How is Estimated Value / ROI calculated?
The Estimated value card on your dashboards adds up three kinds of value your AI creates: the outcomes it produced (like booked appointments and captured leads), the revenue protected by answering calls that would otherwise have been missed, and the staff time freed by handling calls your team didn't have to. It uses your own business assumptions, which you can view and adjust in settings.
What it tells you: a dollar estimate of the value your AI is delivering.
What goes into it
- Outcomes created — the value of the actions your AI completed. You set what each action is worth (see How do I set the dollar value of actions in a portal?).
- Revenue protected — value from calls the AI answered that would otherwise have gone unanswered (for example, after hours).
- Staff time freed — the labor value of calls the AI handled so your team didn't have to.
The revenue and labor pieces use your ROI assumptions — things like your average ticket value and hourly labor cost. You can set these so the estimate reflects your business; until you do, SuperLedger uses standard assumptions and clearly labels the card as such.
Where you'll see it
The Estimated value card on the client portal dashboard and the all-time Lifetime Impact card.
Common questions
- Where do the numbers come from? Your ROI assumptions plus the actions and calls SuperLedger recorded. Set your assumptions in settings for the most accurate estimate — see How do I set my ROI assumptions?.
- Why does it say "using standard assumptions"? You haven't set your own values yet, so defaults are being used. Add yours to tailor the estimate.
- Is the labor estimate inflated by long transferred calls? No — the staff-time-freed estimate is based on calls the AI handled on its own, not transferred calls.