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Features Overview

AutoROICalc is built around one workflow: collect business records, transform them into reports, organize those reports into dashboards, and automate the recurring work around imports, emails, APIs, and self-hosted operations.

This overview maps the full application surface and links to the detailed docs where they already exist.

Use this as a map

Read this page when you want the full product surface. For step-by-step setup, start with Quick Start; for feature work, jump into the linked detail pages.

  • Records

    Store sales, leads, costs, conversions, web events, imported rows, and integration data.

    Records docs

  • Reports

    Build period-based analytics, calculated metrics, custom layouts, widgets, templates, and shared views.

    Reports docs

  • Dashboards

    Group reports, review them together, and schedule recurring dashboard emails.

    Dashboards docs

  • Integrations

    Connect Google, Facebook, Heureka, web events, service tokens, and custom API flows.

    Integrations docs

  • Settings

    Configure appearance, email, localization, number formatting, timezone, and reusable settings imports.

    Settings docs

  • API and CLI

    Use HTTP APIs for integrations and backend CLIs for self-deployed/on-premise administration.

    API docs

Records

Records are the base data model for AutoROICalc. They can represent a sale, lead, advertising cost, campaign event, SEO metric, product statistic, custom web event, or any measurable business input.

Area What is supported Details
Manual management Add, edit, clone, delete, and bulk-delete records The UI supports record forms, listing actions, selection, and confirmation dialogs.
Record fields Date, time, type, activity, description, source, tags, value, raw data, and custom data Sources support multiple values, tags support grouping, and JSON fields support richer integrations.
Validation Field validation and duplicate checks Backend validation checks shape, lengths, date/time, source count, tag count, and duplicates.
Filtering Date range, type, source, tags, description, value range, and custom-data contains filters The backend supports structured filters and the UI exposes the common filters.
Import/export CSV, XML, and native ARC records Records can be exported from the listing and imported through dedicated import screens.
Data inspection Raw/custom-data indicators and formatted data views Imported/integration records can retain original payloads and normalized reporting details.

Important record-related entry points:

Start with the records model and the concepts used across manual entry, imports, integrations, and reporting.

Records Overview

Use these when records are managed directly by people through the application UI or file-based workflows.

Manual Records Importing Records

Use these when records are created automatically by another system, website, backend job, or integration.

Records API Web Events

Reports

Reports turn records into reusable analysis. The backend calculates report datasets, source distribution, conversion paths, custom breakdowns, record insights, realtime data, public report data, and PDF output. The Angular UI provides list, builder, viewer, template, import, sharing, and public-view screens.

Area What is supported Details
Report management Create, edit, clone, delete, bulk-delete, pin to home, and filter reports Reports can also be imported/exported as native bundles.
Report periods Specific date ranges, relative periods, all-time reporting, and period shifting Reports support period and time-base controls for recurring analysis.
Time bases Hour, day, week, month, and year Used to group record values into report datasets.
Report items Multiple record types/sources, naming, colors, rounding, cumulative/average settings, and value postfixes Report items define what each dataset means.
Data enrichment Add, subtract, multiply, divide, ROI, cost per conversion, percentage of, percentage change, and custom formula operations Enrichment creates derived metrics from report items.
Automation Report end-date handling and email notifications for value changes or trendline changes Automation runs from the backend automation job.
Sharing Public report URLs, expiration settings, and sharing with another user by username or email Public views use a separate route and backend public calculation endpoint.
Templates Public/user report templates, template tags, preview/import, and admin template management Templates help reuse report designs.
One-click solutions Install bundled report/dashboard/integration presets One-click solutions can import templates, create dashboards, and queue historical imports.

Report widgets currently include:

  • Section text blocks
  • Image blocks
  • Chart widgets
  • Data value widgets
  • Data tables
  • Date range controls
  • Realtime widgets
  • Gauge widgets
  • Target widgets
  • Map widgets
  • Sources distribution
  • Conversion paths
  • Breakdowns
  • Mix widgets
  • Contribution mix widgets

Detailed report docs:

Start with report creation and management when you need to build or maintain ordinary reports.

Reports Overview Managing Reports Create a Report

Use these when you are shaping the calculation itself: date grouping, report items, derived metrics, and automation.

Period and Time Base Report Items Data Enrichment Automation

Use these when you are designing the report surface or reusing reports across accounts and environments.

Layout and Widgets Widget Overview Import and Export Sharing and Public Reports Templates One-Click Solutions

Dashboards

Dashboards group multiple reports into one view. They are useful for recurring client reporting, management snapshots, team scorecards, and email reporting.

Area What is supported Details
Dashboard management Create, edit, clone, delete, bulk-delete, filter, and tag dashboards Dashboard listings support name and tag filtering.
Dashboard builder Pick reports, filter selectable reports by title or tag, and reorder selected reports Dashboards can include owned and shared reports.
Dashboard view Load multiple report calculations together and refresh report data Advanced report layouts are preserved inside dashboard views.
Email reporting Daily, weekly, and monthly schedules with time, weekday/month-day options, and CC recipients Backend automation sends scheduled dashboard emails.
Admin email tests Admin users can send or render dashboard test emails and promo email HTML Useful for self-hosted and operational verification.

