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Returns (ROI / CAC)

Report type key: financial_returns_markdown
Configuration type: Financial
Group: Financial

ROI, ROAS, CAC, payback, observed LTV, and LTV:CAC from mapped cost/investment.

How to get it

  1. Create and save a Financial configuration.
  2. Enable: Financial family returns — cost/investment mapped.
  3. Run the job and wait until completed.
  4. Open Reports (/reports), select that job, and choose this type.

Markdown viewer: /markdown/JOB_ID/financial_returns_markdown
API: GET /reports/JOB_ID/financial_returns_markdown

The family was off, mappings were incomplete, or the step failed. Check job logs and Analysis & LLM. Skipped Financial KPIs mean unmapped fields, not zeros.

How to read

ROI is never invented from revenue alone. CAC requires the investment role — mapped COGS alone is not CAC. Skipped ROI means unmapped spend, not a failed campaign.

Companion artifacts

KeyArtifact
financial_returns_markdownMarkdown report
financial_returns_notebookJupyter notebook

Markdown, notebook, and graphs for the same family usually land together. JSON feeds Analysis Insights.

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