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ROI Tracking

Track return on investment for campaigns and initiatives.

ROI Tracking

Measure the return on investment for your marketing campaigns, recruiting sources, and business initiatives.

ROI dashboard

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What Is ROI?

Return on Investment measures profit relative to cost:

ROI = (Gain from Investment - Cost of Investment) / Cost of Investment

Example:
- Campaign cost: $10,000
- Revenue generated: $50,000
- ROI: ($50K - $10K) / $10K = 400%

Campaign ROI

Tracking Marketing Campaigns

For each campaign, track:

MetricDescription
SpendTotal campaign cost
ImpressionsTimes shown
ClicksClick-throughs
LeadsContacts generated
OpportunitiesDeals created
Closed RevenueWon deals attributed
ROI %Return calculation

Campaign Comparison

Compare campaigns side-by-side:

CampaignSpendRevenueROICPL
LinkedIn Ads$5,000$25,000400%$50
Google Ads$8,000$20,000150%$40
Trade Show$15,000$45,000200%$150

Lower cost per lead (CPL) isn't always better. Consider lead quality and conversion to revenue.

Attribution Models

Choose how credit is assigned:

ModelDescriptionBest For
First TouchCredit first interactionBrand awareness
Last TouchCredit final interactionDirect response
LinearEqual credit to all touchesFull journey
Time DecayMore credit to recentLong sales cycles

Recruiting Source ROI

Cost Per Hire

Calculate recruiting efficiency:

Cost Per Hire = Total Recruiting Cost / Number of Hires

Example:
- Job board spend: $2,000
- Agency fees: $5,000
- Total hires: 3
- Cost per hire: $2,333

Source Comparison

SourceSpendHiresCPHQuality
LinkedIn$3,0002$1,500High
Referral$1,0003$333High
Job Board$2,0001$2,000Medium

Sales Activity ROI

Activity-to-Revenue

Track which activities drive revenue:

ActivityCountDeals WonRevenueROI
Demos5010$100KHigh
Emails5005$50KMedium
Calls2003$30KLow

ROI Dashboard

Visual Indicators

  • Green — Positive ROI (>100%)
  • Yellow — Break-even (around 100%)
  • Red — Negative ROI (<100%)

Track ROI over time:

  • Monthly campaign performance
  • Seasonal trends
  • Improvement trajectory

Improving ROI

Optimization Tips

  1. Double down on high-ROI channels
  2. Optimize medium-ROI campaigns
  3. Pause or fix low-ROI efforts
  4. Test new approaches
  5. Measure continuously

Benchmarking

Compare to industry averages:

ChannelAvg ROIYour ROI
Email3600%?
SEO2200%?
Content1800%?
Paid Social250%?

Next Steps