roi-calculator
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ChineseROI Calculator
ROI计算器
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/
该Skill可帮助你根据目标和可用数据,采用多种方法计算并传达达人营销活动的投资回报。
跨领域(付费广告): 这是付费广告共用的回报计算引擎——paid-measurement-loop、attribution-reconciler和budget-optimizer会将ROAS/CPA/投资回报比委托给此处计算,而非重新计算。请将付费广告计算结果保存至路径下。memory/ad/roi-calculator/
Quick Start
快速开始
Shortest invocation:
Calculate ROI for our influencer campaign: $25K spend, $72K revenue, 2.1M reachCommon scenario — compare methods before reporting:
What's the ROI of our campaign using direct revenue, EMV, and LTV-based methods?最简调用方式:
Calculate ROI for our influencer campaign: $25K spend, $72K revenue, 2.1M reach常见场景——报告前对比多种计算方法:
What's the ROI of our campaign using direct revenue, EMV, and LTV-based methods?Skill Contract
Skill协议
- 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 containing direct ROI/ROAS, EMV, cost-efficiency metrics, attribution-modeled revenue, LTV-based ROI, by-influencer ROI, and a summary report block.
memory/influencer/roi-calculator/YYYY-MM-DD-<topic>.md - 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
- 读取:营销活动支出明细、结果数据(触达量、曝光量、互动量、点击量、转化量、收入、新客户数);若涉及LTV则读取客单价(AOV)和复购率数据,以及输出的过往表现数据。
performance-analyzer - 写入:在路径下生成ROI计算文件,包含直接ROI/ROAS、EMV、成本效率指标、归因模型收入、基于LTV的ROI、达人维度ROI,以及总结报告模块。
memory/influencer/roi-calculator/YYYY-MM-DD-<topic>.md - 推广:仅在获得单独授权后,可将带有归因窗口期、数据来源和不确定性标注的核心指标写入热缓存;仅发起计算请求不授权写入热缓存。
- 完成条件:
- 至少使用一种ROI计算方法,并展示输入数据和计算公式。
- 每个核心指标均与已声明的、带来源日期的对比目标进行对标;不得自行设定通用基准。
- 完成盈亏评估(盈利/保本/亏损)并给出1-3条建议。
- 首选后续Skill:report-generator
Handoff Summary
交接总结
Emit the standard shape from skill-contract.md §Handoff Summary Format.
请按照skill-contract.md §Handoff Summary Format输出标准格式的交接内容。
Data Sources
数据源
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:
- — reach, impressions, engagements, video views per platform for EMV and cost-per-metric math.
~~social platform analytics - — revenue, conversions, link clicks, and AOV for direct ROI and attribution.
~~ecommerce / analytics - — new-customer counts, repeat-purchase rate, and lifetime value for LTV-based ROI.
~~CRM - — per-influencer fees and tier data for by-influencer ROI.
~~influencer database
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.
该Skill属于Tier 1级别——无需实时集成即可运行。可向用户获取支出和结果数据,基于这些输入完成所有计算。若有可用连接器,可通过以下工具自动拉取数据:
- — 各平台的触达量、曝光量、互动量、视频播放量,用于EMV和单位成本指标计算。
~~social platform analytics - — 收入、转化量、链接点击量和客单价,用于直接ROI和归因计算。
~~ecommerce / analytics - — 新客户数、复购率和客户生命周期价值,用于基于LTV的ROI计算。
~~CRM - — 每位达人的费用和层级数据,用于达人维度ROI计算。
~~influencer database
即使没有任何集成,手动输入投资和结果数据后,该Skill仍可完成所有计算。各连接器类别的免费/无密钥配置方案请参考CONNECTORS.md。
Instructions
操作步骤
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.
