Branded ROI Report (PDF)
Generate a stakeholder-ready PDF showing site-driven revenue, channel attribution, and funnel metrics.
What's in the report
The ROI Report is a branded PDF designed for board meetings, investor decks, and stakeholder presentations. It pulls data from your Outcomes Dashboard, Visitor Intelligence Engine (where present), and CRM-synced placement data to show: • Monthly revenue time-series with cumulative ROI line and break-even marker • Channel attribution (which marketing channels drove the most placement revenue) • Outcomes Funnel (Page Views → Leads → Applications → Placements) with stage-to-stage conversion rates • Site Health Score and AEO Score (Fusion only)
Generating a report
From Tenant Admin → Analytics → ROI Dashboard, click 'Generate ROI Report'. Choose the date range (default: last 90 days), the recipient (used in the cover page greeting), and which sections to include. The PDF generates in 10-30 seconds and downloads directly to your machine.
Generate a fresh report for every quarterly board meeting. The cover-page revenue figure does the talking before anyone reads page two.
Customising the brand
Reports automatically apply your tenant brand: logo, primary colour, fonts, and footer disclaimer. To override per-report (e.g. for a co-branded investor deck), pass overrides via the report dialog: custom logo, custom colour, custom footer text.
Sharing and archiving
Generated reports are stored under Analytics → Reports History for 12 months. Each report has a permalink you can email directly to stakeholders without re-downloading. Recipients don't need a Redsun login — the link is signed and expires after 30 days unless you re-share.
Reports include placement values and visitor identity data. Treat the URL like the underlying spreadsheet — don't post it publicly.
Guide complete
You've covered all 4 steps. Check out the related guides below.
Still need help?
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