Opstarts automatically calculates your Customer Acquisition Cost for you. You can view your CAC broken down by individual product, as well as separated into CAC expenses and CAC employee costs.
Automatically generated CAC costs (Direct)
Opstarts will automatically designate the following costs as CAC and allocate them as direct CAC expense for specific products:
- Lead generation for products. If you create a leads link from an expense (such as marketing or advertising) to generate leads for a product, that expense will be allocated as CAC for the product it generates leads for.
- Employees in sales funnel. Both quota-carrying salespeople and other resources you assign in Sales Planning as part of the resources involved in selling a product are allocated as CAC for the product being sold.
Tagging items as CAC (Indirect)
You can also tag items that you want included as CAC, but are not directly involved with a specific product sale. For example, you might want to tag your CRM system expense or your sales management employees as CAC. Do this by checking the "Add to CAC" checkbox in the CAC/COGS tab. These expenses will be allocated as CAC across all your products.
Partial CAC items
For both automatic and indirect items, you can include a partial amount of the expense in CAC calculations. For example, you might want 50% of a software expense to be allocated towards CAC, or you might have an employee who spends some portion of their role on sales activities. To allocate a percentage of an expense or employee towards CAC, just enter the percentage in the CAC/COGS tab.