Purpose
1. Automate customer lifetime value (CLV) calculation to quantify total revenue generated from a single customer over their engagement with the archery range.
2. Automatedly measure ongoing purchasing, renewals, and engagements to inform marketing, loyalty, and retention strategies.
3. Provide automatable insights for revenue forecasting, customer segmentation, and targeted offerings by automating aggregation of transactional, attendance, and ancillary spend data.
Trigger Conditions
1. Automated whenever a new transaction, attendance, or membership activity is logged.
2. Triggered automatically on a scheduled basis (daily/weekly/monthly) for updated, automated reporting.
3. Automator triggered via API call from sales, CRM, or booking software upon customer activity update.
Platform Variants
1. Salesforce
• API: automate via Einstein Analytics or Apex triggers for CLV calculation upon object (Transaction, Contact) update.
2. Zoho CRM
• Function: automation rule to compute CLV via custom workflow on Invoice or Deal module change.
3. Microsoft Power Automate
• Flow: automate using Recurrence + Dataverse triggers, calculate with PowerFX, update CLV custom field.
4. HubSpot
• Workflow: automates with Contact workflow, property calculation, and active list segmentation.
5. QuickBooks Online
• API: automatedly aggregate invoice data via Reports API, compute and update customer profiles.
6. Xero
• Endpoint: automate pulling payments/receipts data, calculate CLV, sync back to contact notes.
7. Stripe
• Webhook: automate triggers on “payment_intent.succeeded”, sum customer spend via Customer API.
8. Shopify
• Automated flow: use Shopify Flow, sum total orders per customer, update CLV metafield.
9. WooCommerce
• Hook: automate WP Cron and customer meta update with calculated CLV from order data.
10. Google Sheets
• Script: automating CLV aggregation formula with Google Apps Script, auto-updating on new row.
11. Airtable
• Automation: automated scripts run on record update, compute CLV in a calculated field.
12. Monday.com
• Integration: automate CLV calculation via formula columns and automatedly trigger notifications.
13. Pipedrive
• Workflow automation: calculate and store CLV in custom field when deal marked as won.
14. ActiveCampaign
• Automation: automator flows update CLV field from cumulative order value events.
15. Mailchimp
• API: automate reading and writing CLV to audience profiles using transactional data sync.
16. Intercom
• Webhook: automate CLV recalculation on conversation/event completed, update user attribute.
17. Segment
• Function: automated computation in Destination Function, sync to user profiles.
18. Tableau
• Dataflow: connect source, automate CLV calculation, schedule automated data refresh.
19. Looker
• LookML model: automate CLV field calculation in customer explore, schedule dashboard updates.
20. Google Data Studio (Looker Studio)
• Community connector: automate script to calculate and visualize CLV on dashboards.
21. SAP Analytics Cloud
• Calculation: automate CLV metric in model, automate reporting workflow on schedule.
22. Oracle NetSuite
• SuiteScript/Workflow: automated CLV calculation script triggered on transaction update.
23. Freshsales
• Workflow: automate update of CLV custom field from sales and revenue modules.
24. Dynamics 365
• Power Automate: automate data aggregation, calculate CLV with custom logic, update customer entity.
Benefits
1. Automates CLV reporting, reducing manual calculation errors and saving staff time.
2. Enables automatedly targeted marketing and retention campaigns by identifying high-value customers.
3. Makes revenue and loyalty forecast automatable, supporting data-driven management decisions.
4. Provides ongoing automated insight into customer profitability, improving automatable resource allocation.
5. Enhances data consistency and real-time metric updates through end-to-end automation.
Reporting & Analytics