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In case you have Quickbooks or Xero connected to Subscript, we can sync this for you automatically, and will default to that option instead. Check out Configure Cost Data / Expenses Sync from your General Ledger to learn how to configure it.

If you have a GL connected, but would rather enter this data manually anyway, please contact our Support team to get this setting configured for you.

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Video tutorial

https://www.loom.com/share/f1bc91a1dae64524a2689ea5c0821204

Steps to enter the costs

1. Go to any dashboard in Subscript that includes a “Business Snapshot” data table. The standard “Common SaaS Metrics” dashboard works fine for this

1. In that table click into the CAC (recurring) number for any given month. If you haven’t yet added costs data, it should be $0.

2a. If you are on a custom dashboard don’t see CaC in your Business Snapshot, add it in the settings of the table.

3. Clicking into the month will prompt a modal window with the options to change sales or marketing costs.

4. Click into either, and you will see the form to add Sales, Marketing, and COGS for that month.

5. Save and close, and head back to the data table to see the resulting CAC, CAC/LTV, Gross Margin, and more.

Backfilling past months

<aside> 💡 If you’d like to backfill many months all at once, reach out to the Subscript team with your numbers filled out from this spreadsheet template (make a copy, fill out, then be sure to give a Subscript contact edit permissions so they can share it with any teammate needed).

We will import them for you as soon as we can!

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