Analytical Questions and Answers

• In the Executive Summary module, adjust the Date Range filter to This year to date

• Scroll to the bottom of the page to the New vs. Repeat section
• Row up the date granularity from date to week

• At the bottom of the YoY Performance module find the LTV vs. CPA chart
• The LTV / CPA metric shows the ratio between the cumulative lifetime value (cumulative revenue) to cost per acquisition (fixed CPA) for monthly cohorts
• The greater the value of your LTV / CPA, the more profitable you are on marketing spend
• If your customers repurchase over time, this ratio should also increase as the CPA is fixed while cumulative revenue would continue to grow

Order Analysis

• Navigate to the Orders module on your dash under the Orders & Products section heading
• The default date range is 28 days—a longer date range will provide a more accurate picture of purchase behavior
• Set the “Order Sequence” filter to “Repeat Order”
• This will show data only from repeat purchases

• Scroll down to the Acquisition Channel chart
• The source_medium column will show the top acquisition pathways for these repeat purchases using the filters selected

LTV

• Navigate to the Lifetime Value (LTV) module on your dash under the Retention & LTV section heading
• make a selection using the “sub_channel” filter at the top
• The entire module will now solely display data from customers acquired through the selected channel
• Change the date range if desired, the default is the last 8 months
• The rows across the tables show monthly cohort-based performance
• The summary row across the bottom of each table shows the total performance of all cohorts in the date range

Retention

• Navigate to the Retention module on your dash under the Retention & LTV section heading
• make a selection using the “sub_channel” filter at the top
• The entire module will now solely display data from customers acquired through the selected channel
• Change the date range if desired, the default is the last 8 months
• The rows across the tables show monthly cohort-based performance
• The summary row across the bottom of each table shows the total performance of all cohorts in the date range

LTV

• Navigate to the Lifetime Value (LTV) module on your dash under the Retention & LTV section heading
• make a selection using the “discount_codes” filter at the top
• The entire module will now solely display data from customers acquired with the selected discount code
• Change the date range if desired, the default is the last 8 months
• The rows across the tables show monthly cohort-based performance
• The summary row across the bottom of each table shows the total performance of all cohorts in the date range

Customer Analysis

• Navigate to the Last Order Analysis module on your dash under the Customer Analysis section heading
• The default date range is 28 days—the answer to this question will be more accurate with more data so set a date range including several months or more
• Scroll down to the First to Last Order Analysis section which shows data for customers with more than 1 order
• The 1st Order Products column will show first-purchase products that lead to repeat purchasing most often

Order Analysis

• Navigate to the Orders module on your dash under the Orders & Products section heading
• The default date range is 28 days—a longer date range will provide a more accurate picture of purchase behavior
• Set the “Order Sequence” filter to “Repeat Order”
• This will show data only from repeat purchases

• Scroll down to the Acquisition Channel chart
• The source_medium column will show the top acquisition pathways for these repeat purchases using the filters selected

Order Analysis

• Navigate to the Orders module on your dash under the Orders & Products section heading
• The default date range is 28 days—set the date range to a few months or more to get an accurate picture of historical revenue
• Set the “Sub. Order Sequence” filter to “Recurring Sub. Order”
• This will show data only from recurring subscription orders

• Scroll down to the Sales by Date chart
• The Net Revenue column will show only revenue from recurring subscriptions with these filters selected