Viewing the Customer Lifetime Value

The Customer Lifetime Value is the total revenue generated for a customer.

To view the Customer Lifetime Value:

1. Go to Lists > Relationships > Customers.
2. Look for the customer name and click View.
3. Click the Custom subtab.

The Customer Lifetime Value amount displayed is calculated based on valid transactions using the following formula:

Customer Lifetime Value = Total Cash Sale Amount + Total Invoice Amount – Total Credit Memo Amount – Total Cash Refund Amount