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Where it lives

ROI sits under MDF, at Marketing Funds.
An ROI report a partner filed against a funded activity, with the results they reported back for the spend.

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Before you start

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How it works

ROI is tracked two ways on a fund. Partners report outcomes through the ROI form, and Introw tracks real-time ROI from CRM data by attributing the objects a project produced (typically deals) to that project and aggregating them. You choose the aggregation: count of objects times a value per unit, or sum of a property (like deal amount). Filters scope which records count. The result updates live and surfaces on the project and in reports and dashboards.

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Settings & configuration

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Real-time ROI tracking

On the fund’s ROI settings, choose the object type to attribute (for example deals), the aggregation (count of objects or sum of a property), the value per unit or the property to sum, and any filters that scope which records count toward the fund.

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The ROI form

Partners report qualitative and quantitative outcomes through the ROI form. Edit it no-code and map its fields to the CRM like any other step.

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ROI reporting window

Set the ROI reporting deadline on the fund’s timeline so partners report within the window you expect. The ROI step can be turned off if you only track ROI from CRM data.

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How-to guides

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Troubleshooting

Real-time ROI attributes CRM objects to the project, so the object type must be syncing and the filters must include the records you expect. The ROI reporting window can be disabled. Fund-level real-time totals are strongest with count-of-object aggregation; per-project totals support both count and sum.
The object type or filters exclude the records; widen the filter.
The ROI window is disabled or has closed.