averagecac.com

The vocabulary

Glossary

The SaaS metrics that matter for CAC analysis. Definitions match how the benchmarks reports and SEC filings use these terms.

CAC (Customer Acquisition Cost)
Total sales and marketing spend over a period, divided by the number of net-new customers acquired in that period. The version we publish on this site is fully-loaded blended CAC, computed from SEC-disclosed S&M expense. See the formula page for the four variants.
ACV (Annual Contract Value)
The annualised value of one customer's contract. SMB ACVs are usually under $25k, mid-market $25k-$100k, enterprise $100k+. These ACV bands are how this site segments its benchmark grid.
ARR (Annual Recurring Revenue)
The sum of all customers' annualised subscription value. ARR is the standard size metric for SaaS companies - Seed: 0-$2M, Series A: $1-5M, Series B: $5-15M, Growth: $15-50M, Late Stage: $50M+. Public companies report ARR (or revenue, close enough at steady state) in 10-K filings.
LTV (Lifetime Value)
The total gross profit one customer is expected to generate over their lifetime. Computed as (average gross margin × average revenue per customer) / churn rate. LTV is sensitive to assumptions about churn and gross margin - small changes compound. We don't publish LTV on this site directly because the inputs require company-specific assumptions, but it appears in the LTV:CAC ratio below.
LTV:CAC Ratio
LTV divided by CAC. A ratio above 3:1 is the canonical SaaS rule of thumb for a healthy unit economic. Below 1:1 means you're losing money on every customer. The 3:1 rule was popularised by David Skok and is a starting point - different business models reasonably tolerate different ratios.
Payback Period
How many months of gross profit per customer it takes to recoup their CAC. Computed as CAC / (Monthly ARPU × Gross Margin). The 2024-2025 SaaS Capital median was around 32-36 months; sub-12 months is exceptional, 24 months is the ‘Bessemer good’ threshold for late-stage. Payback is the most-cited efficiency metric in benchmark reports because it doesn't require modelling churn.
Magic Number
Net-new ARR in a quarter divided by S&M expense in the prior quarter, annualised. A magic number above 1.0 means each dollar of S&M generates more than a dollar of ARR - efficient growth. Below 0.5 typically signals it's time to slow spending. Coined by Scale Venture Partners.
NRR (Net Revenue Retention)
Revenue retained from the existing customer base over a period, including expansion and minus churn. NRR above 100% means existing customers are growing fast enough to offset churn (and then some). Snowflake's NRR has historically been above 120%, which is why their blended CAC overstates their true new-logo CAC - meaningful S&M spend goes into expansion, not just new logos.
Net New Customers
End-of-period customer count minus start-of-period customer count. This is the denominator we use on every public-company CAC computation. Critically, it captures churn-and-replace as zero: if you lost 100 and gained 100, net-new is 0 even though you spent on acquiring 100. That's a known limitation of the blended CAC framework.
S&M (Sales & Marketing Expense)
The income-statement line that captures salaries, commissions, marketing spend, sales tooling, events, and brand. Disclosed in every public SaaS company's 10-K under the XBRL tag us-gaap:SellingAndMarketingExpense (with one exception in our cohort: Paycom reports only the combined SG&A line). This is the numerator we use for all public-company CAC computations.
ICP (Ideal Customer Profile)
The customer segment a company has decided to focus on. ICP fit is the strongest single predictor of CAC - out-of-ICP customers cost more to acquire, convert less, and churn faster. When benchmark reports vary widely on CAC for the same ARR band, ICP-mix variance is usually the explanation.
MQL / SQL / SAL / SQO
Marketing-Qualified Lead, Sales-Qualified Lead, Sales-Accepted Lead, Sales-Qualified Opportunity. The standard funnel stages between ‘visited the website’ and ‘signed a contract.’ Conversion rates between stages drive CAC: a 10% lift in MQL→SQL halves the CAC if other rates are stable.