Built for practical application.
Estimate finite-horizon customer contribution, compare acquisition cost and payback, and review observed cohort value.
A nine-sheet customer-value workbook with a 60-month prepared subscription contribution build, survival and ARPA expansion, effective monthly discounting, finite-horizon value, acquisition-cost comparison and payback. Includes separate repeat-purchase and realized-cohort methods, retention actions, governance and release criteria. Includes fictional worked examples, a tailored seven-page implementation guide in DOCX and PDF, and the Officiora Originals license. Macro-free XLSX.
Putting this resource to work
Suggested workflow based on the resource’s published scope. Adapt it to your organization and review the included instructions before use.
Before you begin
Gather monthly revenue per active customer, contribution margin, extra service costs, monthly customer churn, expansion, acquisition cost and a finite planning horizon. Keep customer and revenue definitions consistent.
Suggested workflow
Review the monthly survival and contribution build before using discounted value, contribution-to-CAC or payback. Use Repeat Purchase as a separate method for transaction businesses, and compare forecast assumptions with observed Cohort Actuals.
Review before relying on the result
Subscription and repeat-purchase outputs are alternative methods and should not be added together. Avoid subtracting service cost twice, distinguish forecast customer value from realized cohort value, and revisit assumptions when retention, margin or acquisition economics change.