autodoc-agent-kit 1.0.0

package/src/modules/product/skills/saas-economics-efficiency-metrics/template.md

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+# SaaS Economics & Efficiency Metrics Calculator
+
+Use this template to calculate your unit economics and capital efficiency metrics. Fill in your numbers and calculate each metric.
+
+---
+
+## Unit Economics
+
+### Gross Margin
+```
+Revenue: $__________
+COGS (Cost of Goods Sold):
+  - Hosting & infrastructure: $__________
+  - Payment processing fees: $__________
+  - Customer onboarding costs: $__________
+  - Other direct costs: $__________
+Total COGS: $__________
+
+Gross Profit = Revenue - COGS = $__________
+Gross Margin % = (Gross Profit / Revenue) × 100 = __________%
+```
+
+### CAC (Customer Acquisition Cost)
+```
+Sales & Marketing Spend:
+  - Marketing salaries: $__________
+  - Sales salaries & commissions: $__________
+  - Advertising & paid channels: $__________
+  - Marketing tools: $__________
+  - SDR/BDR costs: $__________
+Total S&M Spend: $__________
+
+New Customers Acquired: __________
+
+CAC = Total S&M Spend / New Customers = $__________
+```
+
+### LTV (Lifetime Value)
+```
+Method 1 (Simple):
+ARPU (monthly): $__________
+Average Customer Lifetime (months): __________
+LTV = ARPU × Lifetime = $__________
+
+Method 2 (Better):
+ARPU (monthly): $__________
+Gross Margin %: __________%
+Monthly Churn Rate: __________%
+LTV = (ARPU × Gross Margin %) / Monthly Churn Rate = $__________
+
+Method 3 (Advanced):
+Account for expansion, cohort-specific retention, discount rate
+[Use financial model]
+```
+
+### LTV:CAC Ratio
+```
+LTV: $__________
+CAC: $__________
+LTV:CAC Ratio = LTV / CAC = __________:1
+```
+
+**Benchmark:**
+- [ ] >3:1 (Healthy—scale confidently)
+- [ ] 1-3:1 (Marginal—optimize before scaling)
+- [ ] <1:1 (Unsustainable—fix immediately)
+
+### Payback Period
+```
+CAC: $__________
+Monthly ARPU: $__________
+Gross Margin %: __________%
+
+Payback Period (months) = CAC / (Monthly ARPU × Gross Margin %)
+Payback Period = __________ months
+```
+
+**Benchmark:**
+- [ ] <12 months (Excellent)
+- [ ] 12-18 months (Acceptable)
+- [ ] >24 months (Concerning—cash trap risk)
+
+### Contribution Margin
+```
+Revenue: $__________
+Variable Costs:
+  - COGS: $__________
+  - Variable support costs: $__________
+  - Payment processing: $__________
+  - Variable customer success: $__________
+Total Variable Costs: $__________
+
+Contribution Profit = Revenue - Variable Costs = $__________
+Contribution Margin % = (Contribution Profit / Revenue) × 100 = __________%
+```
+
+---
+
+## Capital Efficiency
+
+### Burn Rate
+```
+Monthly Expenses:
+  - S&M: $__________
+  - R&D: $__________
+  - G&A: $__________
+  - COGS: $__________
+Total Monthly Expenses (Gross Burn): $__________
+
+Monthly Revenue: $__________
+
+Net Burn Rate = Total Expenses - Revenue = $__________/month
+```
+
+### Runway
+```
+Cash Balance: $__________
+Monthly Net Burn: $__________
+
+Runway (months) = Cash Balance / Net Burn = __________ months
+```
+
+**Warning Levels:**
+- [ ] >12 months (Healthy)
+- [ ] 6-12 months (Start fundraising process)
+- [ ] <6 months (Crisis—raise now or cut burn)
+
+### Operating Expenses (OpEx)
+```
+Annual Revenue: $__________
+
+OpEx Breakdown:
+  Sales & Marketing: $__________
+  Research & Development: $__________
+  General & Administrative: $__________
+Total OpEx: $__________
+
+S&M as % of Revenue: __________%
+R&D as % of Revenue: __________%
+G&A as % of Revenue: __________%
+Total OpEx as % of Revenue: __________%
