Your ROI dashboard, every dollar of spend traced to revenue.

ROAS, attributed revenue, CAC, LTV:CAC, and cost per conversion in one view, reconciled from ad platforms, CRM, and billing, so every dollar of spend traces back to the revenue it produced.

See how to build one in Definite
What’s in a ROI dashboard?

What’s in a ROI dashboard?

An ROI dashboard is the single governed view of what marketing spend returns: return on ad spend by channel, attributed revenue, customer acquisition cost, and whether LTV justifies the spend. The version worth investing on reconciles ad platforms, the CRM, and billing, so ROAS is a real number tied to recognized revenue.

Marketing claims one ROI, finance calculates another, and neither trusts the other's number. When ROAS, CAC, and LTV:CAC all come from governed definitions that trace spend through the CRM to recognized revenue, the return is a fact, not a negotiation.

Who it’s forHeads of marketing and CFOs who need to justify and optimize marketing spend.

CadenceRefreshed daily; reviewed at budget planning and in the monthly marketing-finance review.

Built fromGoogle Ads, Facebook Ads, Hubspot, Stripe

§ How it works

Describe your dashboard. Fi builds it.

Fi is the AI agent inside Definite. Tell it what you’re trying to understand, and it connects your sources, defines the metrics, and builds the dashboard. One conversation, not a project.

You
I need to see the return on marketing spend: ROAS, attributed revenue, CAC, and LTV:CAC, with every number traced from spend to revenue.
✦ Fi
Here's your ROI dashboard, on your Google Ads, Facebook Ads, Hubspot and Stripe data.
Here’s what’s in it

The top row leads with the 4 numbers that matter most: ROAS, Attributed revenue, CAC, LTV : CAC. Each shows a delta versus the prior period so you can see direction at a glance. Below that, 2 trend charts (ROAS over time, CAC trend) show how the headline numbers have moved over time. A breakdown (Attributed revenue by channel) splits the metric by dimension so you can see what's driving the total. A detail table (ROI efficiency) rounds it out with the secondary metrics and their deltas. Every number is computed from the exact formulas shown in the metric table below. Composites are derived from their components, not pasted in, so the KPI tiles, breakdowns, and totals all reconcile to each other.

Illustrative data

ROAS

2.7×▲ 0.3%
Data ▾
PeriodROAS
Jan2.4×
Feb2.9×
Mar2.3×
Apr3.7×
May3.3×
Jun3.1×
Jul3.4×
Aug3.2×
Sep4.2×
Oct2.6×
Nov2.7×
Dec2.7×

Attributed revenue

$735K▼ 8.3%
Data ▾
PeriodAttributed Revenue
Jan$468K
Feb$528K
Mar$470K
Apr$618K
May$694K
Jun$628K
Jul$677K
Aug$674K
Sep$857K
Oct$751K
Nov$802K
Dec$735K

CAC

$3K▲ 24.6%
Data ▾
PeriodCAC
Jan$2K
Feb$3K
Mar$2K
Apr$2K
May$3K
Jun$2K
Jul$3K
Aug$2K
Sep$3K
Oct$3K
Nov$2K
Dec$3K

LTV : CAC

9.6×▼ 17.3%
Data ▾
PeriodLTV : CAC
Jan8.8×
Feb9.1×
Mar10.3×
Apr9.4×
May7.6×
Jun12.1×
Jul10.3×
Aug10.2×
Sep9.3×
Oct10.5×
Nov11.7×
Dec9.6×

ROAS over time

2 2.5 3 3.5 4 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Data ▾
PeriodROAS
Jan2.4×
Feb2.9×
Mar2.3×
Apr3.7×
May3.3×
Jun3.1×
Jul3.4×
Aug3.2×
Sep4.2×
Oct2.6×
Nov2.7×
Dec2.7×

Attributed revenue by channel

Paid Search Paid Social Organic Email Referral 0 50,000 100,000 150,000 200,000
Data ▾
ChannelAttributed Revenue
Paid Search$144K
Paid Social$131K
Organic$133K
Email$226K
Referral$101K

CAC trend

2,000 2,200 2,400 2,600 2,800 3,000 3,200 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Data ▾
PeriodCAC
Jan$2K
Feb$3K
Mar$2K
Apr$2K
May$3K
Jun$2K
Jul$3K
Aug$2K
Sep$3K
Oct$3K
Nov$2K
Dec$3K

ROI efficiency

Ad Spend$273K▼ 8.5%
Cost per Conversion$58▼ 17.3%
LTV$27K▲ 3.1%
✦ Fi
Anything else I can do for you?
You
Which channel has the best ROAS, and which is below breakeven?Show me how CAC has trended relative to LTV over the last year.What would overall ROI look like if I cut the bottom channel?Is organic growing fast enough to reduce blended CAC?Break ROAS out by campaign instead of channel.Trace this quarter's attributed revenue back to the spend that drove it.Break ROAS by channel and flag any channel below 1x.Add CAC trend over six months alongside LTV:CAC.Show me attributed revenue by channel next to spend.
  • Which channel has the best ROAS, and which is below breakeven?
  • Show me how CAC has trended relative to LTV over the last year.
  • What would overall ROI look like if I cut the bottom channel?
  • Is organic growing fast enough to reduce blended CAC?
  • Break ROAS out by campaign instead of channel.
  • Trace this quarter's attributed revenue back to the spend that drove it.
  • Break ROAS by channel and flag any channel below 1x.
  • Add CAC trend over six months alongside LTV:CAC.
  • Show me attributed revenue by channel next to spend.
§ Why the numbers tie out

Every metric traces back to your systems

This is the part a BI tool can’t fake. Each metric is defined once, in your warehouse, from a specific object in a specific source. Change the definition in one place and every tile, report, and answer moves with it. So the number on the screen is the number in the source.

