How do I set the dollar value of actions in a portal?
Each client portal shows an estimated value from the outcomes your AI creates (booked appointments, captured leads, and so on). To set what each action is worth, open the portal's ROI Values dialog from the Portals page and enter a dollar amount per action. Clients see the resulting totals on their dashboard but can't change the values.
Before you start:
- A portal with a client login provisioned (the ROI Values button appears once a portal has a login).
- Admin or owner role.
Steps
- Click Portals in the sidebar.
- On the client's portal card, click ROI Values.
- Enter the dollar value for each action. 📷 Screenshot coming soonROI Values dialog with per-action dollar inputs
- Save.
What happens next
The portal's Estimated value card uses your values to total the outcomes the AI created for that client. The dialog explains it directly: "Dollar value attributed to each action in this portal's reports. Clients see the resulting totals but can't change the values."
How it works
This sets the Outcomes created stream of the portal's ROI estimate. The other two streams — revenue protected from after-hours calls, and staff time freed — come from your ROI assumptions (labor cost, ticket value). See How is Estimated Value / ROI calculated? and How do I set my ROI assumptions?.