The Revenue Menu is one of the 5 key menu items to create, manage and review the key components of a Lean-Case:
You find 4 different views Plan, Check, Manage and Track to create and review your revenue assumptions.
In the Plan View
- Create the revenue assumption for your Lean-Case by adding Revenue Streams. To add a new Stream, click on <+ Add Revenue Stream> and select the appropriate Revenue Model. Each Revenue Stream represents a Lean-Case Widget.
- Depending on the chosen revenue model, you can plan your assumptions for applicable revenue widgets. Check the corresponding Revenue Model and Metric Definitions for details on how to plan:
- Units Sold (e.g. the number of users, customers, person days, .. being sold),
- Revenues (e.g. in terms of price, growth and/or churn)
- Cost of Goods Sold (CoGS),
- Customer Aquisition Cost (CAC) - being made up of Cost of Selling and the Cost of Marketing and
- Cash-Flow (e.g. monthly or annual billing)
- In the top part of the Plan View, you can review key results of your calculation. Key Metrics, how revenues develop and how they average for the selected monthly, quarterly or yearly view. Check Work in the Plan View / Add View for details.
In the Check View, find and review the data for your revenue assumptions
- in the top part, find the data for each Revenue Stream. It shows in detail all items grouped by Unit and Revenue, CoGS and CAC assumptions for each stream.
- in the bottom part, find the total data aggregated across all Revenue Streams. The totals are shown following the same structure: Revenues, CoGS and CAC.
In the Manage View, select a revenue stream and review the unit economics dashboard for this specific screen to manage further changes to the plan
In the Track View, find and review how your actual Revenues, CoGS and CAC captured in the Actuals Menu deviate from your revenue plan assumptions captured in the Revenue Plan View.
- in the top part, find the deviation for each Revenue Stream grouped by Revenue, CoGS and CAC data for each stream.
- in the bottom part, find the total deviation aggregated across all Revenue Streams. The total deviation is also shown following the same structure: Revenues, CoGS and CAC.
- Tour of the menus, views and time selection
- Work in the Plan View / Add View
- Work in the Check View
- Work in the Manage View
- Work in the Track View
- Understand Lean-Case Metrics Structure
- Manage Lean-Case Widgets