How to Set Up the Interval Lifetime Value Report

The Interval Lifetime Value template allows you to see the lifetime value from the first day a prospect becomes a customer and at other date intervals of your choosing.

Search for the Interval Lifetime Value Template

To begin, click the “+” icon and type “lifetime” into the search bar. Then click on the “Interval Lifetime Value” template.

Interval Lifetime Value template shown in the template library.

Display Tab

There are two chart types, Column and Bar. I’ll choose Column.

Column selected as the display type.

By checking the Show Select Interval box the dollar amount for the interval you select will be displayed in the top-right hand corner.

Show Selected interval box checked.

Options Tab

Now navigate to the Options tab and select your intervals. There are already a few presets to help out, but you can also make your own. Note that the maximum number of Intervals you can have is twelve.

All Interval Options displayed.
1 Month to 3 Years as selected intervals.
3 days to 1 year intervals selected.

Next, choose the value Graphly will use to calculate the lifetime value.

Invoice Total selected as the LTV calculation metric.

Then choose the date range you wish to measure. You can also set the Break Even Line, but this step is completely optional.

Date range and break even line selected.

Criteria Builder Tab

For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report.

Criteria Builder tab options shown.

Once you have your everything set, click Save Preferences on This Widget.

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