Roiva
Product
Customer Support Deflection and the capacity it frees
Sales Tie AI tools to closed-won revenue
Finance Audit-grade ROI for the CFO
Operations Run AI initiatives like a portfolio
Engineering What AI coding assistants give back
Integrations Pricing Start free
AI ROI for Sales

Attribute won deals to your AI initiatives, by a rule you can audit.

Roiva ties won deals to your AI by a CRM field or deal-name pattern your RevOps lead sets, and books what they bring in at your margin, not the top line.

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Measure up to 5 initiatives free No card, no expiry

The problem

Reps love new AI tools. Your CFO wants deal-level evidence — which deals your team marked as AI-assisted, what margin they brought in, and what the CAC offset actually looks like.

Worked example

One quarter of AI lead scoring, line by line

Illustrative figures, not a customer's: a B2B sales team on Salesforce scoring every inbound lead with AI.

  1. 1

    Measure the change against your own baseline

    The win rate is deals won ÷ deals decided, won plus lost, from your CRM. The baseline is the same figure for the three months before rollout. Open pipeline isn't the base: an open deal would be counted again every month until it closed.

    Deals decided this quarter 200
    Win rate, the three months before rollout 22%
    Win rate this quarter 25%
    Deals won that the old win rate would have lost 6
  2. 2

    Credit only the AI's share, at your margin

    Pricing, competitors and deal mix move a win rate too, so your RevOps lead sets the share the AI gets credit for. Roiva ships no default, records who set it and when, and holds every entry that reads it for a person's approval. Revenue isn't return either: it's booked at the contribution margin finance sets.

    Revenue from those 6 deals, at $48,000 each $288,000
    Share credited to AI scoring 40%
    Contribution margin 35%
    Cash value $40,320
  3. 3

    Value a faster close as money arriving sooner

    A deal that closes 8 days sooner is the same deal, not a new one. What it's worth is your cost of capital on its margin for those days, at the same share.

    Deals won this quarter 50
    Days the sales cycle shortened, 74 to 66 8
    Cost of capital, a year 9%
    Cash value $663
  4. 4

    Count rep hours as capacity, not cash

    Reps spend less time qualifying leads the AI already scored. They're paid the same, so the hours are freed capacity beside the ROI, until a hire you didn't make shows they became cash.

    Leads scored 3,600
    Minutes qualifying a lead, before and after 6 → 2
    Rep cost per hour $60
    Freed capacity $14,400
  5. 5

    Set it against everything the AI costs

    CRM seats aren't counted: you pay for them either way. The tool's invoice reaches the initiative from your books through a vendor mapping.

    Lead scoring tool, for the quarter $15,000
    Model usage for scoring, from OpenAI's Admin API $2,400
    RevOps time building the scoring field: 60 hours × $75 $4,500
    Total cost $21,900
Cash value
$40,983
Cost
$21,900
Cash ROI
87%
Capacity not yet cash
$14,400
Beside the ROI, not in it

Booked as top-line revenue with all the credit going to the AI, the same quarter reads 1,215%. The difference is the share and the margin, each set by a named person and on the record.

None of it counts until a person approves it. Each figure keeps its versioned formula and a snapshot of its inputs, and the share and margin keep who set them and when. How Roiva calculates value →

What a reviewer sees in Roiva

Steps 1 and 2 as Roiva calculates them: the formula, every figure it read with its source, the baseline from before rollout, and the share and margin with who set them and when. Because it reads a share, it waits in Approvals for a person.

The formula inputs of a Roiva revenue entry for Win Rate Revenue Uplift: the expression, CRM readings each with its date and source, the baseline win rate, and the share credited to the initiative and the contribution margin, each with who set it and when.
The win-rate step above as a revenue entry in Roiva's demo account, a fictional company.

Example initiatives

What teams are tracking with Roiva

A few of the initiative templates ready to deploy from the in-app library. Each ships with its formulas and the integrations it reads, and takes its baseline from your own history where your systems hold it.

AI lead scoring

Compare lead-to-opportunity conversion against the baseline you declared before rollout. Attribute closed-won deals by deal-name pattern or custom CRM field.

AI proposal generation

Measure cycle-time reduction. Rep hours saved are freed capacity, reported beside the margin on won deals and never added to it.

