Unit Economics Excel Template
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LTV, CAC, payback and contribution margin with cohort retention.
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About this unit economics schedule
A unit economics schedule measures profitability at the customer, loan, product, store, cohort, or transaction level. Common outputs include LTV, CAC, payback period, gross margin, contribution margin, retention, churn, and cohort value.
Use this free Excel unit economics schedule preview to compare layouts for SaaS, fintech, marketplace, subscription, and consumer models. It is useful when the quality of growth depends on whether each incremental unit creates attractive long-term economics.
Formatted to IB standards
Named theme colors repaint the whole workbook in one click, on top of an investment-banking structure with clear input, output, and cross-sheet reference styling - brand-ready, institutional-grade, and fully auditable.
Frequently asked
What does the Unit Economics schedule do?+
A unit economics schedule measures profitability at the customer, loan, product, store, cohort, or transaction level. Common outputs include LTV, CAC, payback period, gross margin, contribution margin, retention, churn, and cohort value.
When should I use a Unit Economics schedule?+
Use this free Excel unit economics schedule preview to compare layouts for SaaS, fintech, marketplace, subscription, and consumer models. It is useful when the quality of growth depends on whether each incremental unit creates attractive long-term economics.
What is included on this Unit Economics schedule page?+
The page includes a live Excel preview, source model examples, sheet-name variants, and related schedules for the unit economics workflow.
Can I download the workbook behind this Unit Economics example?+
Yes. Use the download button or open one of the linked source models to download the full Excel workbook that contains this schedule.
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