Veltos.Tech

Business and process

Unit economics

Also known as: per-unit profitability, LTV and CAC, contribution margin per customer

Definition

Unit economics is the profitability calculation for a single business unit, usually a customer, an order or a subscription, comparing the revenue a customer brings over their lifetime (LTV) with the cost of acquiring them (CAC), with a ratio of three or more treated as sustainable.

The core set of metrics is small. CAC is all acquisition spend divided by the number of customers acquired, and it includes not just the ad budget but sales team time, first-order discounts and platform commissions. ARPU or average order value shows revenue per customer per period. Margin separates revenue from profit: a 10,000 RUB order costing 8,500 RUB to fulfil yields 1,500, not 10,000. LTV is the total margin across a customer’s lifetime accounting for repeat purchases and churn. Payback period shows how many months it takes a customer to return what was spent to acquire them.

The practical value is that unit economics tells you what to fix. A loss-making unit has three levers and they are not equal: lower the acquisition cost (usually the slowest path), raise the average order value or margin (faster, but capped by the market), or increase repeat purchases (the most underrated lever, because retention is almost always cheaper than acquisition). The conversation "we need more traffic" without this calculation regularly scales the loss instead, since every extra customer acquired above their value burns cash faster.

The calculation traps are consistent. Computing LTV from revenue rather than margin is the most common, and it keeps the picture rosy right up to the point the cash runs out. Leaving everything but advertising out of CAC. Taking a full-lifetime LTV when the business is eighteen months old and three-year retention data physically does not exist. And averaging across the whole base, when often one cohort or one channel carries the numbers while the rest lose money, yet the average looks acceptable. Cohort and channel breakdowns are mandatory, otherwise the calculation reassures rather than informs.

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