Reports

Customer Lifetime Value report

Net collected revenue per customer over the life of the relationship, with a distribution and top customers.

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Owner/AdminReports3 minutesUpdated Sep 23, 2026Current instructions
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What it answers

Net collected revenue per customer over the life of the relationship, with a distribution and top customers.

What's on the page

  • Tiles: average LTV, customers.
  • How customer value is spread (customers per revenue band) and Top customers by lifetime revenue.
  • LTV Distribution table and per-customer table; this report replaces the old Sales by Customer and Top Customers reports.
Customer Lifetime Value report

Every report works the same way

Date presets (This month, Last 30 days, This year) or a custom Start and End date; Month / Quarter / Year grouping where it applies; stat tiles with a comparison to the prior period; charts; a table; and CSV and PDF buttons at the top right (the PDF includes the charts).

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