Overview

The article provides a step-by-step guide on how to update Return on Investment (ROI) values within an Advocate Program's ROI Table and Dashboard. It details navigation to the settings, understanding the default values, and the process for modifying these values, including the option to apply changes retroactively or only to future data.

 

Information

You can update the ROI Values displayed on the ROI Table and the ROI Dashboard by clicking on 'Go to ROI Settings'. Alternatively, you can also click on the cog wheel and click into ' Settings '.

Settings:

On the Settings page, navigate to the ROI Values by expanding 'Advocate Program' and clicking into ROI Values.

The main table shows each Acts of Advocacy Type and its default ROI Value. For example, we see that "Attend a Webinar" as a default value of $50. If we wanted to change this value or would like to see a suggestion on how to calculate the ROI value, click on Acts of Advocacy Type.

In this example, clicking on "Attend a Webinar" shows a description of the calculation, the formula and a section for you to update the value. If we want to update the ROI value of attending a webinar from $50 to a $100 we would enter the value, select if this should be applied only to future values or retroactively only. And click on Save

These updated values will be reflected on the ROI Table and the ROI Dashboard.

 

FAQ

How do I navigate to the ROI Values in the Advocate Program settings?

Navigate to the ROI Values by going to the Settings page, expanding 'Advocate Program', and clicking into ROI Values.

Where can I find the default ROI Value for an Act of Advocacy such as attending a webinar?

The default ROI Value for each Act of Advocacy can be found in the main table on the ROI Values page, where each type is listed alongside its default value.

How can I modify the ROI Value for an Act of Advocacy?

Click on the relevant Acts of Advocacy Type, enter the new ROI value in the provided section, decide if the change should be applied retroactively or only to future values, and click on Save.

Will changes to the ROI Values be automatically reflected in the ROI Table and Dashboard?

Yes, once you save the changes, they will be updated and reflected in both the ROI Table and the ROI Dashboard.

Is there a way to get a suggestion on how to calculate a new ROI value?

Yes, by clicking on the relevant Acts of Advocacy Type, you can view a description of the calculation and the formula, which can help suggest how to calculate a new ROI value.