How is Campaign ROI measured?
ROI is the percentage a campaign has returned above its cost.
Formula: (Total Value Won Opportunities – Actual Cost) / Actual Cost
[toggle title_open=”Close Example” title_closed=”Open Example” hide=”yes” border=”yes” style=”default” excerpt_length=”0″ read_more_text=”Read More” read_less_text=”Read Less” include_excerpt_html=”no”]For instance, the total value won by this campaign is $20,000. The actual cost was $11,400. Therefore its ROI is 75% (rounded).
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Important: How Total Value of Won Opportunities is Calculated
Opportunities are only included in campaign ROI calculations if both of following are true:
- The campaign is listed as the opportunity’s primary campaign source.
- The opportunity’s stage type is closed/won (see [link id=2537] for details on stage type).
How to run Salesforce campaign ROI reports:
Click on the campaigns tab, and run the “Campaign ROI Analysis Report”.
