The Customer Lifetime Value calculated insight aggregates the lifetime revenue generated
from the sale of vehicles, services, parts, and accessories for a specific customer. The
lifetime value of a customer includes the purchase of vehicles, parts, subscriptions, and
accessories from the original equipment manufacturer and from dealerships. The insight also
considers the order value from repair and maintenance of vehicles and parts.
Required Editions
| Available in: Enterprise, Unlimited, and Developer
Editions |
Here’s a breakdown of the logic.
| Expression |
Definition |
SELECT ssot__Account__dlm.ssot__Name__c AS
CustomerName__c
|
Extracts a customer's name from the Account object and assigns the name an alias
CustomerName__c.
|
Vehicle_Sales_Detail__cio.CustomerId__c AS
CustomerId__c
|
Extracts the customer's unique ID from the Vehicle Sales Detail calculated insight and
assigns it an alias CustomerId__c. |
SUM(Vehicle_Sales_Detail__cio.DealerSalesAmount__c +
Vehicle_Sales_Detail__cio.DirectSalesAmount__c + Vehicle_Sales_Detail__cio.PartsTxnAmount__c
+ Vehicle_Sales_Detail__cio.RepairOrderAmount__c) as TotalAmount__c
|
Calculates the total revenue generated for each customer from various sales activities
such as dealer sales of vehicles, direct sales of vehicles, parts sales, and repair
orders from the Vehicle Sales Detail calculated insight. The value is assigned an
alias TotalAmount__c. |
| FROM Vehicle_Sales_Detail__cio |
Specifies the Vehicle Sales Detail calculated insight that the total amount is derived
from. |
| JOIN ssot__Account__dlm ON (Vehicle_Sales_Detail__cio.CustomerId__c =
ssot__Account__dlm.ssot__Id__c ) |
Joins the data in the Vehicle Sales Detail calculated insight and Account object by
matching the Customer ID field on Vehicle Sales Detail to the ID field on Account. |
GROUP BY CustomerName__c, CustomerId__c
|
Groups the results based on the customer's name and ID, and applies the SUM aggregation
function to calculate the total revenue for each customer. |
