The ROI dashboard explained

UnboxBridge — Help Article 5 — ROI Dashboard

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.
SCREEN 5.1: ROI dashboard with non-zero data populated across all four metrics.

2. How "printing cost saved" is calculated

The math:

scans × pages_per_manual × cost_per_page
  • 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:

(page-level help opens) − (help requests submitted) = resolved in-context

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
SCREEN 5.2: Cost-per-page settings panel with field populated.
Tip: Set this once and the dashboard recalculates historical scans automatically. You don't need to update it monthly unless your printing costs actually change.

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."

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