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AVERAGE of customer annual value - how to get
AVERAGE of customer annual value - how to get

Use the Account Value By Customer report

Beau O'Hara avatar
Written by Beau O'Hara
Updated over 3 years ago

Summary

Determine the total AVERAGE of customer annual value 

Key Points

  • Use the Account Value By Customer report

  • Filter the date range

  1. From the Dashboard, click Reports

  2. Change the date to reflect an annual report, such as 1/1/2019 - 12/31/2019

  3. Click Apply

  4. Scroll to the bottom for the total value

  5. Divide that number by the number of rows in the report

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