Guides and Templates

Lifetime value spreadsheet

Our single excel worksheet for calculation and explanation

Use our lifetime value spreadsheet to calculate and estimate the future value of your customers. It's an Excel spreadsheet which is ready to use.

Why use Lifetime value models?

Lifetime value models have many applications, but they are most powerful as a tool to help businesses prove the future value they can generate from marketing campaign activities.

It’s much better evaluating investment based on long-term returns from marketing activities rather than the short-term success of a single sale.

How will the guide help me and my business?

Lifetime value analysis will help you plan and measure investment levels for customer acquisition programmes. As you’ll know, every new campaign should have a clear target cost for allowable customer acquisition (CPA). If you’re making the business case to your boss or colleagues in finance or investors they help give you project numbers to back up your arguments for more investment.

LTV models are important for many different times of businesses like retail, utilities, travel or web services like software services or publishing where there will be recurring revenue. They are also important to creating business plans and forecasts for startup businesses to help estimate future revenue.

Resource Details

About the author

Dr. Dave Chaffey

Dave ChaffeyDave is co-CEO and co-founder of Smart Insights. He is editor of the 100 templates, ebooks and courses in the digital marketing resource library created by our team of 25+ Digital Marketing experts. Our resources used by our premium members in more than 80 countries to Map, Plan and Manage their digital marketing.

For his full profile, or to connect on LinkedIn or other social networks, see the About Dave Chaffey profile page on Smart Insights. Dave is author of 5 bestselling books on digital marketing including Digital Marketing Excellence and Digital Marketing: Strategy, Implementation and Practice. In 2004 he was recognised by the Chartered Institute of Marketing as one of 50 marketing ‘gurus’ worldwide who have helped shape the future of marketing.

What’s inside?

The LTV spreadsheet is a single Excel spreadsheet which is ready to use

Format:

  • Single worksheet Excel for calculation and explanation worksheet
  • We also reference to two more complex spreadsheet models
Individual
Business

Access this resource now

Individual and Business members get full access to this and 7 other guides in the Marketing campaign planning Toolkit.

Learn more about membership Already an Individual or Business member?
Login here

Why Wait? Start Improving your marketing today

Join as an Individual or Business member to access this toolkit and up to 19 more.

Individual Membership

  • Enhance your marketing skills
  • Keep up to date with all the latest techniques
  • Become more effective in your role and develop your career

Business Membership

  • Improve your (and your clients') results from marketing
  • Upskill and develop your marketing team
  • Get dedicated support on your journey

Trusted by marketers all over the world

Since 2009 our toolkits have helped thousands of marketers in over 170 countries to hit - and exceed - their targets.
Will you be next?

...plus over 165,000 consultants, agencies, entrepreneurs and SMB's in over 170 countries.

Get better results

Make your job easier

Tenfold improvement

Learn more about Individual or Business membership options
Smart insights logo
CLOSE