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ROI Configuration

Use the ROI Configuration feature to provide measurement metrics at two levels, for the cost and time saved, had the task been performed manually, instead of using automation. The information is used to generate Dashboard reports.

Note

You need to configure the ROI details to generate the following Dashboard reports:

  • Workflow-wise Profitability
  • Time Saved Per Workflow
  • Time Saved – Consolidated
  • Total Profitability
  • Profitability Achievement Report

In the topic, you will learn about the types of measurement metrics used for configuring the ROI and the monthly value you can set for the tenant.

To configure the ROI- Workflows tab:

  1. In the menu, click Workflows → ROI Configuration . The ROI Configuration page appears.

    Note

    The Workflows is the default tab.

    ROI
    Figure: ROI Configuration -> ROI Configuration-Workflow tab

  2. Enter the following field details:

Field NameDescription
Workflow NameDisplays the name of the workflow.
Measurement MetricsSelect one of the following metrics of measurement that you can use to generate dashboard reports:
- No Associated Cost Metrics: The default value.
Workflow Level : Select to provide the cost and time taken to manually complete a task at the workflow level.
Transaction Level: Select to provide the cost and time taken to manually complete at the transaction level.
Note:
If you select Transaction Level, then the costing is calculated as follows:
Costing * maximum executions allowed * no. of actual requests executed.
For example, Costing = 25; Max executions = 10; actual requests executed = 5
The actual costing = 25 * 10 * 5 = 1250
CostingEnter the cost to organization, if the task is completed manually.
Manually Required TimeEnter the time required to complete a task manually.
Time (Units)Select the time unit in seconds, minutes, or hours.
  1. Click Save. The details are saved.
Note
  • After saving the ROI configuration, assign the workflow and run on the Agent.
  • Go to Dashboard to generate reports based on ROI configuration.

To configure the ROI- Platform tab:

  1. In the menu, click Workflows -> ROI Configuration. The ROI Configuration page appears.

  2. On the page, click the Platform tab. The details page appears.

    img
    Figure: ROI Configuration -> ROI Configuration-Workflow tab

Note
  • After saving the ROI configuration, assign the workflow and run on the Agent.
  • Go to Dashboard to generate reports based on ROI configuration.
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