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预期生命周期值分析

本主题将演示如何设置功能板,以帮助您了解客户的存留期价值增长和预期存留期价值。

预计生命周期值分析仪表板,显示客户值预测

此分析仅适用于采用新架构的Pro客户。 如果您的帐户有权访问Persistent Views侧栏下的Manage Data功能,则表明您使用的是新架构,可以按照此处列出的说明自行构建此分析。

在开始使用之前,您想要熟悉同类群组Report Builder。

计算列

如果使用​ 30天月,则在​ 订单 ​表中创建的列:

  • Column name: Months between first order and this order

  • Column type: Same Table


  • Column equation: CALCULATION

  • Column input: A = Seconds between customer's first order date and this order


  • Datatype: Integer

  • 定义:case when A is null then null when A <= 0 then '1'::int else (ceil(A)/2629800)::int end

  • Column name: Months since order

  • Column type: Same Table


  • Column equation: CALCULATION

  • Column input: A = created_at


  • Datatype: Integer

  • 定义: case when created_at is null then null else (ceil((extract(epoch from current_timestamp) - extract(epoch from created_at))/2629800))::int end

如果使用​ orders ​日历​ 月,则在 ​表中创建的列:

  • Column name: Calendar months between first order and this order

  • Column type: Same Table


  • Column equation: CALCULATION

  • Column inputs:

    • A = created_at
    • B = Customer's first order date

  • Datatype: Integer

  • 定义: case when (A::date is null) or (B::date is null) then null else ((date_part('year',A::date) - date_part('year',B::date))*12 + date_part('month',A::date) - date_part('month',B::date))::int end

  • Column name: Calendar months since order

  • Column type: Same Table


  • Column equation: CALCULATION

  • Column input: A = created_at


  • Datatype: Integer

  • 定义:case when A is null then null else ((date_part('year',current_timestamp::date) - date_part('year',A::date))*12 + date_part('month',current_timestamp::date) - date_part('month',A::date))::int end

  • Column name: Is in current month? (Yes/No)

  • Column type: Same Table


  • Column equation: CALCULATION

  • Column input: A = created_at


  • Datatype: String

  • 定义: case when A is null then null when (date_trunc('month', current_timestamp::date))::varchar = (date_trunc('month', A::date))::varchar then 'Yes' else 'No' end

量度

量度说明

要创建的量度

  • 按第一订单日期​ 不同的客户

    • 如果启用来宾订单,请使用customer_email
  • 在​ orders ​表中

  • 此量度执行​ 对非重复值计数

  • 在​ customer_id ​列上

  • 按​ Customer's first order date ​时间戳排序

NOTE
确保在生成新报告之前将所有新列作为维度添加到量度

报告

报表说明

按月份​ 每个客户的预期收入

  • 量度ARevenue (hide)

    • Calendar months between first order and this order <= X (为X选取一个合理的数字,例如24个月)
    • Is in current month? = No

  • 量度: Revenue

  • Filter:

  • 量度BAll time customers (hide)

    • Is in current month? = No
  • Metric: New customers by first order date

  • Filter:

  • 量度CAll time customers by month since first order (hide)

    • Calendar months since order <= X
    • Is in current month? = No
  • Metric: New customers by first order date

  • Filter:

  • Formula: Expected revenue

  • Formula: A / (B - C)


  • Format: Currency

其他图表详细信息

  • Time period: All time

  • 时间间隔: None

  • Group by: Calendar months between first order and this order — 全部显示

  • 使用group by旁边的铅笔图标将All time customers量度的group by更改为“独立”

  • 按如下方式编辑Show top/bottom字段:

    • Revenue: Top 24 sorted by Calendar months between first order and this order
    • All time customers: Top 24 sorted by All time customers
    • All time customers by month since first order: Top 24 sorted by All time customers by month since first order

按同类群组​ 每月平均收入

  • 量度ARevenue

  • Metric view: Cohort
  • Cohort date: Customer's first order date
  • Perspective: Average value per cohort member

按同类群组列出的每月累计平均收入

  • 量度ARevenue

  • Metric view: Cohort
  • Cohort date: Customer's first order date
  • Perspective: Cumulative average value per cohort member

在编译所有报告后,您可以根据需要将报告组织在功能板上。 结果可能与页面顶部的图像类似。

如果您在构建此分析时遇到任何问题,或只是想与专业服务团队接洽,请联系支持人员

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