Working with the Unit Economics Dashboard
The Unit Economics Dashboard shows you the real cost and value of each customer. You can see key numbers like acquisition cost, customer value, and sales efficiency all in one place. The dashboard uses clear scorecards, trend lines, bar charts, and bridge charts to make these numbers straightforward.
With this dashboard, you can spot rising costs, compare customer value, and find your best sales channels. It helps you make better choices about pricing, spending, and growth.
The dashboard is available to users with the required permissions 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 - See key numbers like 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 like CAC versus LTV and payback periods side by side.
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Line graphs to monitor trends in selling price and contract value.
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Bridge charts breaking down what drives customer value and profit.
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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
Dashboard data is displayed based on your role's access to subsidiaries and transactions. Metrics use the fiscal calendar assigned to your accessible subsidiaries, and amounts are shown in your lowest common parent company's base currency. For more information, see Currency for Multiple Subsidiary Search Results.
To access the dashboard, go to Subscription Metrics > Unit Economics > View.