roi-calculator

name	roi-calculator
slug	aaron-roi-calculator
displayName	ROI Calculator · ROI 计算
summary	活动投入产出核算:成本归集、收益口径与 ROI 及 STAR 回报(R)证据汇总
description	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.
version	18.0.0
license	Apache-2.0
compatibility	Claude Code and compatible agent-skill hosts
homepage	https://github.com/aaron-he-zhu/aaron-marketing-skills
when_to_use	Use when measuring or projecting influencer campaign ROI, justifying or defending budgets, comparing ROI across campaigns or channels, evaluating individual influencer or tier value, or preparing executive-level ROI numbers. Activate when the user supplies spend and results data and wants ROI, ROAS, EMV, CPA/CAC, attribution, or LTV impact computed.
argument-hint	<campaign name or spend> [revenue] [results data]
metadata	{"author":"aaron-he-zhu","version":"18.0.0","discipline":"influencer","phase":"report","geo-relevance":"low","hermes":{"tags":["marketing","influencer","report"],"category":"influencer"},"openclaw":{"emoji":"📣","homepage":"https://github.com/aaron-he-zhu/aaron-marketing-skills"}}

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.

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.

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.