Unit Economics Workbook (platform tool)

Keep a living record of ARPA, gross margin, CAC, LTV and payback — and save dated checkpoints as your numbers change.

What it is

The Unit Economics Workbook is where you keep your venture's core per-customer numbers current. It's not a forecast model — it's a single, honest snapshot of what one customer is worth to you today, with a history of how that picture has changed.

Use Go-to-Market Strategy → Market Test for experiment assumptions. Use this workbook for the numbers you actually run the business on.

What you enter

| Field | What it means | |---|---| | ARPA / price per customer | Average revenue per account — what a typical customer pays you | | Gross margin % | Share of that revenue left after the direct cost of delivering it | | CAC (blended) | Customer Acquisition Cost — total sales and marketing spend ÷ new customers, across all channels | | LTV | Lifetime Value — total gross profit you expect from one customer over the relationship | | Payback (months) | How long it takes to earn back the CAC for one customer | | Assumptions & notes | What is measured vs. modelled, and any major caveats |

Every change autosaves to your venture.

The summary panel

Venture OS calculates your LTV:CAC ratio automatically once CAC and LTV are both valid numbers (CAC above zero). Payback is shown as you entered it. A common rule of thumb for healthy early-stage economics is LTV:CAC of 3:1 or better — treat it as a sense-check, not a pass/fail.

Checkpoints

Click Save checkpoint to freeze today's numbers, with an optional label (e.g. "Post price increase — Mar").

• Up to 12 checkpoints per venture. When you save a 13th, the oldest is removed automatically.
• Open any checkpoint in the Checkpoints list to compare past numbers and notes.

Checkpoints give you evidence of progress to show mentors, program managers and investors — not just a single number.

How it fits your journey

• Idea Book → Financial Projections holds your early modelled CAC and LTV. This workbook is where real numbers take over once you're selling.
• Playbook steps opens the Unit Economics playbook if you want the method step by step.
• The Tools card shows how many of the five core fields are filled and how many checkpoints you've saved.

Prerequisites

Select an active venture from the header. No Idea Book gate applies.

Getting started

• Fill in the five number fields with your best current figures.
• Write one line in Assumptions & notes explaining where each number comes from.
• Save your first checkpoint, then update it after each pricing change or channel shift.

Open Unit Economics Workbook