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Gather ROI inputs — campaign details, the investment (total spend) table, and the results-data table. (template)
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Calculate direct ROI — Simple ROI = (Revenue − Investment) / Investment × 100; ROAS = Revenue / Investment. State profit and a Profitable/Break-even/Loss assessment. (template)
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Calculate Earned Media Value (EMV) — impression-based (Impressions × CPM / 1000) and engagement-based (Engagements × CPE), then average. Flag EMV as directional, not absolute. (template)
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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)
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Apply attribution modeling — run first-touch, last-touch, linear, time-decay, and position-based; recommend the model that fits the customer journey. (template)
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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)
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Calculate by-influencer ROI — per-influencer ROI/ROAS rank, investment efficiency, and ROI by tier (macro/micro/nano). (template)
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Generate the ROI report summary — investment, returns, ROI by methodology, key metrics vs. benchmark, bottom line, and 1-3 recommendations. (template)
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Produce the measured Return (R) evidence for the gateThe financial outputs from steps 1–8 are the campaign's measured Return (R) evidence for STAR: ROI/ROAS read against the declared target () and the alternative-channel baseline (
R1), CPE/CPM/CPA benchmarked on a normalized window (R3), KPI attainment versus the pre-registered target (R2), conversions attributed with a stated method and rigor (R4), and incremental impact separated from baseline where measurable (R5). Measured Return exists only atR6; a forecast read has noassessment_time: actual–R1. Label each figure Measured / User-provided / Calculated / Estimated.R6Hand 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: reportresults-unverified/R1/R2as low-confidence and make no attributable-return claims. These financial numbers are consumed as R evidence; they are not themselves an SQS.R5For 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. -
Persist only with permission — save under(or the paid path) only after authorization; request separate authorization for hot-cache promotion.
memory/influencer/roi-calculator/
当用户请求ROI计算时,请按照以下步骤执行。每个步骤在references/roi-templates.md中都有填充模板——请将步骤编号链接到对应模板模块。
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收集ROI输入数据 — 营销活动详情、投资(总支出)表和结果数据表。(模板)
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计算直接ROI — 简单ROI公式:(收入 − 投资) / 投资 × 100;ROAS公式:收入 / 投资。计算利润并给出盈利/保本/亏损评估。(模板)
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计算Earned Media Value (EMV) — 基于曝光量的计算方式(曝光量 × CPM / 1000)和基于互动量的计算方式(互动量 × CPE),取两者平均值。需标注EMV仅为趋势性参考,非绝对数值。(模板)
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计算成本效率指标 — CPM、CPR、CPE、CPV、CPC、CPA和CAC。仅与已声明的、带来源日期且市场、周期、归因基准匹配的目标进行对标;否则仅描述指标并标注对标待完成。(模板)
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应用归因模型 — 运行首次触点、末次触点、线性、时间衰减和位置加权模型;推荐符合客户转化路径的模型。(模板)
