Common Report Formulas: ROI based on Influenced Revenue

Create a custom ROI report

Here's how you can create a custom ROI report formula to display the ROI for each of your Campaigns based on influenced revenue. If you're looking to create an ROI report based on sourced revenue instead, please see this article.

The basic ROI (Return on Investment) formula is: (TotalRevenue - Cost)/Cost

In this example, we'll be implementing the formula in Salesforce in order to report on ROI in reports/dashboards.

Step by Step Tutorial in Salesforce

1. Navigate to the Reports tab and click New Report.

2. Create a new ‘Campaign Influence Detail w/Related Objects (CRT)’ reports.

3. Change the format to Summary Format.

4. Click Add Formula to create a custom report formula.

5. Populate fields as follows:

General Formula: (TotalRevenue - Cost)/Cost SFDC Report Formula: (FCRM__FCR_Influence_Detail__c.FCRM__TotalOpRevenueModel1__c:SUM - FCRM__FCR_Influence_Detail__c.FCRM__Campaign__c.ActualCost:SUM)/FCRM__FCR_Influence_Detail__c.FCRM__Campaign__c.ActualCost:SUM *The above example uses a standard ActualCost field on Model 1. To report on a different model, use the api name for Model 2 or Model 3 (eg: FCRM__TotalOpRevenueModel2__c or FCRM__TotalOpRevenueModel3__c)

ROI (Influenced Revenue)

The report formula is now saved and added as the last column in the report. You can add more columns as needed for reporting.