The ROI (Return on Investment) Report calculates the return on your tools and equipment by comparing the purchase cost of each item to its posted billing revenue and any service costs. You can view ROI as a flat dollar amount and as a percentage—both with and without service charges.
The report also provides ROI totals by Model and Category, allowing you to analyze performance for specific tool types (e.g., Ford F-250s or all Backhoes) or your entire inventory.
Steps to Run an ROI Report
From the Navigation Browser, expand Reports and Graphs.
Select Reports.
From the report type dropdown, click the Billing Reports tab.
From the Billing Reports list dropdown, choose ROI Report.
In the Charge Type field, select Billing.
To run the ROI for a single item, enter a Tool Number (e.g., 93001).
To run the ROI for a specific group, enter a Category (e.g., Backhoes).
What the ROI Report Shows
Here is a breakdown of each section in the report and where the data comes from:
Purchase Data
Purchase Date and Purchase Price come from the Item Record > Purchase tab.
Service Costs
Total Service comes from the Item Record > Service tab > Work Order History > Charges.
Total Revenue
This value is calculated from billing charges in the “Posted Cumulative Tools & Equipment Charges” report.
Net Return (Without Service)
Net Amount = Total Revenue – Purchase Price
Net % = Net Amount ÷ Purchase Price
Net Return (With Service)
With Service Amount = Total Revenue – Purchase Price – Total Service
With Service % = (Net Amount With Service) ÷ Purchase Price
Interpreting ROI Results
A negative net return (e.g., -$123,555.00 or -98.84%) means you have not yet recouped your investment in that tool.
A positive ROI means the item has generated more revenue than its total purchase and service cost.
Once your Total Revenue exceeds your Purchase Price, the ROI turns positive—signaling a successful return on investment.