Dashboards & Reporting

MParr3
参加者

Track Average Companies Life Time Value over time

解決

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,

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Markestac
解決策
メンバー | Gold Partner
メンバー | Gold Partner

Track Average Companies Life Time Value over time

解決

Hi @MParr3,


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

I have attached a screenshot below for your reference.

 

Markestac_0-1721306280866.png

 

Please let me know if this helps you.

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RSchweighart
トップ投稿者

Track Average Companies Life Time Value over time

解決

Hi @MParr3,

 

@Markestac 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.

RSchweighart_0-1721328944551.png

 

All the Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help organizations grow with HubSpot and Zapier. 

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Markestac
解決策
メンバー | Gold Partner
メンバー | Gold Partner

Track Average Companies Life Time Value over time

解決

Hi @MParr3,


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

I have attached a screenshot below for your reference.

 

Markestac_0-1721306280866.png

 

Please let me know if this helps you.

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