Executive Overview

The month at a glance: P&L and unit economics

Monthly Dashboard July 2026

One card per monthly page. The pill answers the only executive question — are we on pace for the goal — with the projection as the supporting read. Details live on each channel’s page.

Sunny Within · Monthly Dashboard
Auto-built from each channel page · new pages appear automatically
Slide 0 · Executive
Sales · Financial

Headline: the one-line story of the month

Monthly Dashboard July 2026

Narrative copy goes here — two to three sentences on the “why” behind the P&L: what drove profitability this month, where spend moved, and what we’re watching next.

Net Income
$48,200
vs Goal+6.2% vs PM+3.8% vs PY-1.4%
Annual Goal Pacing
Gross Revenue
$570.9kGoal+4.9%
PM +2.1% · PY +9.4% · YTD $3.84M
Marketing Expense
$264.4kGoal-3.1%
PM -2.2% · PY +8.9% · YTD $1.71M
OpEx
$88.7kGoal+2.4%
PM -0.6% · PY +4.1% · YTD $598k
Net Income · Trailing 13 Months Current month highlighted · dashed = monthly goal
Sunny Within · Monthly Dashboard
Source: QuickBooks (SUNNYWITHIN LLC)
Slide 1 · Financial
Unit Economics · CAC / LTV

Headline: the one-line story of the month

Monthly Dashboard July 2026

Narrative copy goes here — is a customer worth acquiring at today’s prices: CAC trajectory, how fast cohorts pay back, and which acquisition months are aging well or badly.

LTV : CAC Ratio (6-Mo LTV ÷ Blended CAC)
2.45 : 1
vs Goal-0.55 vs PM+0.53 vs PY-0.12
Goal Pacing (3 : 1 Target)
Blended CAC (All Paid)
$92.32Goal-2.8%
PM -21.6% · PY -0.4%
June spiked to $117.70
6-Mo LTV (All Channels)
$225.96Goal+2.7%
16,002 customers · PY +9.7%
3-mo LTV $185.46
3-Mo Churn Rate
62.4%Goal+2.4pt
= 1 − 90-day repurchase rate
PM +1.1pt · PY -0.8pt
1-Mo Churn Rate
74.1%Goal+0.3pt
= 1 − 30-day repurchase rate
PM +0.2pt · PY -1.4pt
Monthly Cohort Insights Customers repurchasing within 30 / 60 / 90 days of first order · young cohorts still maturing
Cohort≤30d≤60d≤90dInsight (editable each month) Feb 26591787835Healthy curve — repurchase compounding on pace Mar 26587755803Tracking Feb almost exactly Apr 26447593630Soft cohort — acquired heavy on discount, weaker repeat May 2646459961160→90d flattening early — watch Jun 26292339High-CAC month ($117.70) — needs strong repeat to pay back Jul 2665Too young to read
LTV : CAC Ratio · Trailing 13 Months Current month highlighted · dashed = 3:1 target
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Source: Lifetimely (blended CAC, cohort LTV, repurchase) · churn = 1 − repurchase rate
Slide 12 · CAC / LTV
Retention · Subscriptions (Skio)

July sub revenue $348.5k vs the $450k goal — a $101k gap and a shrinking base

Monthly Dashboard July 2026

July subscription revenue was $348.5k against the $450k monthly goal (−22.6%) and −10.4% vs Skio’s prior window, carrying 76.9% of all orders and ~80% of store revenue. The base ended July at 4,845 active subscriptions / $436.1k MRR, down a net 263: 985 gained (744 new −2% MoM, 241 recovered/reactivated/dunning-exits) against 1,248 lost (1,057 cancelled, 189 into dunning) — churn improved 21% MoM but acquisition isn’t covering it. Recurring revenue is 80.5% of sub revenue at a $99 AOV vs $91 first-sub. Cancel driver #1 is “too much product” (20%) — a pacing problem with the best save odds; only 8.6% of cancel sessions get saved (discounts 42%, skips 29%). NAD+ Complete churned 370 out vs 165 in. Team notes: click to annotate.

Subscription Revenue (July)
$348,480
vs Goal-22.6% vs PM-10.4% Net subs-263
Current MRR · End of July
$436,141
4,845 active subscriptions · 4,623 subscribers · 78% ship every 30 days. 3-month retention: 43.9% (May cohort) vs 50% goal · trailing-3 avg 47.6%. PY comparison omitted — Skio history predates coverage; MoM “prior period” = Skio’s auto-window 5/31–6/30.
Base Flow (July)
−263net-5.2%
Gained 985 (744 new)
Lost 1,248 (1,057 cancels · 189 dunning)
Churn Rate
15.1%MoM-21%
Active churn 14.4% · save rate 8.6%
Saves: discount 42% · skip 29%
Revenue Mix
80.5%recurring$279k
First-sub $67.6k (19.5%) · AOV $91 vs $99
Subs = 80% of store revenue
Why They Cancel
Too much product · 20%
Too expensive 19% · Taste 19%
No longer use · 18%
Top Subscribed by SKU (EOM)
1. Longevity · 2,147 · $114.7k
2. Longevity Strawberry · 1,896 · $112.4k
3. Cognitive · 504 · $23.9k
Subscription Revenue · Monthly (history builds from here) dashed = $450k monthly goal (Cameron-set Aug 4) · Jun* = Skio prior-window est
Sunny Within · Monthly Dashboard
Source: Skio Analytics dashboard (browser-read) · custom range Jul 1–31 via “Last month” preset
Subscriptions · Skio
Product · Ratings (Shopify + Amazon)

Ratings ribbons — every SKU’s reputation, month by month

Monthly Dashboard Snapshot · Aug 4, 2026

Each ribbon: solid = cumulative average (what shoppers see), dotted = that month’s incoming average (the early-warning signal — computed from snapshot deltas starting next month; Yotpo reauth backfills Shopify history). Amber = Shopify, tan = Amazon; the red band marks Amazon’s 4.3★ penalty threshold. A ● red dot flags any month incoming falls ≥0.3 below cumulative. Aug ’26 baseline: Shopify 4.50★ (2,184) vs Amazon 4.24★ (383) — the gap lives in Longevity (4.5 vs 3.9). Team notes: click to annotate.

Longevity S 4.5★ (921) · A 3.9★ (96)
Longevity Strawberry S 4.5★ (923) · A 4.0★ (73)
Cognitive S 4.6★ (106) · A 4.4★ (44)
Sleep S 4.3★ (99) · A 4.0★ (40)
Immunity · parity benchmark S 4.6★ (85) · A 4.6★ (89)
NAD+ Complete · thin Amazon n S 4.5★ (32) · A 4.4★ (3)
Blended Rating + Monthly Review Volume history appends monthly · never rewritten
Watch Items
Longevity on Amazon 3.9★ — below the 4.3 threshold; Request-a-Review automation is the A-O3 fix. NAD+/Creatine Amazon n < 5 — velocity goal. Click to edit.
Sunny Within · Monthly Dashboard
Source: Yotpo widgets + Amazon listings (browser snapshots) · RIBBONS + RATINGS_SERIES baked, append-only
Product · Ratings
 

 

Monthly Dashboard July 2026

 

Sunny Within · Monthly Dashboard
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