roi-calculator

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ROI Calculator

ROI计算器

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/
.
该Skill可帮助你根据目标和可用数据,采用多种方法计算并传达达人营销活动的投资回报。
跨领域(付费广告): 这是付费广告共用的回报计算引擎——paid-measurement-loopattribution-reconciler和budget-optimizer会将ROAS/CPA/投资回报比委托给此处计算,而非重新计算。请将付费广告计算结果保存至
memory/ad/roi-calculator/
路径下。

Quick Start

快速开始

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?
最简调用方式:
Calculate ROI for our influencer campaign: $25K spend, $72K revenue, 2.1M reach
常见场景——报告前对比多种计算方法:
What's the ROI of our campaign using direct revenue, EMV, and LTV-based methods?

Skill Contract

Skill协议

  • 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
  • 读取:营销活动支出明细、结果数据(触达量、曝光量、互动量、点击量、转化量、收入、新客户数);若涉及LTV则读取客单价(AOV)和复购率数据,以及
    performance-analyzer
    输出的过往表现数据。
  • 写入:在
    memory/influencer/roi-calculator/YYYY-MM-DD-<topic>.md
    路径下生成ROI计算文件,包含直接ROI/ROAS、EMV、成本效率指标、归因模型收入、基于LTV的ROI、达人维度ROI,以及总结报告模块。
  • 推广:仅在获得单独授权后,可将带有归因窗口期、数据来源和不确定性标注的核心指标写入热缓存;仅发起计算请求不授权写入热缓存。
  • 完成条件
    1. 至少使用一种ROI计算方法,并展示输入数据和计算公式。
    2. 每个核心指标均与已声明的、带来源日期的对比目标进行对标;不得自行设定通用基准。
    3. 完成盈亏评估(盈利/保本/亏损)并给出1-3条建议。
  • 首选后续Skillreport-generator

Handoff Summary

交接总结

Emit the standard shape from skill-contract.md §Handoff Summary Format.
请按照skill-contract.md §Handoff Summary Format输出标准格式的交接内容。

Data Sources

数据源

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.
该Skill属于Tier 1级别——无需实时集成即可运行。可向用户获取支出和结果数据,基于这些输入完成所有计算。若有可用连接器,可通过以下工具自动拉取数据:
  • ~~social platform analytics
    — 各平台的触达量、曝光量、互动量、视频播放量,用于EMV和单位成本指标计算。
  • ~~ecommerce / analytics
    — 收入、转化量、链接点击量和客单价,用于直接ROI和归因计算。
  • ~~CRM
    — 新客户数、复购率和客户生命周期价值,用于基于LTV的ROI计算。
  • ~~influencer database
    — 每位达人的费用和层级数据,用于达人维度ROI计算。
即使没有任何集成,手动输入投资和结果数据后,该Skill仍可完成所有计算。各连接器类别的免费/无密钥配置方案请参考CONNECTORS.md

Instructions

操作步骤

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.
  1. Gather ROI inputs — campaign details, the investment (total spend) table, and the results-data table. (template)
  2. Calculate direct ROI — Simple ROI = (Revenue − Investment) / Investment × 100; ROAS = Revenue / Investment. State profit and a Profitable/Break-even/Loss assessment. (template)
  3. Calculate Earned Media Value (EMV) — impression-based (Impressions × CPM / 1000) and engagement-based (Engagements × CPE), then average. Flag EMV as directional, not absolute. (template)
  4. 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)
  5. Apply attribution modeling — run first-touch, last-touch, linear, time-decay, and position-based; recommend the model that fits the customer journey. (template)
  6. 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)
  7. Calculate by-influencer ROI — per-influencer ROI/ROAS rank, investment efficiency, and ROI by tier (macro/micro/nano). (template)
  8. Generate the ROI report summary — investment, returns, ROI by methodology, key metrics vs. benchmark, bottom line, and 1-3 recommendations. (template)
  9. 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.
  10. Persist only with permission — save under
    memory/influencer/roi-calculator/
    (or the paid path) only after authorization; request separate authorization for hot-cache promotion.
当用户请求ROI计算时,请按照以下步骤执行。每个步骤在references/roi-templates.md中都有填充模板——请将步骤编号链接到对应模板模块。
  1. 收集ROI输入数据 — 营销活动详情、投资(总支出)表和结果数据表。(模板)
  2. 计算直接ROI — 简单ROI公式:(收入 − 投资) / 投资 × 100;ROAS公式:收入 / 投资。计算利润并给出盈利/保本/亏损评估。(模板)
  3. 计算Earned Media Value (EMV) — 基于曝光量的计算方式(曝光量 × CPM / 1000)和基于互动量的计算方式(互动量 × CPE),取两者平均值。需标注EMV仅为趋势性参考,非绝对数值。(模板)
  4. 计算成本效率指标 — CPM、CPR、CPE、CPV、CPC、CPA和CAC。仅与已声明的、带来源日期且市场、周期、归因基准匹配的目标进行对标;否则仅描述指标并标注对标待完成。(模板)
  5. 应用归因模型 — 运行首次触点、末次触点、线性、时间衰减和位置加权模型;推荐符合客户转化路径的模型。(模板)
  6. 计算客户生命周期价值影响 — 基于LTV的ROI公式:(新客户数 × 平均LTV − 投资) / 投资;预测短期vs长期回报,并对比付费/自然流量的客户质量。(模板)
  7. 计算达人维度ROI — 按达人维度排序ROI/ROAS、投资效率,以及按达人层级(头部/腰部/尾部)划分的ROI。(模板)
  8. 生成ROI报告总结 — 包含投资、回报、各方法计算的ROI、核心指标对标基准、盈亏结论和1-3条建议。(模板)
  9. 生成用于审核的回报(R)证据
    步骤1-8的财务输出即为营销活动的可衡量回报(R)证据,用于STAR体系:ROI/ROAS与已声明目标(
    R1
    )和其他渠道基准(
    R3
    )对标;CPE/CPM/CPA按标准化周期对标基准(
    R2
    );关键绩效指标(KPI)与预设目标对比(
    R4
    );转化量采用明确方法和严谨性归因(
    R5
    );可衡量的增量影响与基线区分(
    R6
    )。可衡量回报仅在
    assessment_time: actual
    时存在;预测数据无
    R1
    R6
    。需为每个数据标注「可衡量/用户提供/计算得出/估算」。
    请将该回报证据提交至creator-content-auditor审核环节——该环节会将R纳入完整的STAR实际运行流程,并计算基于权重的SQS。本Skill不运行评分器或输出综合评分。未验证的转化量需标记
    results-unverified
    :将
    R1
    /
    R2
    /
    R5
    标注为低置信度,且不得做出归因回报相关声明。这些财务数据仅作为R证据使用,并非SQS评分本身。
    对于多达人营销活动,审核环节会单独评估每个达人合作项目;可按预算权重计算各合作项目SQS的平均值来总结活动,但不得替代单个项目的诊断。本Skill提供各合作项目的回报证据,但不进行汇总或生成综合评分。
  10. 仅在获得许可后保存数据 — 仅在获得授权后,将数据保存至
    memory/influencer/roi-calculator/
    (或付费广告路径);写入热缓存需单独申请授权。

