Limio Customer Overview Component

LFS version: requires Limio for Salesforce v12.24 or later

The Limio Customer Value is a standalone app builder component that allows agents to see some key metrics about a subscriber based on their Limio history.

Being a custom app builder component, it can be dragged and dropped anywhere on the page.

This component requires the Limio customer identifier, hence it can only be used in the context of a Case, Contact, or Account record page.

Customer Value component presents two key metrics:

1. Lifetime value - total expenditure 
2. Duration since the initial purchase along with the date of the initial purchase

This combination offers insight into the amount spent by the subscriber during a specific timeframe, aiding in the identification of appropriate upsell offers.

The data provided is derived from the customer history stored in Limio, taking into account all subscriptions associated with the current customer. It includes only past billings and excludes cancelled and future changes.

For the customers who are not registered in the Limio database yet, users will see a respective message: