The ROI dashboard explained
The ROI dashboard is the screen that justifies the subscription every time you log in. Here's what each metric means, how it's calculated, and how to set the inputs that drive the math.
1. The four headline metrics
The dashboard surfaces four numbers, updated in real time:
- Scans this month — every customer who scanned a QR.
- Printing cost saved — money you didn't spend on paper manuals.
- Help requests resolved in-context — customers who hit a stuck-point but didn't submit a help request after viewing step-specific help.
- Upsell revenue — sales attributed to clicks on your post-purchase CTA.
2. How "printing cost saved" is calculated
The math:
- scans — total this month, automatically counted
- pages_per_manual — estimated based on your manual's content type:
- PDF: actual page count
- Video: 5 pages equivalent
- Step-by-step: number of steps × 0.5 pages
- cost_per_page — your baseline (set in Settings, default $0.50)
Example: 200 scans × 8 pages × $0.50 = $800 saved this month.
3. How "help requests resolved in-context" is measured
This one is more subtle.
A customer hits a step they don't understand, opens the in-context help on that step, reads it, and resolves the issue without submitting a help request. We count those as resolved in-context.
The math:
This is the most important retention metric. It's the fraction of stuck-points your manual resolves without your intervention — the actual value of the "support filter" you're paying for.
4. Set your cost-per-page baseline
By default we use $0.50 per page (US average for short-run color manual printing). Adjust to match your real cost:
- Small US/UK runs: $0.30–$0.80/page typical
- Large runs (10K+): $0.05–$0.15/page typical
- Glossy or colored stock: 2–3× the base price
5. Export monthly reports Pro
On the Pro plan, export the dashboard as a CSV every month. Useful for:
- Showing your ops manager the cost savings as a line item
- Year-end accounting (printing cost reduction is often deductible)
- Tracking trends across many manuals over time
Settings → Export reports → "Email me monthly CSV on the 1st."
What to do next
- Configure the upsell CTA — add a fifth metric (revenue) to your dashboard
- Manage your plan and billing — upgrade to unlock CSV export