Example

示例

User: "Calculate ROI for our influencer campaign: $25K spend, $72K revenue, 2.1M reach"
Output:
markdown
undefined
用户:"Calculate ROI for our influencer campaign: $25K spend, $72K revenue, 2.1M reach"
输出
markdown
undefined

ROI Calculation Summary

ROI Calculation Summary

Investment & Returns

Investment & Returns

ItemValue
Total Investment$25,000
Direct Revenue$72,000
Total Reach2,100,000
ItemValue
Total Investment$25,000
Direct Revenue$72,000
Total Reach2,100,000

ROI Results

ROI Results

Direct ROI

Direct ROI

  • Profit: $47,000
  • ROI: 188%
  • ROAS: 2.88:1
For every $1 spent, you generated $2.88 in revenue.
  • Profit: $47,000
  • ROI: 188%
  • ROAS: 2.88:1
For every $1 spent, you generated $2.88 in revenue.

Earned Media Value

Earned Media Value

  • EMV (directional scenario at a declared $8 CPM): $16,800
  • EMV Multiple: 0.67x
  • EMV (directional scenario at a declared $8 CPM): $16,800
  • EMV Multiple: 0.67x

Cost Efficiency

Cost Efficiency

  • CPM: $11.90
  • CPA: Unknown (conversion count was not supplied)
  • CPM: $11.90
  • CPA: Unknown (conversion count was not supplied)

Assessment: Profitable on the supplied direct-revenue basis

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](references/roi-templates.md#benchmark-evidence-template).
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.

带来源日期的基准证据模板请参考[references/roi-templates.md#benchmark-evidence-template](references/roi-templates.md#benchmark-evidence-template)。

Reference Materials

参考资料

  • 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.
  • references/roi-templates.md — 所有操作步骤的填充模板、示例和基准证据输入模板。
  • measurement-protocol.md — 对比对照组在回访周期内的ROI和回报(R)差异;请勿过度归因。
  • skill-contract.md — 通用协议和交接总结格式。
  • state-model.md — 内存层级和保存路径规范。
  • CONNECTORS.md — 各连接器类别的免费/无密钥配置方案。
  • STAR评分:star-benchmark.md — 本Skill生成的证据将用于STAR体系的回报(R)维度,审核环节将计算基于权重的SQS评分。
  • performance-analyzer — 提供本Skill所需的结果数据。
  • report-generator — 将这些数据整合为完整报告。
  • budget-optimizer — 使用ROI输出结果重新分配预算。
  • campaign-planner — 设置ROI目标,用于对标计算结果。

Next Best Skill

推荐后续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.
首选report-generator — 将ROI数据转化为面向利益相关者的完整报告。
备选(同属报告类):
  • performance-analyzer — 若ROI计算暴露数据缺口,可返回此Skill进行更深入的表现分析。
  • budget-optimizer — 将达人维度和层级维度的ROI数据用于下一轮预算分配。
终止说明:记录本次会话中已调用的Skill。若首选后续Skill已运行过,则停止并报告流程完成,避免重复调用。单条流程链最多跳转3次后停止。