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
Important: How Total Value of Won Opportunities is Calculated
Opportunities are only included in campaign ROI calculations if both of following are true:
- The campaign is listed as the opportunity’s primary campaign source.
- 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”.