Skip to Content
DocsModulesData AgentsReportsCustomer value (LTV)

Customer Value (LTV)

Report type key: financial_value_markdown
Configuration type: Financial
Group: Financial

Observed LTV / identity value from mapped revenue history.

How to get it

  1. Create and save a Financial configuration.
  2. Enable: Financial family value.
  3. Run the job and wait until completed.
  4. Open Reports (/reports), select that job, and choose this type.

Markdown viewer: /markdown/JOB_ID/financial_value_markdown
API: GET /reports/JOB_ID/financial_value_markdown

The family was off, mappings were incomplete, or the step failed. Check job logs and Analysis & LLM. Skipped Financial KPIs mean unmapped fields, not zeros.

How to read

Average of attributed history including zero-revenue identities, excluding unattributed dollars. Not a predicted CLV unless a retention model exists.

Companion artifacts

KeyArtifact
financial_value_markdownMarkdown report
financial_value_notebookJupyter notebook

Markdown, notebook, and graphs for the same family usually land together. JSON feeds Analysis Insights.

Last updated on