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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.
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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:
| Metric | Description |
|---|---|
| Spend | Total campaign cost |
| Impressions | Times shown |
| Clicks | Click-throughs |
| Leads | Contacts generated |
| Opportunities | Deals created |
| Closed Revenue | Won deals attributed |
| ROI % | Return calculation |
Campaign Comparison
Compare campaigns side-by-side:
| Campaign | Spend | Revenue | ROI | CPL |
|---|---|---|---|---|
| LinkedIn Ads | $5,000 | $25,000 | 400% | $50 |
| Google Ads | $8,000 | $20,000 | 150% | $40 |
| Trade Show | $15,000 | $45,000 | 200% | $150 |
Lower cost per lead (CPL) isn't always better. Consider lead quality and conversion to revenue.
Attribution Models
Choose how credit is assigned:
| Model | Description | Best For |
|---|---|---|
| First Touch | Credit first interaction | Brand awareness |
| Last Touch | Credit final interaction | Direct response |
| Linear | Equal credit to all touches | Full journey |
| Time Decay | More credit to recent | Long 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: $2,333Source Comparison
| Source | Spend | Hires | CPH | Quality |
|---|---|---|---|---|
| $3,000 | 2 | $1,500 | High | |
| Referral | $1,000 | 3 | $333 | High |
| Job Board | $2,000 | 1 | $2,000 | Medium |
Sales Activity ROI
Activity-to-Revenue
Track which activities drive revenue:
| Activity | Count | Deals Won | Revenue | ROI |
|---|---|---|---|---|
| Demos | 50 | 10 | $100K | High |
| Emails | 500 | 5 | $50K | Medium |
| Calls | 200 | 3 | $30K | Low |
ROI Dashboard
Visual Indicators
- Green — Positive ROI (
>100%) - Yellow — Break-even (around 100%)
- Red — Negative ROI (
<100%)
Trending
Track ROI over time:
- Monthly campaign performance
- Seasonal trends
- Improvement trajectory
Improving ROI
Optimization Tips
- Double down on high-ROI channels
- Optimize medium-ROI campaigns
- Pause or fix low-ROI efforts
- Test new approaches
- Measure continuously
Benchmarking
Compare to industry averages:
| Channel | Avg ROI | Your ROI |
|---|---|---|
| 3600% | ? | |
| SEO | 2200% | ? |
| Content | 1800% | ? |
| Paid Social | 250% | ? |