--- title: "Create ROI reports" slug: "create-roi-reports-1" description: "Learn how to create ROI reports in Kommo to track your revenue, measure your costs, and understand which efforts bring real results." status: "update" updated: 2026-08-12T10:49:36Z published: 2026-08-12T10:49:36Z canonical: "support.kommo.com/create-roi-reports-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.kommo.com/llms.txt > Use this file to discover all available pages before exploring further. # Create ROI reports > [!NOTE] > **What you’ll need:** > > - An active Kommo plan (Base, Advanced, Pro, or Enterprise) or a **14-day trial**. > > **Keep in mind:** > > - You can create up to **25 reports** per account. > - Each report can include up to **50 investments** in the table. 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 1. Go to **Insights → ROI** and click **+ NEW REPORT**. ![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/roi-reports-hub--spokes-1-image-z51keieh.png) > [!WARNING] > **Important:** You can create up to **25 ROI reports** in your account. 1. In the *Revenue section*, click **+ Add a condition**. 2. Choose the filters that define which leads the cost applies to. You can filter by: - **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] > **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. ### 1. 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. 1. Click the lead link and fill in the missing amount in the **Sale** field to keep your revenue and ROI accurate.![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/roi-reports-hub--spokes-1-image-jqjshmzd.png) ### - **Revenue** This is the total revenue generated by all Won leads in your report. It’s based on the Sale values of successfully closed leads and updates automatically as you fill them in. It shows how much this group of leads has already earned, which is essential for calculating your actual ROI. - **Potential revenue** This is the total value of all active leads currently in progress that match your report filters. It excludes both Won and Lost leads. It helps you estimate the additional revenue you could generate if all remaining active leads are successfully closed.//updated picture:![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/roi-reports-hub--spokes-1-image-5r2q3yvz.png) ### Create an investment 1. In the *Investments section*, click **+** **Add an investment**.![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/roi-reports-hub--spokes-1-image-vspdroax.png) 2. A pop-up window will open. Fill in the following fields: - **Report name** (required) - **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*.)* - **Enter cost amount**![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/roi-reports-hub--spokes-1-image-ojklmr1i.png) > [!WARNING] > **Important:** You can add up to **50 investments** per report. 1. Click **Save** in the pop-up. Back on the report page, you’ll see your new investment in the *Investments* section.![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/roi-reports-hub--spokes-1-image-kp1vygdr.png) This section also shows your **Total investment** amount, which updates automatically each time you add one.![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/roi-reports-hub--spokes-1-image-3l6thp3x.png) > [!NOTE] > **Note:** If you want to make changes to one of your investments, just click the value you’d like to edit.![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/roi-reports-hub--spokes-1-image-jvxddcp5.png) 1. Click **Save** again**.**![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/roi-reports-hub--spokes-1-image-3wjtz1l2.png) After saving, you’ll go back to the *ROI section* and see your report in the list.![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/roi-reports-hub--spokes-1-image-w8sp0xf9.png) ## Related - [ROI reports overview](/roi-reports-hub-spokes.md) - [Measure client satisfaction with Net Promoter Score (NPS)](/use-net-promoter-score-nps-in-kommo.md) - [Analytics and reports overview](/manage-stats-in-kommo.md)