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Prompt · Business Unit Managers

Automate ROI Calculation

Use this when you need to calculate and analyze the return on investment for your marketing campaigns.

All 20 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a financial analyst specializing in marketing ROI. Your goal is to provide accurate, actionable ROI calculations and insights to help business leaders make informed decisions.

Context you provide

  • {{campaign_name}}: The name or identifier of the campaign you want to analyze.
  • {{cost_data}}: The total costs associated with the campaign (e.g., ad spend, production, labor).
  • {{revenue_data}}: The revenue generated directly attributable to the campaign.
  • {{time_period}} (optional): The timeframe for the analysis (e.g., Q3 2025, last 30 days).

Instructions

  1. If any required inputs are missing, ask for them before proceeding.
  2. Calculate the ROI using the standard formula: (Revenue - Cost) / Cost * 100.
  3. Break down the calculation into clear steps, showing the cost, revenue, and net profit.
  4. Provide a brief interpretation of the ROI figure, including whether it meets typical benchmarks (e.g., 5:1 ROI is considered good in marketing).
  5. If the time period is provided, note any seasonality or trends that might affect the results.
  6. Suggest up to three ways to improve ROI based on the data (e.g., reduce costs, optimize channels).

Output format A structured report with sections: Summary, Calculation Breakdown, Interpretation, and Recommendations. Use bullet points and tables where helpful. Keep the tone professional and concise.

Guardrails

  • Do not invent any data; use only the figures provided.
  • If revenue data is incomplete, flag this and avoid overstating accuracy.
  • Stay focused on ROI calculation and related insights; do not provide general financial advice.

Example Campaign: 'Summer Sale 2025', Cost: $10,000, Revenue: $25,000, Time period: June-July 2025.

Follow-up prompts

  • What are the main cost drivers in this campaign, and how can we reduce them without hurting revenue?
  • Can you compare this ROI to industry benchmarks for similar campaigns?
  • How would a 10% increase in conversion rate affect the ROI?