Conversation intelligence

Compare win rate and sales-cycle length against their pre-rollout baselines, then map specific coached deals to closed-won.

Connects to

Works with the systems you already run

The integrations most relevant to Sales initiatives, and what Roiva does with each one.

Salesforce

Roiva shows whether Agentforce and your AI sales tools are paying back, booking Salesforce deals and AI-handled conversations at your margin.

HubSpot

Roiva shows whether your AI sales and marketing tools are paying back, pricing the change in HubSpot win rate, sales cycle and lead conversion in dollars.

Pipedrive

Roiva books the Pipedrive deals your AI tools helped win, by a custom field you set, at your margin, and prices the change in win rate and sales cycle.

OpenAI

Roiva books OpenAI spend to the initiative that ran it, project by project, so each AI initiative's ROI is net of what its models actually cost.

Anthropic

Roiva books Anthropic's Claude spend to the initiative that ran it, workspace by workspace, and prices Claude Code's accepted edits as developer time freed.

See all 30+ AI ROI integrations

Common questions

AI ROI for Sales — FAQ

How does Roiva attribute closed-won deals to AI initiatives?
Roiva pulls won deals from your CRM (Salesforce, HubSpot, Pipedrive) and uses one of two attribution paths. The simple path: deal-name substring matching — configure 'Acme' → initiative X, and every won 'Acme Corp - Enterprise' deal attributes automatically. The higher-fidelity path: custom-property filtering — set a roiva_initiative (or any custom field) on your CRM deals and Roiva matches exactly. Custom-property attribution takes precedence over deal-name when both are set, so the deal-name path is your fallback while you adopt the field.
Does Roiva handle recurring revenue correctly?
Yes — every deal-mapping carries a recognition basis. One-time (default) records the deal amount on the close date. A recurring deal is booked as it's earned, the way your revenue is recognized: annual recurring (ACV) books ACV ÷ 12 each month and monthly recurring (MRR) books the MRR each month, for the 12 months from the close date. The close month counts by its days, and the 12 months add up to the contract's annual amount. Each month is booked once it has ended, never ahead, and a deal that stops being won in your CRM books no further months. A recurring deal whose year was approved before October 2026, when Roiva booked a year at close, keeps that approved entry; send it back and the next sync replaces it with its months. Renewals are new deals — they re-attribute automatically. Either way the entry books the revenue at your contribution margin, what's left after the costs that grow with a sale, because a deal's value is revenue, not return. Roiva ships no default margin: until your Finance team sets one, for the account or for one initiative, won deals book nothing. The sales formulas book at the same margin.
Which CRMs does Roiva integrate with for sales ROI tracking?
Salesforce, HubSpot and Pipedrive. From each, Roiva syncs won and lost deals, deal value, win rate and sales cycle, reading the custom field you name to tie deals to an initiative; HubSpot adds lead conversion. Only won deals tied to an initiative become value. Open and lost deals stay readings: a pipeline is a forecast, not a result.
Can I attribute deal velocity improvements to specific AI tools?
Yes, by a rule you state rather than an experiment. Roiva does not split reps or pipeline into test and control groups, and it does not claim the tool caused the change. It gives you two things. Deal-level attribution ties specific won deals to the initiative by deal name or a custom CRM field. And the sales-cycle formulas compare average cycle length after rollout against a baseline you declared before it, recorded with its window, sample size, and method. How much of that change the tool gets credit for is a share your team sets on the initiative, because buyers' budgets, pricing and the market move a sales cycle too. Roiva ships no default for it, records who set it and when, and holds every entry that reads it for a person's approval, so it can be challenged and re-run. A deal that closes sooner is the same revenue arriving earlier, so those formulas book what the earlier cash is worth, its margin at your cost of capital for the days saved, and never the days of revenue themselves.
How do I handle the cost side of an AI sales initiative?
Seats and tool invoices from your books, token spend from Anthropic and OpenAI, and internal labor are cost entries on the initiative. Cash ROI nets that cost against cash value only. Rep hours saved are freed capacity, reported beside it and never added in.

Measure your first AI initiatives in Roiva, free.

Measure up to 5 initiatives at a time on your own data, list every idea you're weighing, and keep it all when you measure more. No card, no expiry.

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