ROI Analysis: a Tokeny case study
Input investment and revenue data to auto-calculate ROI and generate investment return analysis reports. Follow the recorded task, execution screenshots, actual files and verification notes.
By the Tokeny team · Windows · Tokeny 1.7.8 · gpt-6-sol
Prepare the inputs
Create a separate workspace in Tokeny, download and unpack the sample inputs, then select a model that supports tools. The sample uses synthetic data or the public sources named in the article.
- campaigns.csv
Send the task to Tokeny
The original task was executed in Chinese. Copying these instructions reproduces the same task; the results below include an English report.
比较两个营销活动的投资回报，ROI 定义为（归因毛利减成本）除以成本；同时展示 ROAS 和盈亏平衡收入，输出 Excel 与说明。 交付文件：roi.xlsx、roi.md。 验收要点： - A ROI 80%，B ROI 12.5% - ROAS 分别 3 和 2.25 - 不将销售收入直接作为利润 这是使用合成演示输入或指定公开资料的真实操作案例。请先读取工作空间输入，再实际生成文件并自检。所有写入、脚本与临时服务限于当前工作空间；临时服务只监听 127.0.0.1，执行后关闭；不触达外部收件人、不发布、不付款、不更改系统设置，不调用子智能体。需要公开资料时可读取给定 URL。只启用完成任务必需的工具。另写 report.md（中文）和 report.en.md（英文），简洁、完整，包含输入、处理步骤、真实结果、检查方式和局限；失败或未验证部分如实记录，不能宣称成功。最终回复用中文列出产物、关键结果与待核实项。 排版检查：Word 主标题仅出现一次，标题为黑色且与后续正文或表格保持同页；Excel 表头和长文字不能被窄列截断，合理设置列宽、换行、行高；HTML 在 390px 视口不能整页横向溢出。报告没有固定字数要求，不要为字数反复改写。
The recorded run used an isolated demonstration workspace. Review the commands and file paths before approving operations in your own workspace.
What actually ran
The task was submitted through the Tokeny input box. An online model read the inputs and executed tools. This run covers the local sample task and its actual files. Results and checks are recorded below.
Results and verification
Inputs
- File:
campaigns.csv(synthetic demonstration input supplied in the workspace). - A: cost 10,000; sales revenue 30,000; gross margin 60%.
- B: cost 8,000; sales revenue 18,000; gross margin 50%.
Processing
- Read the CSV and skip the trailing blank row.
- Compute attributed gross profit as sales revenue × gross margin.
- Compute ROI as (attributed gross profit − cost) ÷ cost.
- Compute ROAS as sales revenue ÷ cost.
- Compute break-even revenue as cost ÷ gross margin.
- Write inputs, formulas, results, and checks to
roi.xlsx; write the accompanying explanations.
Actual Results
| Campaign | Attributed gross profit | ROI | ROAS | Break-even revenue |
|---|---|---|---|---|
| A | 18,000.00 | 80.0% | 3.00 | 16,666.67 |
| B | 9,000.00 | 12.5% | 2.25 | 16,000.00 |
A has the higher ROI and ROAS. Both campaigns have positive ROI. Sales revenue was not treated as profit; gross margin was applied first.
Checks
- A: 30,000 × 60% = 18,000; (18,000 − 10,000) ÷ 10,000 = 80%; 30,000 ÷ 10,000 = 3.
- B: 18,000 × 50% = 9,000; (9,000 − 8,000) ÷ 8,000 = 12.5%; 18,000 ÷ 8,000 = 2.25.
- Break-even revenue: A = 10,000 ÷ 60% = 16,666.67; B = 8,000 ÷ 50% = 16,000.
- Workbook check: formulas and cached values are present; panes are frozen; headers and long explanations use adequate widths and wrapping.
Limitations
- The input is synthetic demonstration data, not a real business or public-market sample.
- Results depend on attribution rules, stable gross margins, and accurate cost and revenue data.
- Incrementality, attribution delay, refunds, taxes, fixed costs, channel overlap, and time value of money are excluded.
- Break-even revenue is valid only while the stated gross margin remains unchanged.
Download and inspect the outputs
The archive contains the files created during this run. Use these checks when adapting the example to your own data.
- Reconcile the reported results against the downloadable sample inputs.
- Open the generated files and check the contents relevant to your task.
- Review the limitations and any unverified steps in the report.