Create an offer in Offers > Care Plans first if you want to link your economics model to a specific care plan.
How to create an economics model
Navigate to Economics
Go to Measure > Economics from the sidebar. You’ll see a list of existing economics models, or an empty state prompting you to create your first one.
Creating, editing, and deleting economics models requires the appropriate role-based permissions. If a button appears disabled, your current role may not have the necessary access.
Click Create Economics
Click the Create Economics button at the top of the page. This opens a two-column view: the input form on the left and a live Offer Economics panel on the right that updates as you type.
Fill in Basic Information
Start with the core details about your care plan:
| Field | What to enter |
|---|---|
| Care Plan Name | A descriptive name (e.g., “Autoimmune 12 month plan”) |
| Link to Offer (Optional) | Select an existing offer from your Care Plans to link this model to. Leave as “None” if not applicable. |
| Offer Price | The price you charge patients for this care plan ($) |
| Monthly Hours Open | Total operational hours your practice is open per month — used to calculate hourly technology costs |
| Cost Per Acquisition (CAC) | Target acquisition cost as a percentage of offer price. Best practice is 10% or less. |
Add cost items
Add the individual cost items that go into delivering your care plan. There are four sections, each with an Add button to add as many items as needed:Staff Costs — team members involved in delivering the service. Click Add Staff to add an entry:
Product Costs — physical products and supplies per patient. Click Add Product to add an entry:
Technology Costs — software, equipment, and services with monthly fees. Click Add Tech to add an entry:
Fixed Expenses (OpEx) — monthly overhead costs like rent, utilities, and insurance. Click Add Expense to add an entry:
| Field | What to enter |
|---|---|
| Name | Staff member name or role (e.g., “Physical Therapist”) |
| Wage per Hour | Hourly rate paid to this staff member. Defaults to 25 per hour for new entries. |
| Hours per Patient | Hours this person spends per patient for this care plan. Defaults to 1 hour for new entries. |
| Field | What to enter |
|---|---|
| Product Name | Name of the product, supplement, or material |
| Cost per Unit | What you pay per unit. Defaults to 50 per unit for new entries. |
| Units per Patient | How many units each patient receives. Defaults to 1 for new entries. |
| Field | What to enter |
|---|---|
| Technology Name | Name of the software, equipment, or service |
| Monthly Payment | Total monthly cost. Defaults to 100 per month for new entries. |
| Hours per Patient | Hours this technology is used per patient. Defaults to 1 hour for new entries. |
| Field | What to enter |
|---|---|
| Expense Name | Name of the expense (e.g., “Rent”, “Utilities”, “Insurance”) |
| Monthly Cost | Fixed monthly cost ($) |
| Hours per Patient | Hours each patient engages with your business per month |
Review the Offer Economics panel
As you fill in the form, the right-side Offer Economics panel updates in real time showing:
Below these, a Cost Breakdown lists each cost category individually (Staff Cost, Product Cost, Technology Cost, Fixed Expenses, Cost Per Acquisition, Base COGS, Total Cost), and a Gross Profit percentage at the bottom shows your overall margin.The Gross Margin card uses a 7-step color scale based on your margin percentage:
| Metric | What it means |
|---|---|
| Offer Price | The care plan price you entered |
| CPA (CAC) | Your calculated cost per acquisition based on the CAC percentage and offer price |
| COGS | Total cost of goods sold (staff + products + technology). Does not include fixed expenses — those are tracked separately. |
| Gross Margin | Revenue remaining after subtracting COGS, Fixed Expenses, and CPA from the offer price |
| Margin % | Status | Color |
|---|---|---|
| ≥ 85% | Excellent | Emerald (animated pulse) |
| ≥ 70% | Great | Green |
| ≥ 51% | Good | Lime |
| ≥ 26% | Fair | Yellow |
| ≥ 11% | Warning | Orange |
| ≥ 0% | Poor | Red |
| < 0% | Critical | Dark red (animated pulse) |
How to edit an economics model
When you open a saved economics model, the page looks different from the creation form — it has different field labels, additional fields, and a more detailed metrics panel.Open an economics entry
From the Economics list, click any entry to open it in edit mode. The page splits into two columns: your input form on the left, and a live Financial Metrics panel on the right.
Edit basic fields
The edit page has these core fields (note the labels differ from the creation page):
| Field | What to enter |
|---|---|
| Offer Name | The name of your economics model (called “Care Plan Name” on the creation page) |
| Offer Price | The price you charge patients for this care plan ($) |
| Monthly Hours | Total operational hours your practice is open per month (called “Monthly Hours Open” on the creation page) |
| Associate with Care Plan (Optional) | Link this model to an existing offer from your Care Plans |
Set Target Metrics
Fine-tune your cost benchmarks:
| Field | What to enter |
|---|---|
| CAC Target % | Customer acquisition cost as a percentage of offer price |
| COGS Efficiency % | Cost efficiency coefficient applied to direct costs only (staff, products, and technology — not fixed expenses). Negative means under budget (efficient), positive means over budget (inefficient). |
Set Marketing Funnel
Enter your ad spend to see predicted funnel metrics:
| Field | What to enter |
|---|---|
| Monthly Ad Spend | Your total monthly advertising budget. When greater than zero, a funnel prediction appears below the form. |
| Consult Fee | Fee collected per consultation ($). This offsets your CAC — when cost per consult is lower than this fee, your advertising effectively runs for free. |
Add or edit cost items
The same four cost sections from the creation page are available here. If no items exist yet in a section, click the corresponding button to add your first entry:
- Add First Staff Member — staff involved in delivering the service
- Add First Product — physical products and supplies per patient
- Add First Technology — software, equipment, and services with monthly fees
- Add First Fixed Expense — monthly overhead costs (rent, utilities, insurance)
Financial Metrics panel (edit page)
The edit page’s right-side panel shows four key metrics that update in real time:| Metric | What it means | Healthy threshold |
|---|---|---|
| Gross CAC | Cost to acquire one patient before consult fee offset | Green when ≤ 10% of offer price |
| Net CAC | Actual acquisition cost after consult fee offset. When zero or negative, your advertising is effectively free. | Green when zero or negative |
| COGS (Cost of Goods Sold) | Direct costs to deliver your care plan (staff + products + technology), adjusted by the COGS Efficiency coefficient. Does not include fixed expenses — those are a separate line item. | Green when efficiency coefficient ≤ 0% |
| Profit Margin | Revenue minus all costs (COGS + Fixed Expenses + Net CAC) | Green when ≥ 20% |
Marketing funnel prediction
When you enter a Monthly Ad Spend greater than zero on the edit page, a Marketing Funnel section appears below the form showing predicted volume and cost per unit at each stage:| Stage | What it represents |
|---|---|
| Clicks | Ad clicks from your spend |
| Leads | People who submit their information |
| Calls | Leads who get on a call |
| Bookings | Calls that result in a booked consultation |
| Consults | Patients who show up for their consultation |
| Starts | Patients who begin the care plan |