Detailed dashboard docs:

Dashboards Overview Managing Dashboards Create a Dashboard Email Reporting

Integrations

Integrations bring external data into records. The UI exposes an integrations hub, provider connection flows, service tokens, web tracking tokens, scheduled import listings, manual imports, import previews, import job status, and provider credential management.

Integration Capabilities
Service Token API Trusted server-side record creation, batch record creation, record querying, and record updates.
Web Event Tracking Tracking ID generation and direct web event collection as records.
Google Analytics 4 OAuth connection, credential storage, preview, manual import, scheduled imports, and import jobs.
Google Search Console OAuth connection, site selection, preview, manual import, scheduled imports, historical ranges, query/page/country/device breakdowns, and import jobs.
Facebook Ads Manager OAuth connection, token debugging/reauthentication, preview, manual import, scheduled imports, and selected ad fields.
Heureka Statistics CSV/statistics import into records with ecommerce/product metrics.
Google Ads Script Script-based data collection through service-token record endpoints.

Related docs:

Start with the integration hub and automation model when choosing how external data should enter AutoROICalc.

Integrations Overview Scheduled Imports

Use token and tracking flows when your own systems, scripts, or websites should create records.

Service Token API Web Event Tracking Google Ads Script

Use provider guides when the data source is a supported marketing, search, analytics, or ecommerce service.

Google Analytics Search Console Facebook Ads Heureka

API

The HTTP API supports both public/documented integration endpoints and internal UI endpoints.

Public integration surfaces include:

  • Authentication and session endpoints
  • Records API endpoints
  • Collect Web Event endpoint
  • Service-token record endpoints
  • Live OpenAPI reference at api.autoroicalc.com/docs

The app UI also uses backend endpoints for reports, dashboards, settings, integrations, templates, one-click solutions, account actions, admin tools, and batch requests.

API docs:

API Overview Records API Service Token API Web Event Tracking

Settings

Settings control how the product looks, sends email, formats values, and imports reusable display preferences.

Area What is supported
Report appearance Source, record tag, record type, report tag, and dashboard tag colors/icons.
Defaults Default record/report/dashboard tag appearance.
Email settings SMTP settings and validation for dashboard/report email delivery.
Localization Language selection, timezone settings, and number-format settings.
Settings import/export ARC-based export and import/merge of appearance settings.
Onboarding state Backend user settings track onboarding completion/configuration.

Settings docs:

Account Authentication Settings Overview Report Appearance Email Settings Localization Settings Import

Account and Identity

The application includes built-in identity and account flows in both the UI and backend.

Area What is supported
Authentication Login, registration, email verification, password reset, token refresh, logout, and logout-all.
SSO Google and Facebook SSO endpoints exist in the backend.
Account info Basic account data, current plan/usage context, and account settings.
Account data deletion Token-confirmed deletion of records, reports, dashboards, and scheduled integrations.
Account closure Token-confirmed account closure and cleanup of identity, tokens, and settings.
Admin users Admin route and backend endpoint for listing users and changing service plans.

For user-facing account workflows, see Account and Authentication. For operator-facing user and token commands in self-hosted deployments, see CLI Overview.

Admin and Operations

Admin and operational capabilities exist for hosted operations and self-deployed/on-premise installations.

Area What is supported
Admin screens Admin users, report template tags, and one-click solution management.
Admin email testing Send/render test report and dashboard emails and promo email HTML.
Import job tracking Backend import job status, summaries, failure messages, and email notifications.
Automation jobs Email reporting, report automation, GA4/GSC/Facebook scheduled imports, and cleanup.
Backups CLI backup commands for system/user databases, web files, web databases, and TimeTagger database.
Self-hosted administration CLI commands for DB setup, users, tokens, records, reports, automations, sessions, email smoke tests, and backups.

Operational docs:

CLI Overview Deployment Options Scheduled Imports Email Reporting

Frontend App Map

The Angular app currently includes routes for:

  • Home and onboarding
  • Login, account creation, password reset, and password reset request
  • Records list, record form, and records import from ARC/CSV/XML
  • Reports list, report builder, report view, public report view, report import, report templates, one-click solution listing, and one-click installation
  • Dashboards list, dashboard builder, and dashboard view
  • Account, settings, settings import, and integrations
  • Provider-specific integration pages for Google Analytics, Google Search Console, Facebook Business Manager, and Heureka Statistics
  • Admin pages for users, report template tags, and one-click solutions
Backend Capability Map

The backend exposes services for:

  • Identity, auth, sessions, email verification, password reset, and SSO
  • Records, validation, filtering, duplicate checks, web events, service-token records, and realtime record data
  • Reports, calculations, batches, widgets, custom breakdowns, record insights, sharing, public URLs, templates, and PDF rendering
  • Dashboards and email reporting settings
  • Integrations, provider credentials, OAuth URLs, previews, imports, schedules, and import jobs
  • User settings, report appearance, SMTP settings, localization, account deletion, and account closure
  • Admin users, admin email rendering/sending, one-click solution management, and CLI-backed self-hosted operations

Where to Start

For new users, start with Getting Started and Quick Start. For implementation work, start with Records, Reports, Dashboards, and Integrations.

Getting Started Quick Start Records Reports Dashboards Integrations