Long Term Value (LTV) Reporting
There are several ways in which you can calculate the long term value of your Leads depending on what you want to see and what questions you need to answer.
As you may notice, some of these reports may overlap in functionality, and you may be able to use more than one report to answer the same question.
For example, you can use both LTV for sources and LTV for a segment to find the average LTV for a single specific source over a specified range of time.
However for this purpose, the LTV for sources report is much better suited to view the average LTV for all of your sources in one place, that way you can easily compare your LTV across your whole marketing stack.
Please review the documentation below to understand how each of our reports work so you can calculate your long term value and answer deeper questions in the easiest way possible:
Cohort Analysis – Compare actual LTV of different Leads who entered your system during different time periods
First Click LTV – View the actual long term sales metrics from leads who first clicked through a source during a specific date range
LTV For a Segment – View the average LTV for All Leads or a Specified Group of Leads
LTV For Sources – View the average LTV from each source
If you have any unique use cases and you are not sure how to best utilize these reports, please reach out to the support team.
