SYSTEM STATUS / UNIT ECONOMICS

Margin death is a slow alarm.

The company usually sees the final symptom first: the cash balance is tighter, the team is busier, or growth requires another round of spend. The control room should surface the upstream movement earlier, while the operator can still change the unit.

Run the same weekly sequence across margin, payback, retention, and cash. A stable definition is a sensor. A changing definition is noise.

LIVE CONTROL SEQUENCE

Four channels report to one economic system.

Select a channel to see its core readout. The dashboard is designed to route an operator from signal to evidence, not to create another scoreboard.

CONTROL 01 / MARGIN

Find the contribution leak

Start with realized price and every variable cost that moves with the unit. A growing top line can still be a warning when delivery, support, usage, refunds, or payment costs consume the contribution left after acquisition.

realized price − variable cost = contribution
GAUGE ARRAY / WEEKLY

Read the system in the order it fails.

These gauges are not independent. A margin leak lengthens payback; a long payback increases cash pressure; weak retention makes every acquired unit less valuable.

MARGIN_01REALIZED UNITWHAT REMAINS?

Calculate revenue per unit after discounts, credits, refunds, payment fees, direct delivery, usage, onboarding, and incremental support. Keep list price separate from the price actually collected.

REVENUE − VARIABLE COST = CONTRIBUTION

Watch for variable cost per unit rising faster than realized price. That is the earliest form of margin death: the unit becomes harder to serve before the income statement tells the story.

PAYBACK_02RECOVERY CLOCKWHEN DOES IT PAY?

Divide CAC by monthly contribution from the new customer. Include attributable sales and marketing labor in the blended view, then split by channel, offer, and customer size.

CAC ÷ MONTHLY CONTRIBUTION = PAYBACK

Compare contractual payback with collected-cash payback when billing terms or failed payments create a gap between a signed agreement and liquidity.

RETENTION_03COHORT HEALTHDOES VALUE HOLD?

Track customer churn and revenue churn separately. Gross retention shows what remains before expansion; net retention shows what remains after expansion and reactivation. Both need a cohort lens.

BEGINNING − CHURN − CONTRACTION + EXPANSION

Pair movement with activation, usage, support intensity, renewal timing, and cumulative contribution. Expansion should not be allowed to hide a broad base leak.

CASH_04LIQUIDITYCAN IT FUND NEXT WEEK?

Reconcile booked revenue with collected cash, aged receivables, payment failures, payroll, vendor bills, refunds, and the cost of acquiring and serving the next cohort.

NET BURN ÷ NET NEW ARR = BURN MULTIPLE

Use a rolling window when weekly data is noisy. The objective is not a universal score; it is knowing whether the next dollar of growth is becoming more expensive to finance.

FAULT LOG

Common combinations that deserve investigation.

Do not reset the gauge because the number is inconvenient. Open the source record and trace the mechanism.

FAULT_01REVENUE_GREEN / CONTRIBUTION_RED

Discounts, service hours, refunds, usage, or support are consuming the unit. Pull invoice events and cost-to-serve by segment.

FAULT_02CAC_RED / CLOSE_RATE_STABLE

Channel mix, sales labor, deal size, or cycle length changed. Pull acquisition spend and attributable effort instead of blaming the market.

FAULT_03NRR_GREEN / GRR_RED

Expansion is concentrated. Pull account-level contraction and churn to see whether a few upgrades are masking base deterioration.

FAULT_04ARR_GREEN / CASH_RED

Collections, terms, failed payments, front-loaded delivery, or burn are out of sequence. Contract value is not cash until the account pays.

ALERT LOGIC

Trigger a review when two linked measures worsen for two consecutive periods, or when a single change threatens liquidity or delivery capacity. Assign one owner and one reversible intervention.

OPERATOR DIAGNOSTICS

Questions that force the system to speak.

Every answer should point to a source record: an invoice, cohort table, support queue, delivery schedule, bank statement, or customer event.

01 / MARGIN

What moved with the unit?

What was the realized price after concessions? Which variable costs rose? Which customer, channel, or plan now requires work that was never priced?

02 / PAYBACK

What is the recovery clock?

What did acquisition really cost? How much monthly contribution is available? Did first-90-day service cost get pushed outside the calculation?

03 / RETENTION

Which cohort is leaking?

What did the latest cohort activate, use, renew, expand, or contract? Is an average being rescued by a small number of large accounts?

04 / CASH

What funds the next week?

What was collected? What is overdue? What did the business pay before the customer paid? Which action can reverse the cash movement now?

NEXT CONTROL ACTION

Instrument the unit before you scale it.

Make contribution, payback, cohort health, and cash timing visible before the next spend decision.

Open The Control Sequence