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Revenue Inbox Return on Investment (ROI), Usage Efficiency, and User Setup Status Tools


Revenue Inbox saves up to 160 seconds per 1 email/invite, or 190 sec with Appointment scheduling. These values are based on our detailed case studies, best practices of our partners and customers, as well as in-house research.

In the latest Revenue Inbox updates, the Enterprise customers can make use of the new Revenue Inbox Admin panel feature, the ROI (Return on Investment) dashboard. The tools it includes provide useful insights on Revenue Inbox’s overall effectiveness based on actual Add-In / Chrome Extension use data and other indicators specific to your company, as well as practical hints on improving its effectiveness further by enabling of all its functions for all end users involved.

Factors for decision-making and RI usage optimization you can learn from the ROI dashboard:

  • Revenue Inbox overall use statistics in your company
  • Figures reflecting work time and money saving contributed by Revenue Inbox
  • The extent of completeness of Revenue Inbox setup among the users
  • Hints for further RI use efficiency improvements
  • Potential scope of expansion of Revenue Inbox use in your company


Revenue Inbox Efficiency Dashboard (the ROI Study Admin panel tab)


Avg. annual salary of a RI user: A customer-specified value: a sales rep’s / other relevant specialist’s average yearly wage in your company. Note that these parameters are never shared or used anywhere outside of this ROI calculation.

Est. profit from automating “monkey job” data entry: After all parameters are set, you will see the net amount (calculated for all RI users together) of money and time that RI saves your company weekly and yearly, based on specified values and actual Revenue Inbox usage data in your Org.

Annual Revenue Inbox subscription cost: A customer-specified value: how much your company pays for Revenue Inbox annually.

The ROI indicator at the bottom of the pane shows the actual Revenue Inbox profitability ratio calculated for your company that can guide you in improving the tool’s use efficiency.

Records created/updated in Salesforce: Actual data, how many business records on average were created or updated over selected time period by a Sales rep (or another relevant specialist) via Revenue Inbox vs. directly in the CRM.

Records created by RI users; Records updated by RI users: Detailed data: total records created by your Sales reps or other specialists via RI and directly in the CRM over the period you selected, sorted per record category.


In the latest RI updates the ROI Study page also displays the number of Contacts and Leads auto-created in Salesforce by Revenue Inbox.


Revenue Inbox Users Status Dashboard (the Health Status Admin panel tab)


Provisioning status: This graph displays the ratios of CRM users in your Org with regard to their Revenue Inbox use status.


Clicking on numbers in the dashboard will bring you to the Users tab, so you can monitor and fix their sync setup.

Sync status: This graph displays the ratios of Revenue Inbox users in your Org with regard to their RI sync use status. Click on a user category to view specific users.


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