Roi Calculator Agent Skill

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:
• At least one ROI methodology is computed with the inputs and formula shown.
• Each headline metric is stated against a declared, source-dated comparison target; no universal benchmark is invented.
• 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.

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.

Example

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

Output:

# 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.