ROI Tracking

ROI Tracking helps you understand the financial performance of your calling operations. By configuring revenue values and cost parameters, you transform raw call metrics into dollar figures that drive business decisions.

Revenue Configuration

Set up financial parameters per campaign at Reports > ROI:

Setting	Description
Revenue Per Sale	Dollar value of a successful conversion
Cost Per Call	Average cost to place a call (carrier charges)
Cost Per Agent Hour	Hourly cost of agent labor (salary + overhead)
Commission Structure	Agent commission rules (if applicable)

Revenue configuration can be updated at any time. Changes apply to new calculations without affecting historical data.

Note

Revenue values do not need to be exact to be useful. Even rough estimates give you directional insight into which campaigns and agents are generating the best return. Refine the numbers over time as you gather actual cost data.

ROI Metrics

Once configured, the platform automatically calculates:

• Total Revenue — sales count multiplied by revenue per sale
• Total Cost — call costs plus agent labor costs for the period
• Net ROI — revenue minus costs (your profit or loss)
• ROI Percentage — return as a percentage of investment, the key efficiency metric
• Revenue Per Agent — individual agent profitability for performance management
• Cost Per Acquisition — total cost divided by conversions, useful for comparing to other marketing channels

Reports Available

Campaign ROI Comparison

Compare profitability across campaigns on a single chart:

• Which campaigns generate the best return on investment?
• Where should you allocate more agents and dial time?
• Are any campaigns operating at a loss that should be paused or restructured?

Revenue Trends

Track financial performance over time with daily, weekly, and monthly revenue charts:

• Identify profitable time periods and seasonal patterns
• Correlate revenue changes with operational changes (new lists, staffing changes, script updates)
• Project future revenue based on current trends

Agent Profitability

Rank agents by financial contribution to the operation:

• Revenue generated per agent for incentive and bonus calculations
• Cost efficiency per agent (revenue vs. labor cost)
• Commission calculations for pay-for-performance structures

Integrating with Goal Tracking

ROI metrics feed directly into the Executive Dashboard goal tracking system. Set revenue targets per campaign and track progress in real time:

1. Navigate to Reports > ROI
2. Select a campaign
3. Set monthly revenue and ROI percentage targets
4. Progress appears on the Executive Dashboard with color-coded indicators

Best Practices

Tip

• Set accurate revenue values — realistic numbers produce meaningful insights that drive good decisions
• Include all costs — agent time, call costs, and overhead for a complete picture
• Review weekly — catch underperforming campaigns early before losses accumulate
• Compare periods — track improvement over time to measure the impact of operational changes

Caution

ROI calculations are only as accurate as your configured values. If your revenue per sale varies significantly across products or services, consider creating separate campaigns for each product line so you can assign different revenue values.