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Economics Rules (ECON-001 to ECON-007)

The Economics rules evaluate financial health, budget adherence, unit economics, headcount plan viability, and S&M efficiency. Higher triggered scores indicate greater financial risk.

Rules

ECON-001: Budget Overrun Detection

PropertyValue
CategoryRisk
Weight6
DescriptionChecks whether actual spend exceeds planned budget by more than 10%
Scoring≤ 5% variance = 100, ≤ 10% = 75, ≤ 20% = 40, ≤ 30% = 20, over 30% = 5
TriggerVariance over 10%

ECON-002: Territory Below Breakeven

PropertyValue
CategoryRisk
Weight7
DescriptionFlags territories where cost-to-yield ratio exceeds 0.30 (spending >30% of revenue on sales cost)
Scoring≤ 0.15 = 100, ≤ 0.20 = 80, ≤ 0.30 = 60, ≤ 0.50 = 30, over 0.50 = 5
TriggerCost-to-yield over 0.30

ECON-003: Headcount Plan Risk

PropertyValue
CategoryRisk
Weight8
DescriptionEvaluates whether the headcount scenario’s net P&L impact is negative
Scoringat or above 200K=100,atorabove200K = 100, at or above 50K = 80, at or above 0=60,atorabove0 = 60, at or above -100K = 30, below -$100K = 5
TriggerNet P&L impact below $0

ECON-004: Pipeline Coverage Gap

PropertyValue
CategoryPipeline Health
Weight6
DescriptionChecks whether pipeline coverage is below 1.5x quota
Scoring3x+ = 100, 2.5x+ = 85, 2x+ = 70, 1.5x+ = 55, 1x+ = 30, below 1x = 10
TriggerCoverage below 1.5x

ECON-005: Unit Economics Degradation

PropertyValue
CategoryRisk
Weight7
DescriptionChecks LTV:CAC ratio (under 3 is poor) and payback period (>18 months is too long)
ScoringLTV:CAC below 2 = max 10, below 3 = max 40, below 4 = max 70. Payback over 24mo = max 10, over 18mo = max 35, over 12mo = max 65
TriggerLTV:CAC below 3 or payback over 18 months

ECON-006: Retention vs Acquisition Cost Imbalance

PropertyValue
CategoryRisk
Weight5
DescriptionFlags when acquire-vs-retain cost ratio exceeds 4.0x
Scoring≤ 2x = 100, ≤ 3x = 80, ≤ 4x = 60, ≤ 6x = 30, over 6x = 10
TriggerRatio over 4.0x

ECON-007: S&M Efficiency Warning

PropertyValue
CategoryRisk
Weight6
DescriptionChecks if Sales & Marketing spend exceeds 55% of revenue
Scoring≤ 30% = 100, ≤ 40% = 80, ≤ 50% = 60, ≤ 55% = 40, ≤ 70% = 20, over 70% = 5
TriggerS&M over 55% of revenue

Economics Signals

Each economics rule can generate a corresponding signal:
Signal TypeFamilySeverity Logic
budget_overrunECONOMICSCRITICAL over 25%, WARNING over 10%
territory_below_breakevenECONOMICSCRITICAL over 0.50, WARNING over 0.30
headcount_plan_riskECONOMICSCRITICAL if P&L below -100K,WARNINGifbelow100K, WARNING if below 0
unit_economics_degradationECONOMICSCRITICAL if LTV:CAC below 2, WARNING if below 3
retention_vs_acquisitionECONOMICSCRITICAL if ratio over 6, WARNING if over 4
sm_efficiency_warningECONOMICSCRITICAL if S&M over 70%, WARNING if over 55%