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預期期限值分析

本主題說明如何設定儀表板,協助您瞭解客戶期限值成長與客戶的預期期限值。

預期期限值分析儀表板顯示客戶值預測

此分析僅供使用新架構的Pro客戶使用。 如果您的帳戶可以存取Persistent Views側邊列下的Manage Data功能,則表示您使用新的架構,並可依照此處列出的指示,自行建立此分析。

開始使用前,請先熟悉同類群組Report Builder。

計算欄

使用​ 30天月 ​時,要在​ 訂單 ​資料表上建立的資料行:

  • 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

  • 定義: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

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

使用​ orders ​行事曆​ 個月時,要在 ​資料表上建立的資料行:

  • 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

  • 定義: 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

  • 定義: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

  • 定義: 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

量度指示

要建立的量度

  • 依第一筆訂單日期​ 不同的客戶

    • 如果您啟用來賓訂單,請使用customer_email
  • 在​ orders ​資料表中

  • 此量度執行​ 計算不同的值

  • 在​ customer_id ​欄上

  • 依​ Customer's first order date ​時間戳記排序

NOTE
在建立新報表之前,請務必將所有新欄新增為量度的維度。

報表

報表指示

每個客戶的預期月收入

  • 量度ARevenue (hide)

    • Calendar months between first order and this order <= X (請為X挑選一些合理的數字,例如24個月)
    • Is in current month? = No

  • 公制: 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

其他圖表詳細資料

  • Time period: All time

  • 時間間隔: None

  • Group by: Calendar months between first order and this order — 全部顯示

  • 使用group by旁的鉛筆圖示,將All time customers量度的group by變更為「獨立」

  • 編輯Show top/bottom欄位,如下所示:

    • 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

同類群組每月平均收入

  • 量度ARevenue

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

依同類群組的每月累計平均收入

  • 量度ARevenue

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

編譯所有報表後,您可以視需要在控制面板上組織報表。 結果看起來可能像頁面頂端的影像。

如果您在建立此分析時遇到任何問題,或只是想與專業服務團隊互動,請聯絡支援人員

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