Analysis Views
Unit Economics
Model LTV, CAC, payback, and the Magic Number—tweak gross-margin & S&M assumptions on the fly.
Preview in Dashboard
The Unit Economics view visualises how efficiency evolves, with two live controls:
| Slider | Range | Applies To |
|---|---|---|
| Gross Margin % | 0 – 100 % | Gross contribution & LTV math |
| S&M as % of ARR | 0 – 100 % | CAC & Magic Number calculations |
Drag either slider and the line chart + table update instantly.
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.)
Add in Workbook Designer
- Open Workbook Designer › Excel Output Selection.
- Expand Unit Economics.
- Choose period(s) (Annual, Quarterly, Monthly) and an optional Filter Combo.
- Set default Gross Margin % and S&M % (sliders auto-populate but you can hard-type).
- Click Add to Workbook and proceed to generation.
Each selected period creates its own sheet so annual, quarterly, and monthly calculations stay independent.
Excel Output
Key Features
-
Yellow cells for Gross Margin % & S&M % of ARR—type hardcodes or link to another sheet.
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Trend chart (LTV/CAC ratio & Magic Number) updates as assumptions change.
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Metrics table per period, including:
Category Metrics Shown Scale Ending ARR, Ending Customer Count Yield Avg ARR per Customer Contribution Gross Contribution per Customer Retention Input Gross Dollar Retention % Lifetime & LTV Implied Lifetime (yrs), Lifetime Value CAC Block LTM S&M Spend, New Logos, CAC, CAC Payback (months) Efficiency Ratios LTV / CAC, Magic Number