LTV dashboard template

Get the actual LTV dashboard template used by Porter to monitor your Sales performance.

Meet the author

Porter

This template is built by the same marketers behind all our tutorials, support, and our template gallery.

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Template setup

Copy-paste the same dashboards that other teams and agencies use to monitor their Sales performance

LTV dashboard template overview

With this LTV dashboard example, monitor specific metrics such as customer acquisition cost (CAC), average order value (AOV), and lifetime value (LTV) to track the performance of your business. Segment the data by different customer segments, such as new customers versus returning customers, to analyze their individual contributions to the overall LTV. Suggest users to share the dashboard via PDF, link or email, enabling them to influence teams or clients. For instance, you can share the LTV dashboard with the marketing team to demonstrate the impact of their campaigns on customer retention and loyalty. Additionally, the dashboard allows users to answer essential questions about their business performance. Examples include: “What is the LTV for our top 10% of customers?” or “How does the AOV vary across different marketing channels?” These insights enable informed decision-making and help optimize marketing strategies and customer targeting.

Metrics and dimensions included

Customize the template’s metrics and dimensions as you like. See all available fields.

Metrics

Sales

– Conversion Rate – Cost per Acquisition (CPA) – Customer Lifetime Value (CLTV)

Customers

– Click-through rate (CTR) – Conversion rate – Average session duration

Product

– Impressions – Reach – Share of voice

Dimensions

Campaign

– Customer segmentation – Channel attribution – Time period analysis

Audience

– Age group – Geographic location – Income level

Time

By hour, day, week, month, quarter, or year

Features

100% custom charts

White-label

Custom metrics​

All-time historical data

Schedule email alerts​

Filters

Interactive

Goals​

Data blending

FAQs

A LTV report should include metrics breakdown by visibility, engagement, and conversion. For visibility, include metrics like impressions and reach, segmented by campaign, channel, audience, content, objective, and date. For engagement, include metrics such as clicks, likes, comments, and shares, segmented in the same way. Lastly, for conversion, include metrics like conversion rate and revenue generated, also segmented accordingly. Examples of segmented data could be: impressions by campaign and date, likes by audience and content, conversion rate by channel and objective.
To analyze LTV (Lifetime Value) data, start by choosing metrics and breaking them down by visibility, engagement, and conversion metrics. For visibility, use metrics like reach, impressions, and click-through rates. In terms of engagement, measures could include time spent on site, scroll depth, and bounce rates. Conversion metrics can consist of conversion rate, average order value, and customer retention rate. To add context, compare these metrics against cost, date range, goals, rates, and benchmarks. For example, compare the conversion rate with the cost per acquisition to understand the efficiency of the campaign. Compare the average order value with industry benchmarks to evaluate performance. Next, segment the data by campaign, channel, audience, content, objective, and date. For instance, analyze the LTV data for specific campaigns, such as a summer sale campaign, and compare it to other campaigns. Segment the data by different channels, like paid search and social media, to identify the most effective channel for LTV. Additionally, segment data by different audiences or customer segments to see variations in LTV. Analyze LTV data based on different content types, such as blog posts or videos, to determine which content drives higher LTV. Finally, analyze how objectives and dates impact LTV, like comparing LTV before and after the launch of a new product or during different time periods. Overall, the key steps for analyzing LTV data involve choosing metrics, adding context through comparisons, and segmenting the data by various factors such as campaign, channel, audience, content, objective, and date.
To build a Lifetime Value (LTV) dashboard, 1) connect your CRM and financial accounts to gather customer data and revenue information. 2) Select metrics such as customer acquisition cost, revenue, and retention rate to monitor performance. 3) Segment data by campaign, channel, audience, product, customer content, objective, and date to understand the LTV from different perspectives. 4) Add filters or buttons for parameters like time period, product type, or customer segment to make your report interactive. 5) Share the dashboard via PDF, scheduled emails, or links for easy access and review.
A LTV (Lifetime Value) dashboard is a tool that visualizes the projected revenue a customer will generate during their lifetime with a business, which is crucial for businesses to understand customer profitability and inform marketing strategies. Common tools used to create a LTV dashboard include Looker Studio, Tableau, and Power BI, and key elements typically include customer acquisition cost, revenue, churn rate, and retention rate. Real-time data monitoring is important as it allows businesses to make timely decisions based on current customer behavior. For a detailed guide on creating a marketing dashboard using Looker Studio, visit our YouTube channel: https://www.youtube.com/@porter.metrics.

Yes, Looker Studio allows you to download your report as a PDF. To do it, follow these steps:

Before downloading your report choose the date range you want to visualize on your report.
Click on the “File” menu at the top left corner of the screen.

Select “Download as” from the drop-down menu and choose “PDF.”

You can choose which pages you want to download, and also you can add a password to protect the report and add a link back to the online report.

Click on “Download” to save the report on your device.