Customer Lifetime Value

A retailer used cardholder transaction data to calculate Customer Lifetime Value across more than 530,000 unique customers, creating six value-based segments and a three-dashboard MVP for planning and activation.
A cashier hands an unbranded store card to a customer at a department store checkout, with merchandise and shoppers in the background.
530K+
Unique customers with CLV calculated
6
CLV-based cardholder segments
3
MVP dashboards in production
2023
CLV projection available for planning
A retail leader overlooks an active department store as an associate assists a customer at a service table.
From cardholder transactions to customer lifetime value
Customer value was visible only after the fact.
目的
Measure the Customer Lifetime Value of the retailer's cardholders to create a basis for increasing their value.
機会
Use customer-level value and six distinct CLV groups to shape mechanics intended to increase cardholder value.
Turning transaction history into a forward view of customer value

The initiative needed to move from retrospective transaction data to a consistent, customer-level view that planners could use.

主な課題
A retail commercial lead and data specialist arrange transaction printouts and color samples beside folded garments.
1: A value definition the business could use
The retailer needed agreed business rules for calculating CLV, rather than leaving value visible only in hindsight.
A cashier scans an unbranded loyalty card as groceries move through a supermarket checkout.
2: Customer-level data at meaningful scale
The initiative required cardholder and transaction data to be extracted and connected closely enough to calculate value for each customer.
Two retail professionals review an analytics display overlooking an active department store.
3: Planning visibility, not another dataset
Projected CLV, cardholder volumes and transaction volumes needed to be available in a form the business could use.
Six red shopping baskets contain different mixes of groceries, apparel and home products.
4: A path from measurement to activation
The retailer had no CLV-based grouping of cardholders or value-increasing mechanics anchored in that segmentation.
解決策
A customer lifetime value MVP designed for business action

NTT DATA combined calculation rules, data processing, visualization and segmentation in a Tableau MVP that makes expected customer value visible and usable.

チェックアイコン
Business rules that anchor customer value

NTT DATA defined the business rules for the CLV calculation, establishing a consistent basis for customer-level measurement.

チェックアイコン
Customer-level calculation at scale

Cardholder and transaction data were extracted and used to calculate CLV for more than 530,000 unique customers.

チェックアイコン
A decision layer in Tableau

Three MVP dashboards brought together the 2023 CLV projection, cardholder volumes and transaction volumes for business planning.

チェックアイコン
Six segments for value-based activation

The MVP identified six cardholder groups based on CLV, giving the retailer a structured view for value-increasing mechanics.

影響
Customer value becomes visible and actionable

The retailer can now prioritize investment by expected customer value. CLV has been calculated for more than 530,000 unique customers, six value-based segments have been defined and three MVP dashboards are in production. The available 2023 projection provides a planning view, while the segmentation creates a basis for mechanics intended to increase cardholder value.

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