PM × India

Unit Economics Template

A unit economics framework for Indian SaaS and consumer products. Calculates CAC, LTV, payback period, contribution margin, and cohort-level retention — with India-specific benchmarks and INR-first inputs. Free to copy, download, and use. No signup required.

Template
# Unit Economics Template
**Product:** [Name]
**Model:** [ ] B2C subscription  [ ] B2B SaaS  [ ] Marketplace  [ ] Transactional
**Currency:** INR (₹)
**Period:** [Month / Quarter / Year]
**Prepared by:** [Name]  **Date:** [Date]

---

## 1. Revenue per unit

| Metric | Value | Notes |
|---|---|---|
| Average Revenue Per User (ARPU) — monthly | ₹ | Blended across all paid tiers |
| Average Revenue Per Account (ARPA) — monthly | ₹ | For B2B: per company, not per seat |
| Gross margin on revenue | % | Revenue minus direct COGS (hosting, payments, support) |
| Net Revenue Retention (NRR) | % | Expansion + contraction + churn; target > 100% for SaaS |
| Monthly churn rate | % | Paid users who cancel in a given month |
| Average contract length | months | |

**COGS breakdown (per user per month):**
| Cost item | ₹ / user / month | Notes |
|---|---|---|
| Hosting / infrastructure | ₹ | AWS, GCP, etc. |
| AI / LLM inference | ₹ | Per-user AI cost |
| Payment processing | ₹ | Razorpay: ~2% + ₹3 per transaction |
| Customer support (burdened) | ₹ | |
| Other direct costs | ₹ | |
| **Total COGS** | **₹** | |
| **Gross margin** | **%** | (ARPU − COGS) / ARPU |

---

## 2. Customer Acquisition Cost (CAC)

| Channel | Monthly spend (₹) | New customers acquired | CAC (₹) | Notes |
|---|---|---|---|---|
| SEO / content | ₹ | | ₹ | |
| Paid social (Meta, LinkedIn) | ₹ | | ₹ | |
| YouTube / video | ₹ | | ₹ | |
| Referral / word of mouth | ₹ | | ₹ | |
| Sales / outbound | ₹ | | ₹ | |
| Partnerships | ₹ | | ₹ | |
| **Blended total** | **₹** | | **₹** | |

**Fully-loaded CAC:** Include salaries of sales and marketing headcount (burdened cost) divided by new customers acquired. Most early-stage teams underestimate CAC by 2–3× when they exclude headcount.

| Component | Monthly cost (₹) |
|---|---|
| Ad spend | ₹ |
| Sales & marketing headcount (burdened) | ₹ |
| Tools (CRM, email, analytics) | ₹ |
| Agency / contractor fees | ₹ |
| **Total S&M spend** | **₹** |
| New customers this month | |
| **Fully-loaded CAC** | **₹** |

---

## 3. Lifetime Value (LTV)

**Simple LTV (gross margin basis):**
```
LTV = (ARPU × Gross margin %) / Monthly churn rate
```

| Input | Value |
|---|---|
| ARPU (monthly) | ₹ |
| Gross margin | % |
| Monthly churn | % |
| **LTV** | **₹** |

**LTV with expansion revenue:**
If NRR > 100% (customers expand over time), use the discounted cash flow method instead. Discount rate for India SaaS: typically 15–20% annually.

---

## 4. Key ratios

| Ratio | Your value | India SaaS benchmark | Status |
|---|---|---|---|
| LTV : CAC | : 1 | > 3:1 | |
| CAC payback period | months | < 18 months | |
| Gross margin | % | 65–80% (SaaS) | |
| NRR | % | > 100% (growth signal) | |
| Monthly churn | % | < 3% (healthy) | |

**CAC payback period:**
```
Payback = CAC / (ARPU × Gross margin %)
```

---

## 5. Cohort retention

Track each monthly acquisition cohort's retained revenue over time. This is more honest than aggregate churn.

| Cohort | Month 0 | Month 1 | Month 3 | Month 6 | Month 12 |
|---|---|---|---|---|---|
| [Jan cohort] | 100% | % | % | % | % |
| [Feb cohort] | 100% | % | % | % | % |
| [Mar cohort] | 100% | % | % | % | % |

