ROI Calculator

This skill helps you calculate and communicate the return on investment for influencer marketing campaigns using various methodologies appropriate for your goals and available data.

Cross-discipline (paid ads): this is the shared return-math engine for paid ads — paid-measurement-loop, attribution-reconciler, and budget-optimizer delegate ROAS/CPA/payback ratios here rather than recomputing them. Save paid runs under
memory/ad/roi-calculator/
.

Quick Start

Shortest invocation:

Calculate ROI for our influencer campaign: $25K spend, $72K revenue, 2.1M reach

Common scenario — compare methods before reporting:

What's the ROI of our campaign using direct revenue, EMV, and LTV-based methods?

Skill Contract

Reads: campaign spend breakdown, results data (reach, impressions, engagements, clicks, conversions, revenue, new customers), AOV and repeat-rate data if LTV is in scope, any prior performance output from
```
performance-analyzer
```
.
Writes: ROI calculation file at
```
memory/influencer/roi-calculator/YYYY-MM-DD-<topic>.md
```
containing direct ROI/ROAS, EMV, cost-efficiency metrics, attribution-modeled revenue, LTV-based ROI, by-influencer ROI, and a summary report block.
Promotes: only with separate authorization, durable headline numbers with their attribution window, source, and uncertainty; a calculation request alone does not authorize hot-cache writes.
Done when:
1. At least one ROI methodology is computed with the inputs and formula shown.
2. Each headline metric is stated against a declared, source-dated comparison target; no universal benchmark is invented.
3. A bottom-line assessment (profitable / break-even / loss) and 1-3 recommendations are written.
Primary next skill: report-generator

Handoff Summary

Emit the standard shape from skill-contract.md §Handoff Summary Format.

Data Sources

This family is Tier 1 — it works with no live integrations. Ask the user for spend and results data and compute everything from those inputs. Connectors below can pull the numbers automatically when available:

```
~~social platform analytics
```
— reach, impressions, engagements, video views per platform for EMV and cost-per-metric math.
```
~~ecommerce / analytics
```
— revenue, conversions, link clicks, and AOV for direct ROI and attribution.
```
~~CRM
```
— new-customer counts, repeat-purchase rate, and lifetime value for LTV-based ROI.
```
~~influencer database
```
— per-influencer fees and tier data for by-influencer ROI.

With zero integrations, supply the investment and results tables by hand and the skill still produces every calculation. See CONNECTORS.md for the free/keyless recipe per category.

Instructions

When a user requests ROI calculation, work the steps below. Each step has a fill-in template in references/roi-templates.md — link the step number to its block there.

