> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure the ROI step

> Configure the MDF ROI step: build the ROI form, set CRM automations, approval gates, the reporting window, and enable or disable the step per project.

> The ROI step is where a partner reports what the activity produced. Configuring it decides what outcomes they submit, how they land in your CRM, who reviews them, and by when. This guide sets up the whole step from the fund's edit mode.

Partner-reported ROI complements the real-time ROI a fund tracks from CRM data. The ROI step captures the partner's own outcomes through a form, records them against the project, runs them through approval, and bounds them with a reporting window - all no-code, and switchable off if you only track ROI from CRM data.

## What you'll achieve

An ROI step where partners report outcomes through a form, the results land against the project in your CRM, an AI review plus your approvers accept them, and a reporting window keeps them timely.

## Before you start

<Steps>
  <Step title="Have a funded project">
    ROI is reported against an approved, funded project.
  </Step>

  <Step title="Decide your real-time ROI tracking too">
    Partner-reported ROI pairs with CRM-based tracking. See [Track ROI on a fund](./track-roi-on-a-fund).
  </Step>
</Steps>

## Watch it

<Tabs>
  <Tab title="Video">
    <video controls playsInline preload="none" poster="https://assets.introw.io/docs/features/mdf/roi/guides/configure-the-roi-form/steps/01.png?v=1787342005" className="w-full rounded-xl" src="https://assets.introw.io/docs/features/mdf/roi/guides/configure-the-roi-form/video.webm?v=1787342005#t=2.5" />
  </Tab>

  <Tab title="Click through">
    <iframe className="w-full rounded-xl" style={{ width: "100%", aspectRatio: "16 / 11", border: 0, backgroundColor: "#FAFAFA" }} src="https://assets.introw.io/docs/features/mdf/roi/guides/configure-the-roi-form/walkthrough.html?v=1787342005" />
  </Tab>
</Tabs>

## Steps

### Open the ROI step

<Steps>
  <Step title="Open the fund in edit mode">
    Go to [Marketing Funds](https://app.introw.io/marketing-funds), open the fund, and use **Configure**. Open the **ROI** step. A switch at the top turns it off if you only track ROI from CRM data.

    <Frame>
      <img src="https://assets.introw.io/docs/features/mdf/roi/guides/configure-the-roi-form/steps/01.png?v=1787342005" alt="Open the fund in edit mode" />
    </Frame>
  </Step>
</Steps>

### Build the ROI form

<Steps>
  <Step title="Confirm the intake form">
    The **Intake form** section shows the ROI form bound to the step. Select **Go to form** to open it in the no-code builder.

    <Frame>
      <img src="https://assets.introw.io/docs/features/mdf/roi/guides/configure-the-roi-form/steps/03.png?v=1787342005" alt="The ROI form captures the outcomes partners report; Go to form opens the builder." />
    </Frame>
  </Step>

  <Step title="Capture the outcomes">
    On the **Form builder** tab, shape the fields partners report against - results, metrics, and a summary of what the activity produced. Fields are drag-in, no code.
  </Step>

  <Step title="Map the results to the CRM">
    On the **Automation** tab, the form's automation maps each field to a CRM property and records the reported outcomes against the project. See [CRM Automations](/features/forms/crm-automations).
  </Step>
</Steps>

### Set the approval gates

<Steps>
  <Step title="Turn on the AI review">
    Enable the agentic review so complete, well-evidenced reports clear automatically above a certainty threshold, and the rest escalate.
  </Step>

  <Step title="Add sequential human acceptance steps">
    Under **Acceptance steps**, use **Manage acceptance steps** to set who reviews reported ROI, in order. Each approver can be a person, a partner-team role, or anyone; each step must accept before the next.
  </Step>
</Steps>

### Set the reporting window

<Steps>
  <Step title="Set the reporting window">
    Set the **ROI reporting window** - when partners must report outcomes, relative to the activity date or as a fixed date - then **Save**.

    <Frame>
      <img src="https://assets.introw.io/docs/features/mdf/roi/guides/configure-the-roi-form/steps/05.png?v=1787342005" alt="The reporting window bounds when partners must report outcomes." />
    </Frame>
  </Step>
</Steps>

## Verify it worked

Open the ROI step and confirm its form, acceptance steps, and reporting window are set. A test ROI report against a funded project lands against the project, runs the AI review, and routes to your approvers.

## Related

<CardGroup cols={2}>
  <Card title="Track ROI on a fund" icon="book-open" href="./track-roi-on-a-fund">
    Track real-time ROI from CRM data, alongside partner-reported outcomes.
  </Card>

  <Card title="Run the MDF lifecycle" icon="book-open" href="/features/mdf/projects/guides/run-the-mdf-lifecycle">
    Operate the whole flow, from proposal through reimbursement.
  </Card>

  <Card title="CRM Automations" icon="arrows-rotate" href="/features/forms/crm-automations">
    How the ROI form maps and records against the project.
  </Card>
</CardGroup>