualifier, AI Booking, and Nurturing. Out of scope: cold-base reactivation, in-app messages, quizzes, voice SDR.
§ 00Inputs
Your basics
Edit any number. Everything recalculates instantly. The website URL is just for your reference; in this iteration we don't fetch it.
Current baseline: 69.0 deals/mo × $5,000 AOV = $345k/mo revenue. All numbers below recalculate when you edit the base funnel.
§ 00.5Current state
Your funnel today
Type your current monthly numbers. We auto-compute conversion at every stage and flag your weakest one against B2B benchmarks. MQL is optional. Leave empty if your team doesn't formally tag MQLs.
| Stage | Count | CR from previous | CR from leads | Status |
|---|---|---|---|---|
| Monthly website traffic | — | — | Not tracked | |
| Leads (form submissions) | 3.0% | — | Some room, you lose 48500 (97.0%) | |
| MQL (qualified) | 40.0% | 40.0% | Some room, you lose 900 (60.0%) | |
| Meetings booked | 55.0% | 22.0% | Some room, you lose 270 (45.0%) | |
| Meetings held | 70.0% | 15.4% | Some room, you lose 99 (30.0%) | |
| Closed-won / deals | 29.9% | 4.6% | Some room, you lose 162 (70.1%) |
What this means
Largest gap vs benchmark: stage Leads (form submissions) → MQL (qualified). Conversion 40.0%. Closing this gap to benchmark would add +150 leads/mo. At your current downstream conversion of 11.5% and ACV $5,000, that is +$86k/mo of recovered pipeline. This is the highest-leverage zone for AI agents.
§ 00.6Industry traffic mix
Where your 50,000 monthly sessions probably come from
Estimated traffic split for your industry. We use it to compute weighted engagement (different pages have different intent). When the live site analysis ships in the next iteration, we'll replace this with your actual GA-equivalent breakdown.
| Page category | Monthly sessions (estimate) | Lead intent |
|---|---|---|
| High-intent product pages | 10,000 | High |
| High-intent qualification | 7,500 | High |
| Trust pages | 5,000 | Mid |
| Homepage / about | 7,500 | Mid |
| FAQ / support / careers | 5,000 | Mid-low |
| Blog / content | 10,000 | Low |
| SEO tools / free utilities | 5,000 | Low |
Weighted engagement projection
| Page category | Sessions/mo | Engage · Cons | Engage · Real | Engage · Opt |
|---|---|---|---|---|
| High-intent product pages | 10,000 | 1.5% | 2.5% | 3.5% |
| High-intent qualification | 7,500 | 1.2% | 2.0% | 2.8% |
| Trust pages | 5,000 | 1.0% | 1.8% | 2.5% |
| Homepage / about | 7,500 | 0.7% | 1.2% | 1.8% |
| FAQ / support / careers | 5,000 | 0.5% | 1.0% | 1.5% |
| Blog / content | 10,000 | 0.2% | 0.4% | 0.7% |
| SEO tools / free utilities | 5,000 | 0.1% | 0.3% | 0.5% |
| Weighted average, used as default below | 50,000 | 0.8% | 1.4% | 2.0% |
Multipliers source: Drift State of Conversational Marketing 2024 + Dashly internal cases across 10+ B2B SaaS and EdTech implementations. Per-category baselines, not flat 1.4% industry benchmark.
§ 01What's in the product
AI Inbound Revenue Agents
Dashly is five connected pieces on one CDP platform. Three are AI agents (Qualifier, Support, Booking), two are scenarios (Engagement, Nurturing). All five run on the same Lead Profile.
DIALOG → MQL
AI Qualifier
Asks about goals, budget, and timeline in natural language. Filters non-targets on the first touch and frees up 40–60% of SDR time.
QUESTIONS → ANSWERS
AI Support
Answers product, pricing, and security questions 24/7 from your knowledge base. Closes 40–80% of questions before human handoff.
MQL → MEETING BOOKED
AI Booking
Books meetings on your sales calendar inside the chat, at peak intent. Lead intent drops 3× in 24 hours after first touch.
BOOKING → DEAL
Nurturing
Multi-channel reminders, nurture sequences, and return-visit re-engagement. Lifts show-up to 80–88% and close rate by +5–10%.
↓ runs under all five components above
CDP & Lead Insights: the data layer
Every visitor's behavior, every CRM record (HubSpot / Salesforce / Pipedrive / etc.), every conversation merges into one Lead Profile. This profile feeds each agent and scenario with real-time context. A lead never repeats themselves twice. Your AE walks into the meeting already knowing the goals and objections.