+```
+
+### Net Income (Profit/Loss)
+```
+Revenue: $__________
+- COGS: $__________
+- OpEx: $__________
+
+Net Income = Revenue - COGS - OpEx = $__________
+Profit Margin % = (Net Income / Revenue) × 100 = __________%
+```
+
+---
+
+## Efficiency Ratios
+
+### Rule of 40
+```
+Revenue Growth Rate (YoY): __________%
+Profit Margin %: __________%
+
+Rule of 40 = Growth Rate + Profit Margin = __________
+```
+
+**Benchmark:**
+- [ ] >40 (Healthy balance of growth and efficiency)
+- [ ] 25-40 (Acceptable)
+- [ ] <25 (Concerning—burning cash without sufficient growth)
+
+### Magic Number
+```
+Current Quarter Revenue: $__________
+Previous Quarter Revenue: $__________
+Revenue Increase = $__________
+
+Previous Quarter S&M Spend: $__________
+
+Magic Number = (Revenue Increase × 4) / Prev Quarter S&M Spend
+Magic Number = __________
+```
+
+**Benchmark:**
+- [ ] >0.75 (Efficient—scale S&M confidently)
+- [ ] 0.5-0.75 (Acceptable—optimize before scaling)
+- [ ] <0.5 (Inefficient—fix GTM before spending more)
+
+### Operating Leverage
+```
+Track over multiple quarters:
+
+Quarter | Revenue | Revenue Growth | OpEx | OpEx Growth | Leverage
+--------|---------|----------------|------|-------------|----------
+Q1      | $______ | ____%          | $____| ____%       | _______
+Q2      | $______ | ____%          | $____| ____%       | _______
+Q3      | $______ | ____%          | $____| ____%       | _______
+```
+
+**Check:**
+- [ ] Revenue growing faster than OpEx? (Positive leverage ✅)
+- [ ] OpEx growing faster than Revenue? (Negative leverage 🚨)
+
+---
+
+## Segment Analysis
+
+Calculate unit economics by customer segment:
+
+| Metric | SMB | Mid-Market | Enterprise | Blended |
+|--------|-----|------------|------------|---------|
+| CAC | $____ | $______ | $______ | $______ |
+| LTV | $____ | $______ | $______ | $______ |
+| LTV:CAC | ___:1 | ___:1 | ___:1 | ___:1 |
+| Payback (mo) | ____ | ____ | ____ | ____ |
+| Gross Margin % | ___% | ___% | ___% | ___% |
+
+**Analysis:**
+- Which segment has best LTV:CAC ratio?
+- Which segment has fastest payback?
+- Which segment has highest gross margin?
+- Should you focus acquisition on specific segment?
+
+---
+
+## Benchmarks & Quality Checks
+
+### Unit Economics
+- [ ] Gross margin >70% (SaaS should be high-margin)
+- [ ] LTV:CAC >3:1 (minimum for sustainable growth)
+- [ ] Payback period <12 months (cash efficient)
+- [ ] Contribution margin >60% (after all variable costs)
+- [ ] LTV calculated with gross margin (not just revenue)
+
+### Capital Efficiency
+- [ ] Runway >12 months (healthy buffer)
+- [ ] Net burn decreasing over time (path to profitability)
+- [ ] OpEx growing slower than revenue (positive operating leverage)
+- [ ] G&A <15% of revenue (keep overhead low)
+
+### Efficiency Ratios
+- [ ] Rule of 40 >40 (healthy balance)
+- [ ] Magic number >0.75 (efficient GTM)
+- [ ] Revenue growth rate > OpEx growth rate (operating leverage)
+
+---
+
+## Red Flags
+
+Check if any of these apply:
+
+- [ ] LTV:CAC <1.5:1 (buying revenue at a loss)
+- [ ] Payback period >24 months (cash trap)
+- [ ] Runway <6 months (survival crisis)
+- [ ] Rule of 40 <25 (burning cash without growth)
+- [ ] Magic number <0.5 (GTM engine broken)
+- [ ] OpEx growing faster than revenue (negative leverage)
+- [ ] Gross margin <60% (margin problem)
+- [ ] CAC increasing while LTV flat/decreasing (unit economics degrading)
+- [ ] Great LTV:CAC but terrible payback (illusion of health)
+
+---
+
+**If you checked any red flags, see SKILL.md Common Pitfalls section for fixes.**