Map/Reduce Saved Searches for Customer Lifetime Value
There are two map/reduce saved searches that identify whether inactive customers are included or excluded in the Customer Lifetime Value (CLV) calculation.
-
CLV MR Saved Search Exclude Inactive Customers – This saved search updates the Customer Lifetime Value field for all customers, except those that are Inactive. This is the default setting.
-
CLV MR Saved Search Include Inactive Customers – This updates the Customer Lifetime Value field for all customers.
Both saved searches use cash sale, invoice, credit memo, and cash refund transactions.
The following table identifies excluded transaction types and statuses specified in the default saved search criteria.
|
Transaction Type |
Status |
|---|---|
|
Cash Sale |
Unapproved Payment |
|
Invoice |
Voided Rejected Pending Approval |
|
Credit Memo |
Voided |
The default saved search criteria can be modified as necessary. For more information, see Saved Searches.