Article Summary
Use the Automation ROI Report to measure automation rates, time saved, and cost savings at organization, project, and user levels. Configure calculation settings, review detailed breakdowns, and export reports to demonstrate AutoRFP.ai's value to stakeholders.
Estimated Time
5 minutes for ongoing reviews
Prerequisites
Admin permissions
Completed projects with approved responses
Projects marked as completed for accurate reporting
Understanding of your organization's cost structure (hourly rates, manual process times)
Step-by-Step Instructions
Step 1: Access the ROI Report
Navigate to Insights from the main menu.
Click Automation.
The Automation ROI Report dashboard opens.
Step 2: Review Summary Metrics
Review the top banner showing three key metrics:
Automation Rate: Percentage of responses automated vs. manual
Time Saved: Total hours saved through automation
Cost Savings: Total cost savings based on your configuration
Step 3: Configure ROI Settings
Click Configure in the top right corner.
The ROI Settings window opens with two sections:
Manual Process Settings: Define baseline manual effort
Automation Process Settings: Define automated effort levels
Review the definitions on the left side of the window:
Enter your inputs for each setting:
Time per manual response
Average hourly cost/rate
Time per automated response
Other relevant metrics
Click Apply in the bottom right.
💡 AutoRFP automatically recalculates all metrics based on your settings.
Step 4: Filter by Time Period
Use the dropdown menu in the top right corner.
Select your desired time period (monthly, quarterly, yearly, custom).
Report updates to show data for selected period.
Step 5: Review Detailed Reports
Project Automation Details:
Review the project-by-project breakdown table.
Hover over the response table to see breakdown by category (Exact Match, High Trust, Low Trust, etc.).
Use the search function on the right to find specific projects.
View estimated time spent and time saved for each project.
Automation Accuracy Trends:
Review the quarterly trend chart.
Hover over any time period to see detailed breakdown of changes.
Track improvements in automation rates over time.
Editor Workload Analysis:
Review workload distribution across team members.
View total responses per user.
Hover over bars to see breakdown of editing activity.
Assess overall automation by individual user.
Step 6: Export Your Report
Click the Export button in the top right corner.
Select your desired export format.
Download the report for sharing with stakeholders.
💡 Tips & Best Practices
Data Accuracy:
Always approve responses to ensure they're included in calculations
Mark projects as completed when finished to capture accurate data
Update ROI settings when your cost structure or processes change
Review and adjust settings quarterly for accuracy
Configuration:
Use realistic time estimates based on actual team performance
Include fully loaded hourly costs (salary, benefits, overhead)
Reporting:
Export reports before quarterly business reviews
Filter by time period to show progress over specific intervals
✋🏼 Common Mistakes to Avoid
Not approving responses before generating reports - excludes data from calculations
Forgetting to mark projects as completed - skews active vs. completed metrics
Using inaccurate cost inputs - produces misleading ROI figures
Not updating ROI settings when processes change - calculations become outdated
Comparing periods with different configuration settings - inconsistent data
Need Help?
💬 Live Chat: Available in-app
📧 Email: [email protected] or contact your Success Manager directly for urgent support.
📚 Learning Centre: learn.autorfp.ai/en