This guide shows you how to create ROI reports, add your expenses, and see how your revenue and costs turn into a clear performance score.
How to create a ROI report
Set up leads filters
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Go to Insights → ROI and click + NEW REPORT.
Important: You can create up to 25 ROI reports in your account.
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In the Revenue section, click + Add a condition.
- Choose the filters that define which leads the cost applies to. You can filter by:
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Date — Includes leads by creation date. This is used to calculate ROI and campaign effectiveness.
- Tags
- UTM tags
- Any pipeline filters
- Any custom fields previously added to your account
Note: Setting up your audience correctly is important because it directly affects how your ROI is calculated. It helps you:
- focus only on the leads you want to measure
- link your costs to the right group of leads
- compare how different channels or sources perform
- see the impact of a specific campaign or feature
- understand why your revenue changed.
- Once you add your filters, you’ll see the following values:
- Leads that match your selected conditions
This shows how many leads fall into the group you’re analyzing. Filtering matters because ROI is calculated only from the leads you include.
For example, if you run a one-week ad campaign, you can filter by its date range and UTM tag to see leads from that campaign and track how they move toward Won. A short deal cycle lets you see ROI sooner; a longer cycle means you’ll monitor the same report over time.
- Won leads without a Sale value (not included in total revenue)
This shows how many Won leads are missing a Sale amount. Since ROI depends on this value, missing amounts will lead to incomplete revenue.
Click the lead link and fill in the missing amount in the Sale field to keep your revenue and ROI accurate.
This is the total revenue generated by all the leads in your report. It’s based on the Sale values in your Won leads and updates automatically as you fill them in.
It helps you understand how much this group of leads has earned, which is essential for calculating your ROI.
Create an investment
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In the Investments section, click Add an investment.
- A pop-up window will open. Fill in the following fields:
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Report name (required)
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Select a cost type — You can choose between:
Total: A fixed amount. All Total costs are added together. (For example: If you add Paid Ads Cost = $300, Customer Support Cost = $100, Influencer Marketing Cost = $150 and Affiliate Commission Cost = $50, your Total cost = $500.)
Unit: The cost per lead applied to your entire filtered sample. (For example: If your report includes 50 leads and you set Unit = $5, Kommo multiplies 50 × 5 = $250.)
Important: You can add up to 50 investments per report.
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Click Save in the pop-up.
Back on the report page, you’ll see your new investment in the Investments section.
This section also shows your Total investment amount, which updates automatically each time you add one.
Note: If you want to make changes to one of your investments, just click the value you’d like to edit.
After saving, you’ll go back to the ROI section and see your report in the list.
If you need more help with setup or troubleshooting, feel free to reach out to our support chat or contact us via WhatsApp. You can also hire a Kommo partner to do all the hard work for you.
