roi-calculator Checked
Installation
Copy the prompt below and send it to your AI assistant (e.g. Claude Code) — it will follow the instructions and install automatically.
Install the "roi-calculator" skill by following the instructions at https://skill123.me/install/roi-calculator.
Run in your terminal — downloads and installs to ~/.claude/skills/.
curl -fsSL https://skill123.me/install/roi-calculator.sh | bash
Download the zip and extract it into your skills directory (e.g. ~/.claude/skills/), then restart your session.
⬇ Download v1.0.0 · 12 KBNot live-tested yet — this skill is rated on static analysis only.
About this skill
Use when the user asks to "calculate influencer ROI", "prove campaign value", or "what was our ROAS"; produces direct ROI/ROAS, earned media value, attribution-modeled revenue, LTV-based ROI, and a stakeholder-ready summary. Not for building the full slide/written report — use report-generator. 达人营销ROI计算/投资回报测算
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 (../../../ad/scale/paid-measurement-loop/SKILL.md), attribution-reconciler (../../../ad/scale/attribution-reconciler/SKILL.md), and budget-optimizer delegate ROAS/CPA/payback ratios here rather than recomputing them. Save paid runs under memory/ad/roi-calculator/.
Documentation
Use when the user asks to "calculate influencer ROI", "prove campaign value", or "what was our ROAS"; produces direct ROI/ROAS, earned media value, attribution-modeled revenue, LTV-based ROI, and a stakeholder-ready summary. Not for building the full slide/written report — use report-generator. 达人营销ROI计算/投资回报测算
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 (../../../ad/scale/paid-measurement-loop/SKILL.md), attribution-reconciler (../../../ad/scale/attribution-reconciler/SKILL.md), 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 ID, complete opaque creator scope when creator-level math is requested, spend/cost-basis breakdown, deduplicated results data (reach, impressions, engagements, clicks, conversions, attributed revenue, new customers), the predeclared attribution model/window/decision rule, AOV and economic LTV inputs if LTV is in scope, and prior performance output from
performance-analyzer. Reuse authorized opaquecreator_refvalues; raw handles/names/URLs/provider IDs stay transient and never identify a saved row. - **Writes**: return the ROI calculation and summary inline by default; save them to
memory/influencer/roi-calculator/YYYY-MM-DD-<topic>.md(or the declared paid path) only with exact WARM-save authorization. Saved output usescampaign_id, complete opaquecreator_refscope, and opaque evidence/artifact refs—never raw identity locators. - **Promotes**: only with separate exact authorization, promote durable headline numbers with their attribution window, source, and uncertainty to
memory/hot-cache.md; a calculation or WARM-save request does not authorize this operation. - **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 arithmetic assessment and 1-3 recommendations are written. Call the campaign profitable only when attributed revenue and a complete campaign cost basis are verified; otherwise state that profitability is unverified.
4. Every denominator is verified numeric and > 0; zero, negative, missing, or incompatible denominators yield undefined/NEEDS_INPUT, never a ratio.
- **Primary next skill**: report-generator (../report-generator/SKILL.md)
View full documentation
### Handoff Summary
> Emit the standard shape from skill-contract.md §Handoff Summary Format (../../../references/skill-contract.md).
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 (../../../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 (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 (references/roi-templates.md#step-1--roi-calculation-inputs))
2. **Calculate direct ROI** — Simple ROI = (Revenue − Investment) / Investment × 100; ROAS = Revenue / Investment. Call the difference **net return under the declared formula**, not profit, unless the revenue attribution and complete cost basis are verified. State positive/zero/negative arithmetic return and a separate profitability-verification status. (template (references/roi-templates.md#step-2--direct-roi-calculation))
3. **Calculate Earned Media Value (EMV)** — impression-based (Impressions × comparable CPM / 1000) or engagement-based (Engagements × comparable CPE) only from supplied or cited, source-dated comparators. Report applicable methods separately and use a predeclared selection/weighting rule; never average or add overlapping methods by default. If no valid comparator exists, return NEEDS_INPUT for EMV. (template (references/roi-templates.md#step-3--earned-media-value-emv))
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 (references/roi-templates.md#step-4--cost-efficiency-analysis))
5. **Apply attribution modeling** — use one predeclared model only after the complete conversion universe, order/event dedupe key, journey touchpoints, eligible channels, and allocation rule are supplied. Optional alternative models are visibly non-additive sensitivity scenarios over the same deduplicated conversion set; never select the most favorable model after seeing results. Missing inputs or model-selection authority returns NEEDS_INPUT, not attributed revenue. (template (references/roi-templates.md#step-5--attribution-analysis))
6. **Calculate customer lifetime value impact** — label the result **LTV-Based ROI** only when New Customers is deduplicated against the controlling attribution universe and the supplied LTV is a complete contribution-margin basis with cohort, horizon, retention/churn, refunds, margin, discount/timing, first-order inclusion, source/date, and a positive compatible investment denominator. Then use ((New Customers × contribution-margin LTV) − Investment) / Investment × 100. A revenue-LTV input produces only an **Estimated revenue-basis scenario** with its basis/horizon/status; it is not economic ROI or profit and is never added to direct attributed revenue or another LTV horizon. Missing fields return NEEDS_INPUT. (template (references/roi-templates.md#step-6--lifetime-value-analysis))
7. **Calculate by-creator ROI** — only for a complete locked creator scope with resolved opaque refs, compatible windows/cost bases, and deduplicated attributed revenue. Per-creator and tier aggregate ROAS is sum(attributed revenue) / sum(spend), never a simple mean; rank only under a predeclared rule. (template (references/roi-templates.md#step-7--influencer-level-roi))
8. **Generate the ROI report summary** — investment, returns, ROI by methodology, key metrics vs. benchmark, bottom line, and 1-3 recommendations. (template (references/roi-templates.md#step-8--roi-summary-report))
9. **Qualify candidate Return (R) evidence for the gate**
The financial outputs from steps 1–8 are **candidate 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). A field is Measured only when its exact source, entity, observation window, and attribution basis are verified; arithmetic on User-provided or Estimated inputs is Calculated, not Measured. Return evidence applies only at assessment_time: actual; a forecast re
Score breakdown
Assessment methodology
Version history
Imported from aaron-he-zhu/aaron-marketing-skills@main