Contribution Margin Dashboard

Granular profit tracking from product to operating level

📦 Revenue & COGS

Gross Revenue ($)

Less: Discounts ($)

Less: Returns & Refunds ($)

Net Revenue (auto-calculated)

Cost of Goods Sold - COGS ($)

🚚 Fulfillment & Delivery

Fulfillment Labor ($)

Shipping Costs ($)

Packaging Costs ($)

Payment Processing ($)

💰 Channel Costs

Email/SMS Platform Costs ($)

Email/SMS Agency Fee ($)

Paid Social Ad Spend ($)

Paid Search Ad Spend ($)

Other Paid Channels Ad Spend ($)

TikTok, Applovin, affiliates, etc.

Paid Media Agency Fees ($)

Performance Marketing Costs ($)

🔧 App & Platform Costs

Shopify + Apps ($)

Subscription Platform (Recharge/Skio) ($)

Reviews/UGC Tools (Yotpo/Okendo) ($)

Other Marketing Tools ($)

📊 Channel Revenue Attribution

Email/SMS Revenue ($)

Paid Social Revenue ($)

Paid Search Revenue ($)

Other Paid Channels Revenue ($)

TikTok, Applovin, affiliates, etc.

Organic/Direct Revenue ($)

🎯 New Customer Acquisition

New Customers Acquired (count)

Total CAC Spend (auto-calculated)

Paid spend + agencies + performance

CAC per Customer (auto-calculated)

💰 Customer Lifetime Value (LTV)

📋 Calculate LTV Manually:

Step 1: Average Order Value (last 12 months)
Step 2: Average Orders per Customer (lifetime)
Step 3: Multiply: AOV × Orders = LTV

Example: $65 AOV × 3.2 orders = $208 LTV

Customer Lifetime Value - LTV ($)

Enter the calculated LTV from above

LTV:CAC Ratio (auto-calculated)

Healthy: 3:1 minimum, 5:1+ ideal

💼 Operating Expenses (Components)

Salaries & Wages ($)

Rent & Utilities ($)

Software & Tools ($)

Professional Services (legal, accounting) ($)

Other Operating Costs ($)

Total Operating Expenses (auto-calculated)

📊 Key Performance Metrics

Break-even ROAS (auto-calculated)

0.00

Landed ROAS to cover COGS + fulfillment

MER - Media Efficiency Ratio (auto-calculated)

0.00

Revenue ÷ Total Marketing Spend

Marketing Spend % of Revenue (auto-calculated)

Total marketing spend as % of revenue

💡 Quick Actions

📈 Overall Business Health

MER (Media Efficiency Ratio)

Healthy DTC: 4.0-6.0

LTV:CAC Ratio

Min 3:1, Healthy 5:1+

Email CM3 Margin

Retention Engine Health

Operating Profit

CM1: Product Margin

$0 0%

Gross Revenue $0

Less: Discounts -$0

Less: Returns & Refunds -$0

Net Revenue $0

Less: COGS -$0

CM1 (Gross Profit) $0

CM2: Transaction Margin

$0 0%

CM1 (Starting Point) $0

Less: Fulfillment Labor -$0

Less: Shipping Costs -$0

Less: Packaging -$0

Less: Payment Processing -$0

CM2 (Transaction Margin) $0

CM3: Channel Contribution

$0 0%

CM2 (Starting Point) $0

Less: Email/SMS Platform -$0

Less: Email/SMS Agency -$0

Less: Paid Media Agency -$0

Less: Shopify + Apps -$0

Less: Subscription Platform -$0

Less: Reviews/UGC Tools -$0

Less: Other Marketing Tools -$0

CM3 (Channel Contribution) $0

CM4: Customer Profitability

$0 0%

CM3 (Starting Point) $0

Less: Paid Social Ad Spend -$0

Less: Paid Search Ad Spend -$0

Less: Other Paid Channels -$0

Less: Performance Marketing -$0

CM4 (After Acquisition) $0

Operating Profit

$0 0%

CM4 (Starting Point) $0

Less: Operating Expenses -$0

Operating Profit $0

💡 Insights

⚠️ Alerts & Opportunities

📊 Channel-Level CM3 Breakdown

📧 Email / SMS

Revenue $0

CM2 (50% avg) $0

Platform Costs -$0

Agency Costs -$0

CM3 $0

0% margin

📱 Paid Social

Revenue $0

CM2 (50% avg) $0

Ad Spend -$0

Agency (allocated) -$0

Performance (allocated) -$0

CM3 $0

0% margin

🔍 Paid Search

Revenue $0

CM2 (50% avg) $0

Ad Spend -$0

Agency (allocated) -$0

Performance (allocated) -$0

CM3 $0

0% margin

🌐 Organic / Direct

Revenue $0

CM2 (50% avg) $0

Channel Costs $0

CM3 $0

0% margin

📈 Channel Performance Comparison