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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。
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_atB=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
- 如果您啟用來賓訂單,請使用
-
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
報表
報表指示
每個客戶的預期月收入
-
量度
A:Revenue (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
B:All time customers (hide)Is in current month?=No
-
Metric:
New customers by first order date -
Filter:
-
量度
C:All time customers by month since first order (hide)Calendar months since order<= XIs 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
- Revenue:
同類群組每月平均收入
- 量度
A:Revenue -
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
A:Revenue -
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。