topic Re: Track Average Companies Life Time Value over time in Dashboards & Reporting

Track Average Companies Life Time Value over time

MParr3 — Thu, 18 Jul 2024 08:48:54 GMT

Hi,

We'd like the ability to track the average life time value of our clients over time, with the growth of average LTV a key target for the marketing team.

Can anyone advise on how to track this please?

Using the Company "Total Revenue" property I can set-up a report to see the current average Total Revenue of companies, but I'd like to track this on a monthly basis so that we can track the overall trend.

Thanks,

Re: Track Average Companies Life Time Value over time

SanjayKumar — Thu, 18 Jul 2024 12:41:25 GMT

Hi @MParr3,

Yes, you can track this information on a monthly basis too.

I have attached a screenshot below for your reference.

Please let me know if this helps you.

Re: Track Average Companies Life Time Value over time

RSchweighart — Thu, 18 Jul 2024 18:57:42 GMT

Hi @MParr3,

@SanjayKumar is spot on. I wanted to post the ability to display a comparison on the visualization. See this screenshot for how to do so. You may need to play around with the filtering to get the time frame displayed properly.

All the Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help organizations grow with HubSpot and Zapier.