Analytics

Client LTV

Calculation and display of a client’s Lifetime Value based on the history of leads with contacts and companies

Features

LTV calculation based on lead history
Color coding by amount
Customer purchase history
History of achievements

Installation and setup guide

Detailed guide for working with widget "Client LTV"

CONTENTS

  1. Widget setup

Widget setup

To configure the widget, you need to go to settings

Next click Add

Select the color by which the client’s LTV will be displayed

Select the sales amount from which the color will be displayed

To add a new color and amount, click on +

Select which pipelines the widget will work in; by default (no pipelines are selected), the widget will work for all pipelines

To run the widget only in selected pipelines, tick the pipelines you need in the Select pipelines to use for calculation list.

Selecting pipelines for calculation in widget settings

If necessary, you can select the users for whom the widget will be displayed.

If you need to mark new clients, you need to enable the switch Show the “new client” checkbox

Switcher Show plug new client

Select a color for a new client

After completing the settings, you must click Save