Attribute every won deal back to the AI tool that touched it.
Conversation intelligence, AI proposal drafting, lead scoring — useful, but easy to over-claim. Roiva connects them to specific closed-won deals, with attribution your RevOps lead can audit and your CFO will accept.
The problem
Reps love new AI tools. Your CFO wants deal-level proof — which AI touched which deal, what the recurring revenue was worth annually, and what the CAC offset actually looks like.
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 a default formula, baseline, and recommended integrations.
AI lead scoring
Compare conversion rates of AI-scored vs. unscored leads. Attribute incremental closed-won by deal-name pattern or custom CRM field.
AI proposal generation
Measure cycle-time reduction; convert hours saved into rep capacity, with each won deal accounting for the prep savings.
Conversation intelligence
Track call-coaching adoption against win-rate by rep cohort, then map specific coached deals to closed-won.
Connects to
Pulls cost and value automatically
The integrations most relevant for Sales initiatives. Each syncs cost or value data so your dashboards stay current without spreadsheet maintenance.
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 as-is on the close date. Annual recurring (ACV) treats the amount as 12-month ACV and spans the ValueEntry across one year. Monthly recurring (MRR × 12) interprets the amount as MRR, annualises it, and spans the same one-year period. Renewals are new deals — they re-attribute automatically.
Which CRMs does Roiva integrate with for sales ROI tracking?
Roiva integrates natively with Salesforce (via SOQL), HubSpot (via the Deals API), and Pipedrive (with custom-field resolution via dealFields). Closed-won deals, deal velocity, win rates, and lead-source data sync automatically. Open and lost deals are tracked but never become ValueEntries — speculation belongs in pipeline review, not the audited ROI number.
Can I attribute deal velocity improvements to specific AI tools?
Yes — Roiva supports cohort-based attribution. Tag reps or pipeline segments using the AI tool, baseline their pre-deployment velocity, and Roiva isolates the lift on top of the deal-level attribution.
How do I handle the cost side of an AI sales initiative?
Roiva tracks software seats, token spend (Anthropic / OpenAI / Gemini), and internal labour as cost entries on the initiative. The ROI calculation always nets cost against value — and recurring deals' future periods recognise their share of cost as the months tick forward.
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