The Lean-Case Expense Widget is used to capture Cost of Goods Sold, Cost of Selling and general Expenses. 

To add a time-based or volume-based expense as an absolute currency value (in the currrency selected for your Lean-Case project), click the <Add ...> button and select the    tab.

Learn how to

Add a time-based expense

To add an expense based on time periods, set the Time / Volume switch to "Time"
 
Enter
  • the Descpription for your expense and
  • the Account to which the expense should be assigned
  • the Expense Amount 
  • the Driver for the Expense Amount (see below)
  • the applicable Timeframe with start and end month 
  • the Growth Rate of the Expense Amount  
 
A time-based expense can be based on the following time periods:

 

 

Add a volume based expense

To add an expense based on volumes, set the Time / Volume switch to "Volume"
 

 Enter

  • the Descpription for your expense and
  • the Account to which the expense should be assigned
  • the Expense Amount 
  • the Driver for the Expense Amount (see below)
  • the applicable Timeframe with start and end month 
  • the Growth Rate of the Expense Amount 

 

A volume-based expense can be based on the following drivers for Units, Customers, Sales Teams and Sales Partners:

If you select a volume driven expense,  you have to link the expense amount to a Revenue Stream, e.g. a B2C Subscription Revenue which is driven by the number of users.

The table below lists the four different cost drivers (units, customers, sales teams and sales partners) and provides examples on how they can impact cost.

Driver  New ...  Sold (New + Renewed) ...  Existing ...
... Units Production Cost per New Unit License Cost per Unit Sold   Support Cost per Existing Unit
... Customers One-time Onboarding Cost per Customers License Fee per Active Customer Support Cost per Existing Customer  
... Sales Teams Ramp-Up Cost per New Sales Team     - Cost per all exististing Sales Teams
... Sales Partners Ramp-Up Cost per New Sales Partner     - Cost per all exististing Sales Partners

 

  • Cost per NEW Units/Customers/Sales Teams/Sales Partners are one-time cost which occur every time when 
    • a new unit is sold (e.g. production cost)
    • a new customer is signed up (e.g. on-boarding cost)
    • a new Sales Team is set up (e.g. ramp-up  cost)
    • a new Sales Partner is onboarded (e.g. training cost)
  • Cost per SOLD Units/Customers are one-time cost which occur every time when 
    • a new unit is sold or a unit is renewed (e.g. a 3rd party license fee) 
    • a new customer is signed up or an existing customer is renewed (e.g. an affiliate fee)
  • Cost per EXISTING Units/Customers/Sales Teams/Sales Partners are periodical monthly cost which occur for
    • all units in the market (e.g. monthly maintenance cost)
    • all existing customers (e.g. monthly customer support cost)
    • all active Sales Teams (e.g. on-going monthky cost per Sales Team) 
    • all active Sales Partners (e.g. on-going monthly retainer per Sales Partner)