How To: Use the Life Time Value Screen

The [ Life Time Value ] screen enables users to view the lifetime value of a customer taking into account the marketing costs and the value of orders placed by them.

1. Open a Sales Summary screen (show me how).
2. Open the [ Management Reports | Life Time Value ] screen.
3. Set the Acquisition Year Start date from the date drop-down.
4. Select at least one option from the following traffic light filters ( / traffic light filter):
   • Company Type
   • Company Class
   • Source Keycode
5. Click on the button.
6. The query parameter fields will be populated.
   Note: some of these fields are system generated (indicated by the [S] before their description), but they can be overwritten.
7. Click on the button.
8. The grid will be populated with the calculated information including the Life Time Value.

Notes:

• Other values can be set as required.
• The button displays information about the adjacent field, how it is calculated or where the information is generated from.
• Double-clicking on an entry in the grid displays an information popup explaining the meaning of the line.

See Also

• Sales Summary overview