Gather ROI inputs — campaign details, the investment (total spend) table, and the results-data table. (template)
Calculate direct ROI — Simple ROI = (Revenue − Investment) / Investment × 100; ROAS = Revenue / Investment. State profit and a Profitable/Break-even/Loss assessment. (template)
Calculate Earned Media Value (EMV) — impression-based (Impressions × CPM / 1000) and engagement-based (Engagements × CPE), then average. Flag EMV as directional, not absolute. (template)
Calculate cost-efficiency metrics — CPM, CPR, CPE, CPV, CPC, CPA, and CAC. Compare only against a declared, source-dated target with a compatible market, window, and attribution basis; otherwise report the metric descriptively and mark the comparison pending. (template)
Apply attribution modeling — run first-touch, last-touch, linear, time-decay, and position-based; recommend the model that fits the customer journey. (template)
Calculate customer lifetime value impact — LTV-Based ROI = (New Customers × Avg LTV − Investment) / Investment; project short- vs. long-term and compare customer quality to organic/paid. (template)
Calculate by-influencer ROI — per-influencer ROI/ROAS rank, investment efficiency, and ROI by tier (macro/micro/nano). (template)
Generate the ROI report summary — investment, returns, ROI by methodology, key metrics vs. benchmark, bottom line, and 1-3 recommendations. (template)
Produce the measured Return (R) evidence for the gate
The financial outputs from steps 1–8 are the campaign's measured Return (R) evidence for STAR: ROI/ROAS read against the declared target (
```
R1
```
) and the alternative-channel baseline (
```
R3
```
), CPE/CPM/CPA benchmarked on a normalized window (
```
R2
```
), KPI attainment versus the pre-registered target (
```
R4
```
), conversions attributed with a stated method and rigor (
```
R5
```
), and incremental impact separated from baseline where measurable (
```
R6
```
). Measured Return exists only at
```
assessment_time: actual
```
; a forecast read has no
```
R1
```
–
```
R6
```
. Label each figure Measured / User-provided / Calculated / Estimated.
Hand this Return evidence to the creator-content-auditor gate — it folds R into the full actual STAR run and computes the profile-weighted SQS. This skill does not run the scorer or emit the composite. Unverified conversions emit
```
results-unverified
```
: report
```
R1
```
/
```
R2
```
/
```
R5
```
as low-confidence and make no attributable-return claims. These financial numbers are consumed as R evidence; they are not themselves an SQS.
For a multi-creator campaign, the gate scores each creator partnership separately; a budget-weighted mean of the per-partnership SQS values may summarize the campaign but never replaces the per-partnership diagnosis. This skill supplies the per-partnership Return evidence; it does not aggregate or roll up a composite.
Persist only with permission — save under
```
memory/influencer/roi-calculator/
```
(or the paid path) only after authorization; request separate authorization for hot-cache promotion.

Example

User: "Calculate ROI for our influencer campaign: $25K spend, $72K revenue, 2.1M reach"

Output:

markdown

# ROI Calculation Summary

## Investment & Returns

| Item | Value |
|------|-------|
| Total Investment | $25,000 |
| Direct Revenue | $72,000 |
| Total Reach | 2,100,000 |

## ROI Results

### Direct ROI
- **Profit**: $47,000
- **ROI**: 188%
- **ROAS**: 2.88:1

For every $1 spent, you generated $2.88 in revenue.

### Earned Media Value
- **EMV** (directional scenario at a declared $8 CPM): $16,800
- **EMV Multiple**: 0.67x

### Cost Efficiency
- **CPM**: $11.90
- **CPA**: Unknown (conversion count was not supplied)

## Assessment: Profitable on the supplied direct-revenue basis

Direct revenue exceeds the supplied investment, but no source-dated peer target or incrementality evidence was provided. Do not infer benchmark outperformance or authorize a scale decision from this read alone; obtain verified conversions, attribution evidence, and the campaign owner's precommitted decision rule first.

The source-dated benchmark evidence template lives in references/roi-templates.md#benchmark-evidence-template.

Reference Materials

references/roi-templates.md — fill-in templates for every Instructions step, the worked example, and benchmark evidence inputs.
measurement-protocol.md — read ROI and Return (R) deltas against a control over the readback window; do not over-claim attribution.
skill-contract.md — shared contract and Handoff Summary format.
state-model.md — memory tiers and save-path conventions.
CONNECTORS.md — free/keyless data recipe per connector category.
STAR scoring: star-benchmark.md — the Return (R) dimension this skill's evidence feeds and the profile-weighted SQS the gate computes.
performance-analyzer — supplies the results data this skill consumes.
report-generator — wraps these numbers into a full report.
budget-optimizer — uses ROI output to reallocate spend.
campaign-planner — sets the ROI targets these results are checked against.

Next Best Skill

Primary: report-generator — turn the ROI numbers into a stakeholder-ready report.

Alternates (same Report family):

performance-analyzer — go back for deeper performance breakdowns if the ROI math exposed gaps.
budget-optimizer — feed by-influencer and by-tier ROI into the next budget allocation.

Termination note: keep a visited-set of skills invoked this session. If the primary next skill was already run, stop and report the chain complete rather than re-invoking it. Stop after at most 3 hops in a single chain.

roi-calculator

NPX Install

Tags

SKILL.md Content