Understand the revenue impact of your Synaptiq AI agent with monthly ROI reporting and pipeline value tracking.
The ROI Report gives you a clear picture of the revenue impact your Synaptiq AI agent is generating — qualified leads created, pipeline value added, meetings booked, and estimated return relative to your subscription cost.
Navigate to Admin Dashboard > Analytics > ROI Report to view the report.
The ROI Report calculates your AI agent's performance across three key dimensions:
| Metric | Description |
|---|---|
| Pipeline created | Total deal value of all qualified leads in the period |
| Meetings booked | Number of calendar bookings made through the widget |
| Estimated ROI | Pipeline created ÷ subscription cost, expressed as a multiplier |
The report defaults to the current billing month. Use the date picker to view historical periods.
Pipeline value is calculated by multiplying the number of qualified leads by your average deal size:
Pipeline Value = Qualified Leads × Average Deal Size
For example, if you had 40 qualified leads in a month and your average deal size is $15,000:
Pipeline Value = 40 × $15,000 = $600,000
This is a top-of-funnel estimate. It reflects the potential pipeline Synaptiq added to your funnel, not closed revenue.
Pipeline value gives you an apples-to-apples comparison against your Synaptiq subscription cost. If you spent $997/month on the Growth plan and generated $600,000 in pipeline, your AI agent is working at 600x return on investment before accounting for your close rate.
The ROI Report defaults to $10,000 as the average deal size. Set this to your actual average to get accurate pipeline calculations.
The ROI Report recalculates immediately using the new value. Historical periods are recalculated too — the average deal size applies globally, not per period.
Where to find your average deal size:
The full monthly ROI report includes:
A visual funnel showing conversion at each stage:
Visitors who opened the widget
↓ (x%)
Visitors who sent at least one message
↓ (x%)
Leads who provided contact info
↓ (x%)
Leads who qualified
↓ (x%)
Leads who booked a meeting
Each stage shows the absolute count and the conversion rate from the previous stage. Click any stage to see the individual leads at that step.
A table and chart showing daily qualified leads, meetings booked, and pipeline value. Useful for identifying which days of the week or times of month produce the most high-quality leads.
The report shows month-over-month comparison for all key metrics:
The ROI Report includes industry benchmarks to contextualize your performance:
| Metric | Industry Average | Top Quartile |
|---|---|---|
| Widget open rate | 4–6% of page visitors | >10% |
| Conversation-to-lead rate | 20–30% | >40% |
| Lead qualification rate | 25–35% | >50% |
| Lead-to-meeting rate | 15–25% | >35% |
If you're below the average in a specific stage, Synaptiq surfaces recommendations. For example, a low widget open rate suggests trying proactive triggers to open the chat automatically for engaged visitors.
Click Export PDF to download a formatted report suitable for sharing with leadership or investors.
The PDF includes:
Click Export CSV to download the underlying data for further analysis in Excel or Google Sheets.
To receive the ROI Report via email at the end of each billing cycle:
The report emails automatically on the last day of your billing cycle.
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