Includes: events and lead properties · site behavior history · conversation history · tags and segments · AI insights on intent and purchase readiness
§ 02Scenario 1 · Conservative
Conservative scenario
The minimum we forecast at standard configuration: triggers on a broad set of pages, basic ICP qualification. Engagement matches the lower bound of Drift's B2B SaaS benchmark, adjusted for cannibalization with your existing forms. We count incremental leads only. Visitors who would NOT have submitted a form anyway.
Site flow AI chat on a broad page set
| Stage | Count / mo | CR | Why |
|---|---|---|---|
| Website traffic | 50,000 | — | |
| Addressable (with chat) | 40,000 | 80.0% | EngagementTriggers on product pages, pricing, blog, key product pages |
| AI engages in dialog | 316 | 0.8% | EngagementWeighted from industry preset: lower bound of Drift B2B SaaS |
| Leaves contact | 79 | 25.0% | QualifierIncremental only: visitors who would NOT have submitted a form |
| AI qualifies as MQL | 31.6 | 40.0% | QualifierBasic non-target filter: 40–50% |
| Meeting booked | 15.8 | 50.0% | BookingBooking at peak intent inside the chat |
| Meeting held | 9.5 | 60.0% | NurturingEmail + WhatsApp + SMS reminders: 70–80% |
| Deal closed | 2.8 | 29.9% | AdvisorYour current close rate held constant. Dashly doesn't claim to lift it |
Additional deals / mo
+2.8
at steady state
Additional revenue / mo
$14k
at ACV $5,000
Additional revenue · Year 1
$142k
with launch ramp-up applied
Adjust conservative scenario parameters
§ 03Scenario 2 · Realistic
Realistic scenario
Triangulated from B2B SaaS benchmarks (Drift engagement 1.4–1.7%) and Dashly internal cases. The most likely outcome 2–3 months after launch: standard triggers tuned to your funnel, basic CRM integration, multi-channel reminders.
Site flow AI chat + multi-page coverage
| Stage | Count / mo | CR | Why |
|---|---|---|---|
| Website traffic | 50,000 | — | |
| Addressable (with chat) | 45,000 | 90.0% | EngagementCoverage on most pages: programs, pricing, blog, FAQ, product |
| AI engages in dialog | 616.5 | 1.4% | EngagementWeighted from industry preset: standard tuning per page type |
| Leaves contact | 215.8 | 35.0% | Qualifier~35% of dialogs convert into new leads, rest = cannibalization |
| AI qualifies as MQL | 107.9 | 50.0% | QualifierStandard ICP qualification: 50–60% |
| Meeting booked | 70.1 | 65.0% | BookingSlot booking + one email/WhatsApp reminder |
| Meeting held | 52.6 | 75.0% | NurturingMulti-channel reminders + pre-meeting nurture: 78–82% |
| Deal closed | 15.7 | 29.9% | AdvisorYour current close rate held constant. Dashly doesn't claim to lift it |
Additional deals / mo
+15.7
at steady state
Additional revenue / mo
$79k
at ACV $5,000
Additional revenue · Year 1
$786k
with launch ramp-up applied
Adjust realistic scenario parameters
§ 04Scenario 3 · Optimistic
Optimistic scenario
The scenario after 3–4 months of optimization: triggers tuned per use case, AI Qualifier retrained on your dialogs, segmentation by ICP and stage, nurture sequences running steadily. A working target by end of year one, not the upper bound.
Site flow AI chat + smart segmentation
| Stage | Count / mo | CR | Why |
|---|---|---|---|
| Website traffic | 50,000 | — | |
| Addressable (with chat) | 50,000 | 100.0% | EngagementFull site coverage with trigger segmentation per page intent |
| AI engages in dialog | 990 | 2.0% | EngagementWeighted from industry preset: full tuning per page-intent bucket |
| Leaves contact | 445.5 | 45.0% | QualifierAfter A/B tests and flow optimization: ~45% net-new |
| AI qualifies as MQL | 267.3 | 60.0% | QualifierPrecise segmentation by ICP + budget + timeline: 60–70% |
| Meeting booked | 213.8 | 80.0% | BookingSmart timing + reminder sequences + advisor personalization |
| Meeting held | 181.8 | 85.0% | NurturingReminders + personalization + value content pre-call: 85–90% |
| Deal closed | 54.3 | 29.9% | AdvisorYour current close rate held constant. Dashly doesn't claim to lift it |
Additional deals / mo
+54.3
at steady state
Additional revenue / mo
$271k
at ACV $5,000
Additional revenue · Year 1
$2.71M
with launch ramp-up applied
Adjust optimistic scenario parameters
§ 05Summary
Compare scenarios
AI chat on your site creates a new funnel layered on your current one. "Now" uses the baseline you entered in § 00.5.
