Review Quarterly Retention, Margin, and CAC:LTV Trends
The quarterly health check every ecommerce business needs — automated.
The metrics that matter most for long-term ecommerce success — CAC:LTV ratio, retention cohort curves, margin trends, and payback period — require quarterly analysis because monthly data is too noisy and annual data is too infrequent. PayHelm's quarterly business health review aggregates 90 days of data across all channels to calculate LTV by acquisition cohort, CAC by channel, gross margin trends (factoring in cost changes), and 12-month retention curves — producing a strategic scorecard that tells you whether your business fundamentals are improving or deteriorating.
No credit card required · 14-day free trial
4 hrs
Time saved per run
16 hrs
Annual hours saved
$557
Annual cost savings
Why automate this?
This task runs automatically every quarterly — no dashboards to check, no manual analysis to run.
CAC:LTV ratio trending
Track whether your unit economics are improving or deteriorating across channels over multiple quarters.
Cohort retention curves
12-month retention curves by acquisition cohort — the most predictive metric for future revenue health.
Margin trend analysis
Gross margin trends factoring in input cost changes, discount evolution, and mix shift between channels.
Strategic interpretation
The agent writes a 3-4 paragraph strategic assessment — not just numbers but what they mean for your next quarter.
How the agent runs this task
Every time this task runs, the agent executes these tools in sequence — connecting to your live data, analyzing it, and delivering results.
get_inventory_summaryPull 90-day revenue, orders, and cost data
get_ads_performanceCalculate CAC by acquisition channel for the quarter
search_klaviyoInclude email-driven retention and LTV data
get_mmm_summaryIncorporate marketing mix model insights for LTV projection
export_to_emailDeliver quarterly strategic scorecard
Example output
Here's what a real run of this task might produce — delivered to your inbox every quarterly.
Quarterly Business Health Review — Q1 2026 CAC:LTV Ratios: Google Ads: CAC $48, 12-mo LTV $187 → 3.9x (improving, was 3.2x Q4 2025) Facebook: CAC $62, 12-mo LTV $142 → 2.3x (declining, was 2.8x) 12-Month Retention Curve: Q1 2026 cohort: 42% repeat @ 3mo, 28% @ 6mo, 19% @ 12mo vs. Q1 2025 cohort: 38%, 24%, 16% → retention improving ✅ Margin Trend: Gross margin: 34.2% (Q1 2026) vs. 31.8% (Q1 2025) +2.4 pts Driver: Shift toward higher-margin DTC channel mix Strategic finding: Facebook unit economics deteriorating — reduce Q2 allocation 15%
Set it up in minutes
No code. No configuration files. Just a conversation with the agent.
Chat: 'Give me a full quarterly business health review including CAC, LTV, retention, and margin trends'
Review the strategic scorecard and key findings
Save as task → Quarterly (January 5, April 5, July 5, October 5) at 8:00 AM
Use findings in quarterly planning sessions and investor/board presentations
Start automating your ecommerce store today
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