Attribute won deals to your AI initiatives, by a rule you can audit.
Conversation intelligence, AI proposal drafting, lead scoring — useful, but easy to over-claim. Roiva ties them to specific closed-won deals by a rule your RevOps lead sets — a deal-name pattern or a CRM field that marks AI-assisted deals — so the attribution can be audited deal by deal.
The problem
Reps love new AI tools. Your CFO wants deal-level evidence — which deals your team marked as AI-assisted, what the recurring revenue was worth annually, and what the CAC offset actually looks like.
Example initiatives
What teams are tracking with Roiva
A few of the initiative templates ready to deploy from the in-app library. Each ships with a default formula, baseline, and recommended integrations.
AI lead scoring
Compare lead-to-opportunity conversion against the baseline you declared before rollout. Attribute closed-won deals by deal-name pattern or custom CRM field.
AI proposal generation
Measure cycle-time reduction; convert hours saved into rep capacity, with each won deal accounting for the prep savings.
Conversation intelligence
Compare win rate and sales-cycle length against their pre-rollout baselines, then map specific coached deals to closed-won.
Connects to
Pulls cost and value automatically
The integrations most relevant for Sales initiatives. Each syncs cost or value data so your dashboards stay current without spreadsheet maintenance.
Common questions
AI ROI for Sales — FAQ
How does Roiva attribute closed-won deals to AI initiatives?
Roiva pulls won deals from your CRM (Salesforce, HubSpot, Pipedrive) and uses one of two attribution paths. The simple path: deal-name substring matching — configure 'Acme' → initiative X, and every won 'Acme Corp - Enterprise' deal attributes automatically. The higher-fidelity path: custom-property filtering — set a roiva_initiative (or any custom field) on your CRM deals and Roiva matches exactly. Custom-property attribution takes precedence over deal-name when both are set, so the deal-name path is your fallback while you adopt the field.
Does Roiva handle recurring revenue correctly?
Yes — every deal-mapping carries a recognition basis. One-time (default) records the deal amount as-is on the close date. Annual recurring (ACV) treats the amount as 12-month ACV and spans the ValueEntry across one year. Monthly recurring (MRR × 12) interprets the amount as MRR, annualizes it, and spans the same one-year period. Renewals are new deals — they re-attribute automatically.
Which CRMs does Roiva integrate with for sales ROI tracking?
Roiva integrates natively with Salesforce (via SOQL), HubSpot (via the Deals API), and Pipedrive (with custom-field resolution via dealFields). Closed-won deals, deal velocity, win rates, and lead-source data sync automatically. Open and lost deals are tracked but never become ValueEntries — speculation belongs in pipeline review, not the audited ROI number.
Can I attribute deal velocity improvements to specific AI tools?
Yes, by a rule you state rather than an experiment. Roiva does not split reps or pipeline into test and control groups, and it does not claim the tool caused the change. It gives you two things. Deal-level attribution ties specific won deals to the initiative by deal name or a custom CRM field. And the sales-cycle formulas compare average cycle length after rollout against a baseline you declared before it, recorded with its window, sample size, and method. How much of that change the tool gets credit for is written into the formula, so it can be challenged and re-run.
How do I handle the cost side of an AI sales initiative?
Roiva tracks software seats, token spend (Anthropic / OpenAI), and internal labor as cost entries on the initiative. The ROI calculation always nets cost against value — and recurring deals' future periods recognize their share of cost as the months tick forward.
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