**Observations:**
- [e.g. Month-1 drop is high → onboarding problem]
- [e.g. Month-3 stabilises → product has a retained core]

---

## 6. Path to contribution positive

At current CAC and churn, when does a cohort become contribution-positive (cumulative revenue > CAC)?

| Scenario | CAC | ARPU | Gross margin | Churn | Payback month |
|---|---|---|---|---|---|
| Current | ₹ | ₹ | % | % | |
| Optimistic (lower CAC) | ₹ | ₹ | % | % | |
| Pessimistic (higher churn) | ₹ | ₹ | % | % | |

---

## 7. India-specific considerations

**Payment failure impact on churn:**
UPI AutoPay failures are common in India (bank server downtime, insufficient balance). Track involuntary churn separately from voluntary churn. Involuntary churn inflates your churn rate — a dunning/retry flow can recover 20–40% of failed payments.

**INR depreciation:**
If you have USD-denominated costs (AWS, OpenAI/Anthropic, Stripe fees) and INR revenue, currency risk affects your gross margin. At ₹84/USD, a $0.01/user/month cost increase is ₹0.84/user/month — small at 100 users, material at 10,000.

**GST pass-through:**
Ensure your ARPU figures are net of GST (18%). If you collect ₹1,000/month from a customer, your recognisable revenue is ₹847 (the rest is GST owed to the government). Modelling on gross-of-GST ARPU overstates revenue.

How to use this Unit Economics template

1

Calculate fully-loaded CAC, not just ad spend

Early-stage teams routinely underestimate CAC by 2–3× because they only count ad spend. Fully-loaded CAC includes sales and marketing headcount (burdened: salary + benefits + equity dilution), tools, agency fees, and content production. If your LTV:CAC ratio looks great on ad spend alone but terrible when you include headcount, your business model is funding its growth with labour it isn't accounting for.

2

Track cohort retention before you trust your churn number

Aggregate monthly churn is misleading when your user base is growing. A cohort table (Section 5) shows what actually happens to users acquired in a given month. If Month-1 retention is 40%, you have an activation/onboarding problem. If Month-1 is 80% but Month-6 is 20%, you have a long-tail engagement problem. Both look like '5% monthly churn' in aggregate but require completely different fixes.

3

Separate voluntary and involuntary churn in India

India has unusually high involuntary churn — UPI AutoPay and card payments fail frequently due to bank downtime, OTP friction, and insufficient balance. Treat involuntary churn as an ops problem (dunning, retry, grace period), not a product problem. Mix them together and you'll build the wrong thing. Target: recover ≥ 30% of failed payments within 7 days through a retry and in-app notification flow.

4

Model your gross margin net of GST from day one

GST at 18% on SaaS revenue is owed to the government — it is not your revenue. If you model unit economics on gross-of-GST ARPU, your LTV will be overstated by 18% and your business will look more attractive than it is. Model revenue as net-of-GST from the first spreadsheet.

Want a Unit Economics grounded in your actual customer data?

PMRead ingests your customer interviews, feedback, and Slack threads — and generates PRDs backed by real evidence, not guesses.

Try PMRead free →

Frequently asked questions

What is a good LTV:CAC ratio for an India SaaS product?

The global benchmark of 3:1 applies to India SaaS as well, but the absolute numbers are different. An India SaaS product with ₹500 ARPU and ₹1,500 CAC at 3:1 is healthy. The more important number is payback period — if CAC payback exceeds 18 months, you need significant capital to fund growth. Most India-focused SaaS products target 9–12 month payback as a capital-efficient model.

How do I calculate LTV when I don't have 12 months of retention data?

Use the simple formula (ARPU × gross margin) / monthly churn as an approximation. Be conservative: use your worst monthly churn rate, not your best. For early-stage products (< 6 months of data), LTV is an estimate, not a fact — treat it as a planning input, not a fundraising claim. State your assumptions explicitly when sharing the number with investors.

Should I include founding team time as a CAC cost?

Yes, if you are using it to make operating decisions. Exclude it if you are presenting to investors who understand that founding team time is a sunk cost at the pre-seed stage. The honest internal number includes all labour. The fundraising number typically excludes founders but includes hired sales and marketing headcount.