Unit Economics for Product Leaders
Part 1: What the Textbooks Get Wrong
Core unit economics formulas for B2B SaaS — common errors in ARPU and LTV calculations, dimensional analysis, revenue-based vs. margin-based LTV, and the weighted LTV problem.
Part 2: The Bridge to the P&L
How per-customer unit economics connect to portfolio-level P&L, the cost taxonomy that matters, why gross margin ≠ contribution margin, and the explicit bridge from unit economics to profitability.
Part 3: Five Decision Frameworks
Product decision frameworks built on unit economics — the attribution trap, variable vs. fixed cost reduction, bundling economics, capacity-constrained optimization, and breakeven pricing floors.