What Questions Does This Report Answer?
This report shows the value of a set of customers based on the specific acquisition date. You can use this report to view different KPI's that impact your CLV by cohorts such as acquisition source or date, initial or current item purchased and more.
Important Note:
This report rolls everything to the Customer level. Since a Customer could have multiple different Offers, Cycles, Etc, some filters are limited and/or tied to the INITIAL xxx that the customer came in on.
What is the Date Operator Used?
Date Operator: Acquired Date
This means the date that the customer record was inserted into the system. This is determined by the first time that a new, unique customer record is created. The data is reflective of all revenue processed for that subscription through today’s date.
Example: A customer recored is created 8/24, that customer abandons checkout and is a partial. Their Date Acquired is 8/24. That customer comes back and completes the sale 5 days later. Their Date Acquired is still 8/24.
What are the Prerequisites and Limitations with this report?
Prerequisites:
The user has configured costs. Learn how to add costs here.
What Metrics are on this Report?
| Metric | Definition | Calculations |
|---|---|---|
| Customers | The total count of unique customer records. | |
| Charges | The total count of successful charges. | |
| Charges Per Customer | The average number of charges per customer. | Charges / Customers |
| Subscriptions | The total count of all recurring sales (subscriptions). | |
| Subscriptions Per Customer | The average number of subscriptions per customer. | Total Subscriptions / Total Customers |
| Active Subscriptions | The total count of subscriptions that are currently active. | |
| Subscription Retention Rate | The percentage of subscriptions that remain active. | Active Subscriptions / Total Subscriptions |
| First Renewal Success | The count of subscriptions successfully charged for their first subscription renewal. | |
| First Renewal Success Rate | The percentage of subscriptions successfully charged for their first subscription renewal. | First Renewal Success / Subscriptions |
| Average Renewal Cycle | The average number of renewal cycles that a subscription remains active, regardless of current status. | |
| Gross Product Revenue | The total revenue amount of the offers sold before taxes, shipping, discounts, and adjustments. | |
| Total Recurring Revenue | The total revenue amount for recurring offers sold. Revenue will pull from Company Settings whether to include Shipping and/or tax in Revenue | |
| Recurring Revenue Rate | The percentage of revenue that is recurring. | Total Recurring Revenue / Total Revenue |
| Discounts | The total amount of discounts applied. | |
| Shipping Revenue | The total shipping amount collected. | |
| Tax Collected | The total tax amount collected. | |
| Total Revenue | The total revenue amount from sales after discounts, as defined in your Company Profile. Revenue will pull from Company Settings whether to include Shipping and/or tax in Revenue | |
| Adjustments | The total amount of revenue lost to adjustments. Revenue will pull from Company Settings whether to include Shipping and/or tax in Revenue | Refunds + Chargebacks + Voids + Alerts |
| Refunds | The total count of processed refunds. | |
| Refunded Revenue | The total revenue amount lost from refunds. Revenue will pull from Company Settings whether to include Shipping and/or tax in Revenue | |
| Voids | The total count of voided sales. | |
| Voided Revenue | The total revenue amount lost from voids. Revenue will pull from Company Settings whether to include Shipping and/or tax in Revenue | |
| Chargebacks | The total count of processed chargebacks. | |
| Chargeback Revenue | The total revenue amount lost from chargebacks. Revenue will pull from Company Settings whether to include Shipping and/or tax in Revenue | |
| Alerts | The total count of all alerted transactions. | |
| Alert Revenue | The total revenue amount lost from alerts. Revenue will pull from Company Settings whether to include Shipping and/or tax in Revenue | |
| Net Revenue | The total revenue amount after adjustments. Revenue will pull from Company Settings whether to include Shipping and/or tax in Revenue | Total Revenue - Adjustments |
| Cost of Revenue | The total cost of revenue. | COGs + Ad Spend + Processing Fees + Alert Fees + Chargeback Fees |
| Cost of Goods Sold | The total cost of goods sold. | |
| Ad Spend | The total amount of ad spend. | |
| Chargeback Fees | The total amount of fees associated with chargebacks. | |
| Alert Fees | The total amount of fees associated with alerts. | |
| Processing Fees | The total amount of processing fees associated with charges. | |
| Profit | The total profit after operating expenses. Revenue will pull from Company Settings whether to include Shipping and/or tax in Revenue | Net Revenue - Cost of Revenue |
| Profit Margin | The profit margin for sales. | Profit / Total Revenue |
| Average Order Value | The average revenue per order. | Net Revenue / Orders |
| Customer Lifetime Value | The total all-time net revenue per customer. | Customer Lifetime Net Revenue / Customers |
| Adjustment Rate | The percentage of Total Revenue that Adjustments makes up. | Adjustments / Total Revenue |
| Discount Rate | The percentage of Gross Product Revenue that was discounted. | Discounts / Gross Product Revenue |
| Net Product Revenue | The total revenue amount of the offers sold after discounts, before taxes and shipping. | Gross Product Revenue - Discounts |
| Processed | The total amount processed for the offers sold including tax and shipping. | |
| Rewards Applied | The total rewards used by the customers | |
| Gift Cards Applied | The total gift card applied for customer transactions | |
| Chargeback Rate | The percentage of charges that became chargebacks. | Chargebacks / Charges |
| Refunded Revenue Rate | The percentage of revenue that was refunded. | Refunded Revenue / Total Revenue |