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unit-economics-margin-analysis

Calculates gross margin, net margin, EBITDA, CAC, and per-client profitability from accounting data.

1|Updated Jun 21, 2026
Search Tags:#finance#profitability#unit economics#cac#p&l#margin analysis#ebitda
One-click install
npx skills add https://github.com/tapway/shogun-os --skill unit-economics-margin-analysis-tapway
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: unit-economics-margin-analysis
Source: https://github.com/tapway/shogun-os/tree/main/skills/finance/unit-economics-margin-analysis
Command: npx skills add https://github.com/tapway/shogun-os --skill unit-economics-margin-analysis-tapway

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Finance teams need consistent profitability metrics for monthly reviews, board reporting, and pricing decisions, but manually computing margins, EBITDA, and CAC from P&L and invoice data is slow and error-prone. ## Core Features & Use Cases - Margin Calculation: Computes Gross Margin %, Net Margin %, and EBITDA from P&L data pulled via acct_get_profit_loss, with depreciation sourced from the general ledger schedule. - CAC Analysis: Derives Customer Acquisition Cost by dividing total sales and marketing spend by new customers acquired in the period. - Client Profitability Ranking: Ranks clients by gross profit using invoice data and flags accounts with negative or under-10% margins. - Use Case: For a quarterly review, pull Q3 financials and marketing spend to produce a unit-economics summary showing 62.9% gross margin, RM285K EBITDA, RM4,000 CAC, and a ranked client profitability table highlighting low-margin accounts. ## Quick Start Ask the finance-manager agent to run a unit economics and margin analysis for the last quarter including EBITDA, CAC, and client profitability breakdown.

Frequently Asked Questions about unit-economics-margin-analysis

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I calculate gross margin and net margin from P&L data?▼

Gross margin is (revenue minus COGS) divided by revenue, and net margin is net profit divided by revenue. This skill pulls the P&L via acct_get_profit_loss and computes both percentages per revenue line automatically.

How to calculate CAC from accounting and marketing spend data?▼

CAC equals total sales and marketing spend divided by new customers acquired in the period. The skill reads S&M spend from P&L OPEX lines and counts new customers via acct_list_contacts filtered by creation date.

What tools are required for unit economics analysis with this skill?▼

It requires the finance-manager profile with acct_get_profit_loss, acct_list_sales_invoices, and acct_list_contacts MCP tools, plus a gbrain finance source holding marketing spend and depreciation schedules at finance/unit-economics/.

Does this skill calculate LTV or LTV/CAC ratio?▼

No, it computes CAC but not LTV. The LTV assumption, based on average contract value times retention months, must be supplied by the stakeholder since it cannot be inferred from the acct_* tools.

Why is my gross margin overstated in profitability analysis?▼

Overstated gross margin usually comes from misclassifying direct delivery costs like per-customer hosting or dedicated support as OPEX instead of COGS. Move those costs into COGS to reflect true delivery cost.

When should I not use unit economics margin analysis?▼

Do not use it for customer concentration risk, which belongs to the revenue-concentration-audit skill, or for budget-versus-actual tracking, which belongs to bva-variance-analysis. It focuses strictly on margins, EBITDA, CAC, and client profitability.

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