The Customer Value report supplies metrics on the aggregate value that new customers provide your program as well as their purchasing behavior. These metrics are aggregated at the partner level and can be displayed over a defined time period.
Use this report to evaluate the value brought in by a given promotion. For example, you can set the Date Range filter to Black Friday weekend, then set the Evaluation Period filter to 180 days to see how many of the new customers you acquired over that weekend ended up purchasing again within the following 180 days.
Access the customer value report
From the left navigation bar, select [Optimize] → Audience → Customer Value.
Use the filters at the top to customize the report.
Refer to the Filter reference section below for more information on these filters.
Select [Search] to run the report.
Refer to the Report data reference section below for more understanding of the data contained in the report.
The sum of the Customers Acquired, Revenue, and Margin Per Customer columns in this report may be greater than the actual total value for the program since the same customer, revenue, and margin will be included in the row of each partner who interacted with that customer.
Filter data by when it was created. You can pull a maximum of 366 days of data at a time, however, you can also compare 2 periods of time against each other.
To perform year-over-year reporting, select [Checked box] compare to → [Drop down] → [Tick] Previous year.
Data older than 2 years may be periodically archived.
This sets the level on which you want to view new customer data:
Select the event types for which you want to view data, or select All to view data for all your event types.
This sets the type of interactions for which you want to see behavior data:
Margin Override %
Use this filter to generate a margin that will override the Margin Per Customer column in the report.
The number of days after a customer’s first conversion that you want the report to consider when analyzing customer value.
Use this dropdown to filter for specific partners to see if they participated in the action lifecycle based on the insights level & interaction type you've selected.
Optionally, select one of these data points to include in your report.
The name of the partner who acquired customers.
This is a count of new customers who interacted with the partner at any point in their path to conversion during the selected date range.
Orders Per Customer
This is the average number of orders made by newly-acquired customers during the evaluated period.
Customers Who Repurchased
This is the percentage of newly-acquired customers who made at least two orders during the evaluated period.
This is a measure that returns the following:
(Evaluated Period * Customers Acquired) / Actions
In other words, the closer the purchase frequency is to the number of days in the Evaluated Period (or greater than), the better reflection this is on the partner's ability to convert customers.
Revenue per Customer
This is the average generated revenue per newly-acquired customer for each partner over the evaluated period.
Margin per Customer
This is the average generated margin per newly-acquired customer for each partner over the evaluated period.
This option shows the revenue generated by the newly-acquired customers for each partner over the evaluated period.
This option shows the margin generated by the newly-acquired customers for each partner over the evaluated period.