CampaignROASAttributed RevenueCACLTV : CACAd SpendCost per Conversion
Ad GroupROASAd SpendCost per Conversion
Ad (Creative)ROASAd SpendCost per Conversion
AccountCACLTV : CACLTV
CampaignROASAttributed RevenueCACLTV : CACAd SpendCost per Conversion
AdROASAd SpendCost per Conversion
SubscriptionROASAttributed RevenueLTV : CACLTV
CustomerCACLTV : CACLTV
Balance Transaction (Ledger)LTV : CACLTV
InvoiceLTV : CACLTV
PaymentLTV : CACLTV
EventCost per Conversion
MetricWhat it measuresHow it's calculatedSources
ROASRevenue attributed back to ad spend per dollar spent, the headline efficiency number for paid.Attributed Revenue ÷ Ad SpendGoogle Ads, Facebook Ads, Stripe
CACWhat it costs in sales and marketing to win one new customer.S&M Spend ÷ New CustomersGoogle Ads, Facebook Ads, Stripe
LTV : CACThe payback test on growth spend. Lifetime value divided by acquisition cost.LTV ÷ CACStripe, Google Ads, Facebook Ads
Cost per ConversionWhat you pay, on average, for a single conversion, the unit cost of demand.Ad Spend ÷ ConversionsGoogle Ads, Facebook Ads, Stripe
LTVThe gross-margin revenue an average customer is worth over their lifetime, before you spend to acquire the next one.(ARPA × Gross Margin) ÷ Logo ChurnStripe, Google Ads
§ Then do something about it

Have our agent watch for you

A ROI dashboard tells you what happened, and Fi tells you why. The last step is not having to remember to check. Point Definite at the one number you can’t afford to miss, and it watches that number for you off the same definitions as your dashboard. When it moves, you hear about it before the next review instead of during it. One metric, one action, always reversible.

Autonomous agent · watch churn
Watch
A metric you choose
net revenue churn
Judge
One condition
> 5% week-over-week
Act
One action
alert #revenue + open doc
◄──── then waits · cooldown 24h before it can act again ────
Scoped to a single metric and a single action. You arm it; you can disarm it anytime.
§ The data that powers it

Built from whatever you already run on

Connect the systems you already use. Any source of these types works, and you don’t move data into a warehouse, because Definite is the warehouse.

No warehouse to stand up or connect. See how the platform models your data →

§ Get started

Build your ROI dashboard

From signup to a working dashboard in one sitting. No data team required.

01

Sign up

Free to start. No credit card, no infrastructure to set up.

Create your account
02

Connect your sources

Stripe, your CRM, accounting. Definite syncs and models them automatically.

03

Decide your metrics

Pick the numbers that matter or let Fi propose them from your data. Every metric gets one definition, governed in one place.

04

Ask Fi to build it

Describe what you need in plain language. Fi builds the dashboard, and you refine by asking follow-ups.

§ FAQ

Common questions

Usually because marketing measures ROAS from attributed revenue in the ad platform, and finance measures ROI from recognized revenue in the ledger. The reconciliation map above shows which system each metric comes from, so ROAS traces from ad spend through the CRM to recognized revenue.
Ad platforms (Google Ads, Meta) for spend, a CRM (HubSpot) for attribution and leads, and billing (Stripe) for recognized revenue. Definite syncs and models all three, then reconciles so ROAS is tied to real revenue.
ROAS measures the immediate return on ad spend — attributed revenue over spend. LTV:CAC measures the long-term economics — lifetime value over acquisition cost. When both come from governed definitions, you see whether the spend returns today and whether it is building durable value.
It is a live ECharts dashboard running on a deterministic synthetic dataset, labeled illustrative. ROAS is computed from attributed revenue over ad spend, CAC from S&M spend over new customers, each by the formula in the metric table. Connect your systems and Fi builds the same view from your data.
A BI tool charts whatever ROAS each ad platform claims and inherits the double-count. This reconciles ad spend through the CRM to recognized revenue, so ROAS is tied to real money — and marketing and finance agree on the return.
Tell Fi what you need, the way the prompt above reads. Fi connects your ad platforms, CRM, and billing, proposes the ROI metrics, and you refine by asking follow-ups. The first version traces every dollar of spend to revenue without a spreadsheet.

Your answer engine
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Book a 30-minute call and watch us build your first dashboard live, with your own data.