The Lean-Case Expense Widget is used to capture Cost of Goods Sold, Cost of Selling, Cost of Marketing, Headcount-related cost and general Expenses.
Learn how to enter a cost or expense item based on volumes, e.g.
To add a time-based expense to a Cost or Expense Group, click the <Add Cost/Expense Item> button and select the tab.
To add an expense based on volumes, set the Time / Volume switch to "Volume"
Enter the following parameters
Entering the volume-driver requires 3 steps:
Zoom in for Example
Select the Driver Category (e.g. Customers, Units, Sales Teams, Sales Partners, Headcounts or Revenues)
Select the suitable Volume Driver driver within the Driver Category (e.g. New Customers, Customers at End of Month, Sold Customers, ..)
Select the Revenue stream or the Revenue Stream Plan on which this Volume Driver triggers
Please note: Not all drivers are available in every expense module due to calculation dependencies (e.g. a revenue driver in the CoGS widget might cause a circular dependency for calculations)
The table below lists the four different cost drivers (units, customers, sales teams and sales partners) and provides examples on how they can impact cost.
Sold (New + Renewed) ...
Production Cost per New Unit
License Cost per Unit Sold
Support Cost per Existing Unit
One-time Onboarding Cost per Customers
License Fee per Active Customer
Support Cost per Existing Customer
... Sales Teams
Ramp-Up Cost per New Sales Team
Cost per all exististing Sales Teams
... Sales Partners
Ramp-Up Cost per New Sales Partner
Cost per all exististing Sales Partners
Cost per NEW Units/Customers/Sales Teams/Sales Partners are one-time cost which occur every time when
Cost per SOLD Units/Customers are one-time cost which occur every time when
Cost per EXISTING Units/Customers/Sales Teams/Sales Partners are periodical monthly cost which occur for