Read your ecommerce P&L in three numbers: CM1, CM2 and net margin
Sarah Carusona's method for ecommerce founders who aren't finance people: your AI re-sorts every line of your P&L into CM1 (does the product make money), CM2 (does your marketing work) and net margin (does the business work), without changing a single number, ties it back to your net income, shows where every $100 goes, and names the bucket and the 2 to 3 lines to fix first.
What your AI will deliver
- PL-CM.md: the re-sorted P&L table with every line's amount and % of revenue, and subtotals for revenue, CM1, CM2 and net margin
- MAPPING.md: every original line, its amount and the bucket it went to, so totals can be checked
- QUESTIONS.md: every line the agent was unsure about, with the person's answer
- TIE-OUT.md: net margin vs the P&L's net income before interest, taxes, depreciation and amortization, with any gap shown
How it runs
In your AI, with your accounts. It starts by researching your business. How kits work ›
- 1. Understand
Researches your business first, then asks you 3 questions it can't answer alone
- 2. Choose
Nothing to choose: the kit follows one path
- 3. Build
5 steps
- 4. Deliver
8 checks before delivery
Tools it uses
You pay each tool directly, not CloneKit. Your AI checks which ones you already have.
Details
What the creator's process is built on. Your AI loads them during the run.
- Source
- Your P&L export for one period (CSV, XLSX or PDF)
- Answers about any line that could be fixed or variable
Reference files your AI can read during and after the work.
- Read your ecommerce P&L in three numbers: CM1, CM2 and net marginREADME.md
- Never change, round away or invent a number. Only move lines between buckets.
- When a line could go in two buckets, ask the person instead of guessing.
- Keep the person's financial data inside this conversation and their files. Never upload it elsewhere.
First version, based on Sarah Carusona's article.
Everyone running this kit gets updates. See changelog ›
- Type
- Delivery
- License
- Own use
- Uses
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