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Board OntologySales

Blended CAC Ratio

Total fully-loaded S&M spend in the period divided by the dollars of new CARR generated in the period (new-customer + expansion CARR combined). Per the SMSB standard, the headline efficiency ratio for the full sales-and-marketing motion — answers "how many cents do we spend on S&M to add one dollar of contracted ARR." Common pitfall: blending without separately reporting New CAC Ratio and Expansion CAC Ratio hides which side of the motion is driving efficiency — for a healthy SaaS company expansion CAC is usually 3–5× cheaper per dollar than new-logo CAC. — Sales KPI anchored to SaaS Metrics Standards Board.

Rogue ID: sales.blended_cac_ratio Type: Number Domain: Sales

Definition

Total fully-loaded S&M spend in the period divided by the dollars of new CARR generated in the period (new-customer + expansion CARR combined). Per the SMSB standard, the headline efficiency ratio for the full sales-and-marketing motion — answers "how many cents do we spend on S&M to add one dollar of contracted ARR." Common pitfall: blending without separately reporting New CAC Ratio and Expansion CAC Ratio hides which side of the motion is driving efficiency — for a healthy SaaS company expansion CAC is usually 3–5× cheaper per dollar than new-logo CAC.

Formula

Blended CAC Ratio = Total S&M Spend (period) / (New CARR + Expansion CARR generated in period). Per SMSB §Blended CAC Ratio: spend uses the same fully-loaded definition as CAC; CARR-based denominator (not ARR) reflects committed contract value at the point of sign.

Why it matters

The portfolio-level efficiency number — one ratio that summarizes the full S&M engine. Boards use it to track quarter-over-quarter efficiency improvement as the motion matures.

How to interpret

Per SMSB convention, a Blended CAC Ratio < 1.0 means the company is acquiring more contracted ARR than it spends on S&M — capital-efficient growth. 1.0–1.5 is acceptable while the motion is scaling; > 2.0 sustained signals either a motion or pricing problem. Always pair with the New and Expansion CAC Ratio split to localize the issue.

  • sales.new_cac_ratio
  • sales.expansion_cac_ratio
  • sales.cac
  • sales.cac_payback_period
  • sales.new_business
  • sales.expansion
  • sales.carr

Source

SaaS Metrics Standards Board · section: Blended CAC Ratio — published 2023-01-01.

Why does this cite SaaS Metrics Standards Board? Read the ontology methodology for the published vs editorial tier system, attribution rules, and dispute process.

Metric definitions reference standards published by the SaaS Metrics Standards Board (saasmetricsboard.com). imboard is not affiliated with, endorsed by, or a member of SMSB.

Stage relevance

Company stagePriority
Series ARecommended
Series BRecommended
Series C+Recommended
PublicRecommended

Suggested for stages: Series A, Series B, Series C+, Public.

Default owning functions

  • Sales
  • Finance

Machine-readable

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