Campaign ROI

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

Open Example

For instance, the total value won by this campaign is $20,000.  The actual cost was $11,400.  Therefore its ROI is 75% (rounded).

Important: How Total Value of Won Opportunities is Calculated

Opportunities are only included in campaign ROI calculations if both of following are true:

  1. The campaign is listed as the opportunity’s primary campaign source.
  2. The opportunity’s stage type is closed/won (see Sales Processes and Opportunity Stages for details on stage type).

How to run Salesforce campaign ROI reports:

Click on the campaigns tab, and run the “Campaign ROI Analysis Report”.

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