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 (Red Traffic Light Filter /Green Traffic Light Filter traffic light filter):
    • Company Type
    • Company Class
    • Source Keycode
  5. Click on the BtnCreateHeaderSS.jpg 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 BtnGenerateGridSS.jpg button.
  8. The grid will be populated with the calculated information including the Life Time Value.


  • Other values can be set as required.
  • The BtnSSQuestionMark.jpg 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

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