KRIXIS · ORIGINAL RESOURCE · OCTOBER 2026

Machine Shop RFQ Scorecard & ROI Worksheet

Use consistent definitions to connect valid inquiries, quoting and delivered outcomes. This worksheet runs locally in your browser. It does not upload entries or save them after you close the page. Print or save to PDF to retain a review.

Before entering figures: choose one acquisition cohort and its maturity date. Use matching source and cost rules. Unknown inputs stay blank. The example is fictional, not a performance target or client result.

1. Define the review

Opportunity receipt period / cohort

Results reviewed as of

Source and attribution policy

Revenue and variable cost basis

2. Enter the cohort figures

Allocated marketing cost ($)Include the agreed acquisition costs.

Valid inquiriesExclude spam, tests and duplicate revisions.

Qualified RFQsRequests that meet the agreed fit criteria.

Quoted opportunitiesCount opportunities, not quote versions.

Won quoted opportunities

Lost quoted opportunitiesOpen and canceled quotes are excluded from decided quotes.

Open quotes

Canceled quotes

New customers acquiredCount accounts, not purchase orders.

Attributed delivered revenue ($)Exclude open pipeline and speculative repeat orders.

Agreed variable costs ($)Costs for the same delivered work.

Enter figures to calculate results. Blank values remain unknown.

3. Review the results

Measure	Result	Definition
Qualification rate	—	Qualified RFQs ÷ valid inquiries
Quote rate	—	Quoted opportunities ÷ qualified RFQs
Decided-quote win rate	—	Wins ÷ (wins + losses)
Cost per qualified RFQ	—	Marketing cost ÷ qualified RFQs
Cost per acquired customer	—	Acquisition cost ÷ new accounts
Delivered contribution	—	Revenue − agreed variable costs
Observed contribution ROI	—	(Contribution − marketing cost) ÷ marketing cost
Revenue / spend ratio	—	Revenue ÷ marketing cost; not contribution ROI

Results use your attribution assumptions. They do not prove incremental causal lift or represent accounting profit. A zero denominator has no meaningful ratio. Open quotes remain unresolved.

4. Qualify and act

Review processes, materials, part sizes, quantities, quality requirements, capacity and commercial timing before accepting an RFQ. Assign incomplete requests an owner and next action.

Repeated fit issue or handoff delay

One improvement to make

Action owner

Due date

Success measure

Next review date

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