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Preview in Dashboard

Unit Economics dashboard with sliders and chart The Unit Economics view visualises how efficiency evolves, with two live controls:
SliderRangeApplies To
Gross Margin %0 – 100 %Gross contribution & LTV math
S&M as % of ARR0 – 100 %CAC & Magic Number calculations
Drag either slider and the line chart + table update instantly.

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Filter & Period Controls

  • Filter Combo – isolate a segment using any saved filter (e.g. Enterprise × North America).
  • Periodicity – generate Annual · Quarterly · Monthly (pick multiples if desired).
Filters use the same engine as Cohorts & Waterfalls—learn more in the Filtering guide (only for Excel outputs currently. Dashboard previews coming soon.)

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Add in Workbook Designer

  1. Open Workbook Designer › Excel Output Selection.
  2. Expand Unit Economics.
  3. Choose period(s) (Annual, Quarterly, Monthly) and an optional Filter Combo.
  4. Set default Gross Margin % and S&M % (sliders auto-populate but you can hard-type).
  5. Click Add to Workbook and proceed to generation.
Each selected period creates its own sheet so annual, quarterly, and monthly calculations stay independent.

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Excel Output

Key Features
  • Yellow cells for Gross Margin % & S&M % of ARR—type hardcodes or link to another sheet.
  • Trend chart (LTV/CAC ratio & Magic Number) updates as assumptions change.
  • Metrics table per period, including:
    CategoryMetrics Shown
    ScaleEnding ARR, Ending Customer Count
    YieldAvg ARR per Customer
    ContributionGross Contribution per Customer
    Retention InputGross Dollar Retention %
    Lifetime & LTVImplied Lifetime (yrs), Lifetime Value
    CAC BlockLTM S&M Spend, New Logos, CAC, CAC Payback (months)
    Efficiency RatiosLTV / CAC, Magic Number

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Workflow Recap

Adjust GM & S&M sliders; apply segment filters; vet the efficiency story.
Pick periods, default assumptions, and any filter combo.
Edit yellow cells or link formulas to drive instant scenario analysis.
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