| Metric | Now | Conservative | Realistic | Optimistic |
|---|---|---|---|---|
| Site flow uplift | 0 deals | +2.8 deals | +15.7 deals | +54.3 deals |
| Deals delta / mo | — | +2.8 | +15.7 | +54.3 |
| Total deals / mo | 69 | 71.8 | 84.7 | 123.3 |
| Total revenue / mo | $345k | $359k | $424k | $616k |
| Revenue delta / mo | — | +$14k /mo | +$79k /mo | +$271k /mo |
| Revenue delta · Year 1 | — | +$142k | +$786k | +$2.71M |
Payback point
Year-1 cost: $21k. Ramp-up: month 1 = 0%, month 2 = 25%, month 3 = 75%, months 4–12 = 100% of steady-state.
Year-1 cost
$21k
Payback · Conservative
3mo
Payback · Realistic
2mo
Payback · Optimistic
2mo
ROI Year-1 · Conservative
6.7×
ROI Year-1 · Realistic
37.4×
ROI Year-1 · Optimistic
129.3×
What's NOT in the subscription: SMS provider, email service (SendGrid / Postmark), messenger APIs (WhatsApp Business, Telegram), CRM seat licenses. These are billed by providers directly. Dashly helps configure integrations; the licenses live on your side.
Payback math
# Cost per month
month 1-3: setup_cost per month
month 4+: subscription_cost per month
total Y1: setup x 3 + subscription x (horizon - 3)
# Revenue ramp-up
month 1: 0% of steady-state
month 2: 25%
month 3: 75%
month 4-12: 100%
total_gain_Y1 = monthly_revenue x (0 + 0.25 + 0.75 + 9 x 1.0)
= monthly_revenue x 10
# Payback = first month where cumulative gain >= cumulative cost
# ROI Y1 = total_gain_Y1 / total_cost_Y1§ 06Methodology
Where the numbers come from
These numbers are triangulated from public benchmarks (Drift, Intercom, Botpress) and Dashly internal cases. They're industry-typical ranges adjusted for your funnel, not guarantees. Actual results depend on your traffic quality, sales team, product, and execution.
Your funnel data
All baseline numbers come from the metrics you enter above. The system doesn't fetch external data in this iteration. Coming next.
source · your inputs
Engagement (chat dialog rate)
Triangulated from Drift Conversational Marketing Report (B2B SaaS proactive triggers 1.4–1.7%) minus a cannibalization discount for visitors who would have submitted a form anyway.
source · Drift 2024 + Dashly calibration
Net-new leads from chat
25% / 35% / 45% incremental conversion. Industry benchmarks say chat completion is 50–70%, but we cut it in half so we don't double-count the leads that would have arrived via your forms.
source · Intercom benchmarks + cannibalization adjustment
MQL qualification quality
AI Qualifier filters by ICP fit, budget signal, timeline, decision authority. Across 10+ B2B SaaS implementations: 45–60% of dialogs qualify as MQL.
source · Dashly internal data
Booking rate
Critical in B2B: lead intent drops 3× in 24 hours after first touch. AI Booking holds intent by booking the slot inside the dialog. +25–40% lift vs "SDR will call back".
source · Dashly cases + Harvard Lead Response Study
Show-up rate (75–85%)
Multi-channel reminders (email + WhatsApp + SMS) + nurture sequence between booking and meeting. Self-booked appointments have 2× lower no-show than SDR-booked.
source · Roezan, Curogram, Prospyr
Close rate held constant
Dashly doesn't claim to lift your close rate. We pass your AE team additional pipeline of the same quality as their current leads. They close it at the same rate you measure today. Conservative assumption.
source · Methodological choice
Cost defaults
Setup $2,500/mo × 3 months covers integration with CRM, content training, scenario configuration. Subscription $1,500/mo from month 4. Editable. Replace with your contract terms.
source · Dashly pricing
Ramp-up profile
Month 1: 0% (setup), month 2: 25% (first scenarios live), month 3: 75% (tuning), months 4–12: 100%. Conservative. In practice, first deals from chat come within the first 2 weeks.
source · Methodological choice
Comparable case
Breakout's AI SDR on a B2B SaaS platform reached 9.82% lead capture rate in 3 months. AI agents on a strong funnel deliver double-digit lead capture without a human team.
source · Breakout 2025 case study
Ready for a personalized funnel audit?
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