Quickstart FAQ

You connected your data sources - now what?

For CEOs,

What’s my LTV, and how is it trending by channel?

Drivepoint automatically creates multiple kinds of LTV metrics.

1. Navigate to Reports

2. Click on "DTC" or "Amazon Cohort Analysis"

3. Open the first report (Cohorted Financials)

4. Toggle between Gross/Net Sales LTV and Contribution Profit LTV after Marketing

If you have questions about how certain metrics are calculated. Click on the 💡 in the report that will link to our documentation.

Where can I see if we're actually profitable by cohort?

1. Open the Cohorted Financials report (see one question above of how to navigate there)

2. Toggle the metric to "Contribution Profit Less Blended CAC"

In order to get to change the metric. Click the Customize button on the top right of the report.

How do I quickly understand what’s driving our EBITDA?

If you have a full Financial Model built out in Drivepoint, navigate to Variance Reviews and then the P&L Variance Report to understand line by line where you missed.

If you are not fully set up as a customer in Drivepoint, a good place to start is the P&L Benchmarks report to see how your drivers performance compare to your peers.

1. Click on Reports

2. Click on "Benchmarks"

3. Click on P&L "Benchmarks"

4. Hover over the table to view your score compared to the quartiles and median

Can you show me a few scenarios if we increase spend or expand wholesale?

Creating scenarios is easy in Drivepoint:

1. Click on "Plans"

2. Click on "Quick Edit" on the top right of your live model

3. Select a wholesale driver in the drop-down

4. Change the driver by editing the values in the table directly or set it to a specific value via the drop-down

5. Click on "Preview"

6. View the impact of a specific wholesale driver change

7. Save as new plan to your Drivepoint "Plans" interface

Here's a full video walk-through of how to scenario plan in Drivepoint.

How can I compare different growth strategies?

Similar to adjusting wholesale drivers (see question above), you can change certain growth strategies with Quick Edit:

• Increase Ad Spend by specific channels

• Decrease CAC

• Increase Wholesale door count

• Change product prices

All you need to do is quickly edit these drivers and save as new plans. Then you can select them in the plans page and click on "Visualize" to view the impact of all of the scenarios visually.

For CFOs & VPs of Finance,

How do I see performance vs. plan?

You're able to view performance vs. plan multiple different ways*:

Mid-Month Pacing Summary down to Net Income:

1. Open Drivepoint
2. Click on Variance Review

3. Click on "Performance vs. Plan"

4. Select your Plan

5. Select your Channel

Post Month End Accounting Close Variance reports

1. Open Drivepoint
2. Click on Variance Review

3. Click on P&L, Balance Sheet or Cash Flow Variance report

4. Select a Plan

5. Change the month and breakdown

6. Export and send to investors

Post Month End Accounting Close Variance views in the model

1. Navigate to the Plans page

2. Open your model (or any Drivepoint plan)

3. Navigate to the blue "Variance Summary" tab

4. Toggle between different tabs to view your performance vs. plan

*all Performance vs. Plan features require at least one saved plan in Drivepoint

Where do I check assumptions behind the forecast?

The best way is to do this in the Drivepoint model. We're happy to give you a full demo and run-down of how we're building towards your Sales assumptions by channel or your demand plan.

How do I model changes to CAC, Ad Spend, etc.?

Making changes is easy in Drivepoint:

1. Click on "Plans"

2. Click on "Quick Edit" on the top right of your live model

3. Select any driver (e.g. Blended Paid CAC or Ad Spend Channel) in the drop-down

4. Change the driver by editing the values in the table directly or set it to a specific value via the drop-down

5. Click on "Preview"

6. View the impact of a specific wholesale driver change

7. Save as new plan to your Drivepoint "Plans" interface

Here's a full video walk-through of how to scenario plan in Drivepoint.

Of course, you're also able to do this in any Drivepoint plan as soon as you're a customer of Drivepoint.

Can I export this into my board report?

Yes. As a Drivepoint customer, you get a monthly board report dashboard which contains core reports that might be relevant for your board report (e.g. P&L Variance, Financial Margins, etc). A dashboard is a collection of reports and you can build your own. If you just want a single report export, you can export any by clicking on the ⬇️ on the top right.

Where’s the cash flow tracker?

We offer a cash flow forecast as additional product module. Talk to your Drivepoint rep to learn more and see it in action.

For COOs and VPs of Ops,

Do we have visibility into expected POs vs. received?

Yes. Drivepoint integrates natively with Cin7 Omni + Core. We have out of the box Sales reports to understand expected vs. received POs as well as Gross Sales by retailer. You can also import PO-level information by product and account into any Drivepoint Plan.

Talk to us if you want to see Cin7 as part of your Quickstart.

Where can I see inventory burn vs. sales pace?

You can see it in the demand planning report module. Drivepoint integrates with 70+ WMS and 3PLs that allow us to create inventory burn and velocity reports on a Warehouse level.

This module is only available for Pro customers.

How do I track performance vs. plan at a SKU level?

If you use Drivepoint for Demand Planning, open the SKU Summary tab in the model, select a plan and view your performance by SKU.

We're happy to send you a 5 min Loom of the SKU-level variance review.

For Marketing Teams,

Where’s the LTV by marketing channel?

1. Open Drivepoint

2. Open the LTV by Dimension Report

3. In the filter on the bottom right, search for a source site or discount code to filter for LTV performance by Marketing

The LTV by Dimension Report is complex in the way it calculates the maturity of cohorts. Read more in our documentation here.

How do I see CAC vs. LTV in one place?

Drivepoint offers multiple LTV metrics. Our most popular is the Cohorted Financials Report that marries financial and operational data to get to a Contribution Profit LTV After Marketing.

1. Open Drivepoint
2. Click on Reports

3. Click on "DTC/Amazon Cohort & LTV Analysis"

4. Open the first report

5. Toggle between CAC and LTV metrics

Another interesting view is our LTV Benchmarks report where you can compare all of your LTV and CAC performance to peers.

1. Open Drivepoint
2. Click on Reports

3. Click on "Benchmarks"

4. Click on "LTV Benchmarks"

5. Hover over each metric to see your performance

What’s our average payback period?

1. Open Drivepoint
2. Click on Reports

3. Click on "DTC/Amazon/TikTok Shop Cohort & LTV Performance"

4. Click on the N-Day LTV report

5. Change your metric to "Contribution Profit Less Fully Loaded CAC"