How do I set my ROI assumptions (labor cost, ticket value)?

The Estimated value shown on dashboards uses a few business assumptions — your hourly labor cost, your average ticket value, and a couple of others. Set them in Settings (under ROI & Actions in a client portal) so the value estimate reflects your business. Leave any field blank to use SuperLedger's standard assumption.

Before you start: an admin role (in a client portal, the ROI settings are admin-only).

What you can set

  • Hourly labor cost — your average fully-loaded cost per employee (including taxes and benefits). Used to estimate staff time freed.
  • Average ticket value — typical revenue from one new customer. Used to estimate revenue protected from after-hours calls.
  • Lost-call rate — of calls that would have gone to voicemail after hours, the share you'd expect to lose entirely.
  • Wrap-up minutes per call — extra admin minutes your team saves per call the AI handles.

Steps

  1. Open Settings (in a client portal, go to the ROI & Actions tab).
  2. Enter your values and save. A live preview shows the effect on a recent period. 📷 Screenshot coming soonROI assumptions fields with the live preview

What happens next

The Estimated value card recalculates with your numbers. Until you set a field, SuperLedger uses a standard assumption and labels the card so you know defaults are in play.

How it works

These assumptions feed the revenue and labor parts of the value estimate; the third part — outcomes created — uses the per-action dollar values set in ROI Values. See How is Estimated Value / ROI calculated?.

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