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For Business Owners
- The Dashboard
- The Calendar
- Events
- Events - Classes
- Events - Appointments
- Registration Settings for Classes/Appointments
- Events - Courses
- Forms & Documents
- Fields
- Reporting
- Customer Management
- Settings
- Customer Referrals
- Communications - Email and SMS Notifications
- Managing Pricing, Memberships and Plans
- Managing Payments and Billing
- Staff
- Discount Codes
- The Store/Shop
- To-dos
- Data
- Customer Experience
- Kiosk
- FAQ
- Pay Rates
- Community Happiness (reputation management)
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For Members, Athletes and Customers
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Integrations with TeamUp
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Switching to Teamup
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Online Classes
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On Demand Content
How to report on the average lifetime value of a customer?
Generate a LTV report. What is the average lifetime value of my customers?
1) Head to Reports >> Revenue > Invoices
2) Click on >> Any time >> Custom to select a specific date range >> ‘Download CSV’.
3) In your Excel file top menu, go to Insert, select “Pivot Chart” and accept.
4) Once done, a new sheet will open with a blank pivot table. Here you’ll need to click and drag “Customer” into Rows/Axis and "Total" into Values. By default, Values will be set to ‘Count’.
Right-click on the "Total" field >> click Field Settings and choose the ‘Sum’ option.
This will give you the total amount spent by each customer.
Please contact our support team if you'd like any further guidance at all.
Jump to:
How to generate an average customer lifespan report
How to determine revenue per class type or per instructor