Working with the Unit Economics Dashboard
The Unit Economics Dashboard shows you the real cost and value of each customer. You can view key numbers such as acquisition cost, customer value, and sales efficiency in one place. The dashboard uses KPI scorecards, trend graphs, bar charts, and bridge charts to present metrics clearly.
Use this dashboard to spot rising costs, compare customer value, and find your best sales channels. Make informed decisions about pricing, spending, and growth. Employees with the required permissions can access the dashboard in the Accounting, Classic, Executive, and Sales centers. Your data stays secure with role-based permissions.
For details, see Assigning Roles and Permissions for Subscription Metrics.
Features
On this dashboard, you can do the following:
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KPI scorecard - View key numbers such as customer cost, value, and sales efficiency.
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Trend and bar charts - Track changes in metrics such as customer acquisition cost (CAC), lifetime value (LTV), and sales efficiency over time.
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Charts -
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Compare metrics such as CAC versus LTV and payback periods side by side.
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Monitor trends in selling price and contract value with line graphs.
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Break down what drives customer value and profit with bridge charts.
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Custom filters and role-based access - Metric (ARR or MRR), customer, item, department, class, and location. Data visibility is based on user role and permissions.
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Export - Export reports to CSV for further analysis.
Accessing the Dashboard
Your access to dashboard data depends on your role's access to subsidiaries and transactions. Metrics use the fiscal calendar assigned to your accessible subsidiaries. Amounts are shown in your lowest common parent company's base currency.
To access the dashboard, go to Subscription Metrics > Unit Economics > View.
For more information, see Currency for Multiple Subsidiary Search Results.