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计算客户生命周期价值影响 — 基于LTV的ROI公式:(新客户数 × 平均LTV − 投资) / 投资;预测短期vs长期回报,并对比付费/自然流量的客户质量。(模板)
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计算达人维度ROI — 按达人维度排序ROI/ROAS、投资效率,以及按达人层级(头部/腰部/尾部)划分的ROI。(模板)
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生成ROI报告总结 — 包含投资、回报、各方法计算的ROI、核心指标对标基准、盈亏结论和1-3条建议。(模板)
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生成用于审核的回报(R)证据步骤1-8的财务输出即为营销活动的可衡量回报(R)证据,用于STAR体系:ROI/ROAS与已声明目标()和其他渠道基准(
R1)对标;CPE/CPM/CPA按标准化周期对标基准(R3);关键绩效指标(KPI)与预设目标对比(R2);转化量采用明确方法和严谨性归因(R4);可衡量的增量影响与基线区分(R5)。可衡量回报仅在R6时存在;预测数据无assessment_time: actual–R1。需为每个数据标注「可衡量/用户提供/计算得出/估算」。R6请将该回报证据提交至creator-content-auditor审核环节——该环节会将R纳入完整的STAR实际运行流程,并计算基于权重的SQS。本Skill不运行评分器或输出综合评分。未验证的转化量需标记:将results-unverified/R1/R2标注为低置信度,且不得做出归因回报相关声明。这些财务数据仅作为R证据使用,并非SQS评分本身。R5对于多达人营销活动,审核环节会单独评估每个达人合作项目;可按预算权重计算各合作项目SQS的平均值来总结活动,但不得替代单个项目的诊断。本Skill提供各合作项目的回报证据,但不进行汇总或生成综合评分。 -
仅在获得许可后保存数据 — 仅在获得授权后,将数据保存至(或付费广告路径);写入热缓存需单独申请授权。
memory/influencer/roi-calculator/
Example
示例
User: "Calculate ROI for our influencer campaign: $25K spend, $72K revenue, 2.1M reach"
Output:
markdown
undefined用户:"Calculate ROI for our influencer campaign: $25K spend, $72K revenue, 2.1M reach"
输出:
markdown
undefinedROI Calculation Summary
ROI Calculation Summary
Investment & Returns
Investment & Returns
| Item | Value |
|---|---|
| Total Investment | $25,000 |
| Direct Revenue | $72,000 |
| Total Reach | 2,100,000 |
| Item | Value |
|---|---|
| Total Investment | $25,000 |
| Direct Revenue | $72,000 |
| Total Reach | 2,100,000 |
ROI Results
ROI Results
Direct ROI
Direct ROI
- Profit: $47,000
- ROI: 188%
- ROAS: 2.88:1
For every $1 spent, you generated $2.88 in revenue.
- Profit: $47,000
- ROI: 188%
- ROAS: 2.88:1
For every $1 spent, you generated $2.88 in revenue.
Earned Media Value
Earned Media Value
- EMV (directional scenario at a declared $8 CPM): $16,800
- EMV Multiple: 0.67x
- EMV (directional scenario at a declared $8 CPM): $16,800
- EMV Multiple: 0.67x
Cost Efficiency
Cost Efficiency
- CPM: $11.90
- CPA: Unknown (conversion count was not supplied)
- CPM: $11.90
- CPA: Unknown (conversion count was not supplied)
Assessment: Profitable on the supplied direct-revenue basis
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](references/roi-templates.md#benchmark-evidence-template).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.
带来源日期的基准证据模板请参考[references/roi-templates.md#benchmark-evidence-template](references/roi-templates.md#benchmark-evidence-template)。Reference Materials
参考资料
- 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.
- references/roi-templates.md — 所有操作步骤的填充模板、示例和基准证据输入模板。
- measurement-protocol.md — 对比对照组在回访周期内的ROI和回报(R)差异;请勿过度归因。
- skill-contract.md — 通用协议和交接总结格式。
- state-model.md — 内存层级和保存路径规范。
- CONNECTORS.md — 各连接器类别的免费/无密钥配置方案。
- STAR评分:star-benchmark.md — 本Skill生成的证据将用于STAR体系的回报(R)维度,审核环节将计算基于权重的SQS评分。
- performance-analyzer — 提供本Skill所需的结果数据。
- report-generator — 将这些数据整合为完整报告。
- budget-optimizer — 使用ROI输出结果重新分配预算。
- campaign-planner — 设置ROI目标,用于对标计算结果。
Next Best Skill
推荐后续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.
首选:report-generator — 将ROI数据转化为面向利益相关者的完整报告。
备选(同属报告类):
- performance-analyzer — 若ROI计算暴露数据缺口,可返回此Skill进行更深入的表现分析。
- budget-optimizer — 将达人维度和层级维度的ROI数据用于下一轮预算分配。
终止说明:记录本次会话中已调用的Skill。若首选后续Skill已运行过,则停止并报告流程完成,避免重复调用。单条流程链最多跳转3次后停止。