

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




NTT DATA combined calculation rules, data processing, visualization and segmentation in a Tableau MVP that makes expected customer value visible and usable.
NTT DATA defined the business rules for the CLV calculation, establishing a consistent basis for customer-level measurement.
Cardholder and transaction data were extracted and used to calculate CLV for more than 530,000 unique customers.
Three MVP dashboards brought together the 2023 CLV projection, cardholder volumes and transaction volumes for business planning.
The MVP identified six cardholder groups based on CLV, giving the retailer a structured view for value-increasing mechanics.
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.