Forecast and ROI
Forecast and ROI are the financial control layer of AI 1-to-1 Delivery. Forecast lets the team review expected reach, cost, redemption, incremental sales, and ROI before launch; ROI tracking compares actual post-delivery behavior against the forecast when actuals are available.
Use Cases
| Use Case |
|---|
| -> Approve only the generated campaigns whose forecast fits the business goal and budget. |
| -> Compare campaign cost, incremental sales, and estimated ROI before execution. |
| -> Use ROI KPIs to interpret post-delivery performance once actuals are available. |
How It Works
After validation and generation, the AI Plan detail exposes generated campaigns and plan-level forecast review.
| Tab | What it shows |
|---|---|
| Campaigns | Generated AI campaigns, business goals, Customers, discount cost, incremental sales, ROI, approval status, and actions to review Audience or Forecast details |
| Forecast | Plan-level forecast totals and per-campaign forecast rows |
The forecast is the approval screen: the team reviews expected reach, cost, redemption, incremental sales, and ROI before launching. Approving a campaign accepts it for execution; rejected or draft campaigns are not sent.
Forecast KPI Reference
| KPI | Meaning |
|---|---|
| Campaign category / business goal | Whether the generated campaign belongs to up-selling, cross-selling, or another plan category |
| Campaign name | Name of the generated campaign, usually derived from the product/category affectation |
| Campaign ID | Identifier of the generated campaign action |
| Segment name | Name of the AI-generated Customer segment, such as a PBS tier or cross-selling recency period |
| Customers / impacted Customers | Customers expected to receive the campaign action |
| Distributed promotions / coupon delivered | Coupons expected to be distributed in the plan launch |
| Coupons per Customer | Average number of coupons assigned per impacted Customer |
| Estimated delivery (%) | Expected percentage of coupons that will reach Customers |
| Total redemption (%) | Expected share of delivered coupons that will be redeemed |
| Customers who redeem | Expected unique Customers who redeem at least one coupon |
| Promotions investment / budget | Forecasted coupon or discount investment |
| Budget (%) | Share of the total plan or category budget represented by the action |
| Investment per Customer | Forecasted investment divided by impacted Customers |
| Discount cost / Coupon Cost | Expected coupon-related cost |
| Delivery cost | Expected email/SMS cost when channel delivery is configured |
| Loyal Guru cost | Loyal Guru cost component when applicable |
| Incremental sales | Expected additional sales attributed to the campaign |
| Incremental sales per Customer | Forecasted incremental sales divided by impacted Customers |
| Incremental ratio | Expected return indicator comparing incremental sales with cost |
| Net incremental ratio | Incremental ratio after channel and additional cost components shown by the platform |
| Estimated ROI | Estimated return ratio for the plan or action |
| Coupon ID / Coupon name | Coupon selected from the Coupons Bank for the action |
| Affectation | Product/category scope used to group coupons and generate campaigns |
| Priority | Priority level of the assigned coupon |
| Status | Approval status: approved, rejected, or draft |
ROI Tracking
In the current AI 1-to-1 phase, the AI Plan detail focuses on Campaigns and Forecast; ROI and deeper analysis views are still evolving. The KPI vocabulary below is the same performance language used by plan-based delivery and should be used when reviewing AI 1-to-1 actuals once available.
ROI KPI Reference
| KPI | Meaning |
|---|---|
| Plan reminders | Number of reminder campaigns already created from the plan action |
| Number of Customers | Total Customers impacted by the campaign |
| Control group | Customers held out from delivery to measure incrementality |
| Delivered coupons | Coupons distributed via app, printed coupon, or configured delivery channel |
| Delivered (%) | Percentage of Customers who received or visualized the coupon |
| Total redemptions | Total coupon redemptions across targeted Customers |
| Redemptions per Customer | Average coupons redeemed per impacted Customer |
| Total redemption (%) | Percentage of delivered coupons that were redeemed |
| Unique redemption (%) | Percentage of Customers who redeemed at least once |
| Budget | Estimated campaign cost accepted during forecast approval |
| Discount cost | Actual discounted amount in cash |
| Budget consumed (%) | Discount cost divided by budget; above 100% means overspend, below 100% means underspend |
| Forecast budget consumed | Estimated amount that should have been spent up to the reporting point |
| Budget delivered vs. forecasted (%) | Actual delivery or redemption pace vs. the forecast |
| Coupon Cost | Coupon-related cost used by the ROI table |
| Loyal Guru cost | Loyal Guru cost component when applicable |
| Delivery cost | Email/SMS delivery cost for the action when channel delivery is configured |
| Reminder cost | Cost generated by reminder campaigns |
| Incremental Sales | Additional sales measured against the control group |
| Incremental Ratio | Return indicator based on incremental sales and cost |
| Incremental margin | Incremental margin generated by the campaign |
| Incremental ratio margin | Margin-based return indicator |
| Forecasted incremental sales | Incremental sales expected in the forecast |
| Forecasted incremental ratio | Incremental ratio expected in the forecast |
| Incremental sales vs estimation | Difference between actual incremental sales and forecasted incremental sales |
| Incremental ratio vs estimation | Difference between actual incremental ratio and forecasted incremental ratio |
| Channel | Delivery channel used for the action, such as email, SMS, or none |
| Email delivered / SMS delivered | Customers reached through the corresponding channel |
| Email opens / clicks / errors | Email engagement and delivery-error indicators |
| SMS errors / unsubscribes | SMS delivery-error and opt-out indicators |
| Redemption vs channel delivery | Redemption performance compared with email or SMS delivery behavior |
| Net incremental ratio | Incremental ratio after channel and additional cost components |
Configuration
Forecast is generated after the Coupons Bank is validated and AI campaigns are created. Campaign approval happens from the generated campaign/forecast review flow before plan execution.