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
1
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.
2
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.
3
Fill in Basic Information
Start with the core details about your care plan:
4
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:
5
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:
6
Save the model
Click Save Economics in the top-right corner to save your model. Use Start Over to clear all fields and begin fresh.
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.1
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.
2
Edit basic fields
The edit page has these core fields (note the labels differ from the creation page):
3
Set Target Metrics
Fine-tune your cost benchmarks:
4
Set Marketing Funnel
Enter your ad spend to see predicted funnel metrics:
5
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)
6
Save, reset, or delete
- Click Save Changes to persist your edits
- Click Reset Changes to undo all unsaved edits and revert to the last saved state
- Click Delete to permanently remove this economics model (requires confirmation)
Financial Metrics panel (edit page)
The edit page’s right-side panel shows four key metrics that update in real time:
Below the key metrics, a Cost Breakdown shows the individual totals for Staff Costs, Product Costs, Technology Costs, and Fixed Expenses.
At the bottom, the Economics Summary displays three numbers side by side: Offer Price, Total Costs, and Net Profit (highlighted green if positive, red if negative).
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:
Each stage card shows the predicted volume and cost per unit (e.g., “12.50 per lead”). A summary row at the bottom shows Total Spend, Expected Starts, and Cost Per Start.