Does the CRM show customer profit and lifetime value?

The profit tab on the customer profile shows profit and profit margin across multiple periods with time trends, and profit can be updated manually or by syncing purchase history from real orders. Core inputs come from the purchase history: total spent, average order value, and last order date, which is what customer value is weighed against acquisition cost with. A percentile also ranks the customer value against the rest of the store customers. See the CRM documentation and customer lifetime value.

Steps to benefit from profit data

1. Open the customer profile, go to the profit tab, and review periods and trends.
2. Sync purchase history regularly so profit keeps reflecting real orders.
3. Compare customer percentiles to identify the highest-value segment.
4. Direct loyalty and retention offers toward the most profitable customers first.

Profit with loyalty and retention

Profit data completes loyalty and order history in picturing the customer. See customer retention, profit margins, customer order history, and automatic customer profiles.

Segmenting customers by value

Use the percentile and profit to split your base into tiers: top value for exclusive offers, middle for stimulating loyalty programs, low for reactivation campaigns. This split directs marketing spend toward the highest return instead of random distribution, and refreshes with every purchase-history sync.

• Define the top-customer segment and review it monthly.
• Design a different offer per segment based on its behavior.
• Measure each campaign effect on segment profit, not sales alone.