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ROI Reporting

Use Lido to set up ROI Reporting for your company in under 5 minutes. Enter your details below to get started for FREE!

  • Import Data from Quickbooks, Freshbooks & More.
  • One Click Data Import via APIs
  • Easily Embed or Share
  • Pre-built & Custom Templates
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What is ROI Reporting?

ROI reporting is a tool used by companies to gather sales or investment data from multiple sources in order to calculate the return on investment (ROI) in one centralized report.

Why is ROI Reporting important?

  1. Capital allocation - Reporting gives companies clear insights into which parts of their companies are producing the best return on investment so they can allocate capital that will yield the highest return. 
  2. Set realistic goals for your business - before you set goals for your business, you need to first benchmark the performance of your business. Reporting will allow you to see the performance real-time.
  3. Assess employee performance - ROI can be used as a benchmark for employee performance. This will allow you to identify who deserves the biggest raise and bonuses for a given time period, and identify those that may need more training for improvement of their performance. 
  4. Identify points for improvement - similarly, you can identify which aspects of your business are underperforming and look at ways to increase their overall ROI. 

3 simple steps to ROI Reporting using Lido

You can set up reporting with Lido in just three simple steps:

Step 1: Connect data sources to Lido

1.a: Click Data on the upper-left corner of Lido, then select the source from the list:

1.b: Either input access details (such as API keys) or log in through another tab or window:

1.c: After successfully connecting, you will be redirected to the Database Editor, where you can select tables, or even specific rows or columns, to import.

1.d: Once you have finished selecting your data, click Save dataset & edit view in the top right corner.  The data is now loaded to your Lido spreadsheet.

Step 2: Calculate ROIs in a separate sheet

You can calculate KPIs by setting up the equations once in the sheets in Lido. The function names are the same as that used in Google Sheets. Here is the portion of the sheet that includes a sample formula:

Step 3: Assemble the data through the dashboard

3.a: Click the Dashboard on the top of the Lido spreadsheet. A blank space will appear where you can add components by clicking the Components tab on the right side and dragging the components into your template.

3.b: Drag-and-drop components from the Components sidebar. Some of the components you can add are the charts, tables, metrics, and even maps!

Once you are done, click Preview on the upper-right corner to see how it will look once deployed. 

Click Share to share your visualized data with others!

Click the Button Below to Try Lido for FREE!

  • Import Data from Quickbooks, Freshbooks & More.
  • One Click Data Import via APIs
  • Easily Embed or Share
  • Pre-built & Custom Templates
100% FREE - No Credit Card Required