Free Sales Customer Lifetime Value Evaluation Template
Sales Customer Lifetime Value Evaluation
[YOUR COMPANY NAME]
Date: _________
This document serves as a critical tool in accessing the customer lifetime value in our sales department.
The purpose of this evaluation is to assess the customer lifetime value by ranking the effectiveness of our sales strategies and customer relationships.
Evaluation Criteria
In this evaluation, we'll be using the following metrics:
-
Customer Acquisition Cost (CAC): The cost associated in convincing a customer to buy a product/service.
-
Purchase Frequency (PF): The frequency with which the customer makes a purchase.
-
Customer Value (CV): The revenue generated by a customer during the period they remain a customer.
-
Customer Lifespan (CLS): The time period over which the customer continues to buy from the company.
-
Customer Lifetime Value (CLTV): This is the total revenue a company can expect a single customer to generate over the life of their relationship.
Evaluation Form
|
Customer ID |
CAC [currency] |
PF [number of purchases/year] |
CV [currency] |
CLS [years] |
CLTV [currency] |
Rating (1-5) |
Comments |
|---|---|---|---|---|---|---|---|
|
001 |
$150 |
4 |
$500 |
3 |
$1,500 |
4 |
The customer has a high purchase frequency and generates substantial revenue, contributing positively to CLTV. |
|
002 |
|||||||
|
003 |
Rating Scale:
1 = Poor | 2 = Below Average | 3 = Average | 4 = Above Average | 5 = Excellent
Additional Comments and Notes
|
Name |
Comments/Notes |
Prepared by:
