Viewing the Customer Lifetime Value

The Customer Lifetime Value is the total revenue generated for a customer.

To view the Customer Lifetime Value:

1. Go to Lists > Relationships > Customers.

2. Look for the customer name and click View.

3. Click the Custom subtab.

Note:

The Customer Lifetime Value field is initially blank and is populated only after you run or schedule the Customer Lifetime Value Setter script. For more information, see Customer Lifetime Value Setter Script.

The Customer Lifetime Value amount displayed is calculated based on valid transactions using the following formula:

Customer Lifetime Value = Total Cash Sale Amount + Total Invoice Amount – Total Credit Memo Amount – Total Cash Refund Amount

The calculation of the amount depends on the saved search used in the parameters of the Customer Lifetime Value Setter script. You can modify these parameters. For more information, see Map/Reduce Saved Searches for Customer Lifetime Value.

Note:

If you use the Multiple Currencies feature, the amount in Customer Lifetime Value field is shown in the account's base currency.

Related Topics

• Customer Lifetime Value
• Installing Customer Lifetime Value
• Prerequisites for Customer Lifetime Value
• Customer Lifetime Value SuiteApp Permissions
• Customer Lifetime Value Setter Script
• Map/Reduce Saved Searches for Customer Lifetime Value

General Notices