Calculating lifetime revenue collected from a customer

Dan Kamins's Avatar

Dan Kamins

09 Jun, 2010 07:00 PM

What's the best way to determine the total revenue collected from a customer? This needs to take into consideration plan changes, cancellations, re-subscriptions, etc.

My current thinking: Request the customer XML. Then iterate and sum all transactions with response="approved" under all invoices under all subscriptions.

Is this all-inclusive? Any problems with this approach? Will old data (e.g. 2+ yrs ago) ever be archived/purged from the customer record, or will it always keep a record of everything that's ever happened?

  1. Support Staff 1 Posted by Marc Guyer on 09 Jun, 2010 07:14 PM

    Marc Guyer's Avatar

    Request the customer XML. Then iterate and sum all transactions with response="approved" under all invoices under all subscriptions.

    You've got it.

    Is this all-inclusive? Any problems with this approach? Will old data (e.g. 2+ yrs ago) ever be archived/purged from the customer record, or will it always keep a record of everything that's ever happened?

    We do have a concern right now about the size of the XML response. Over time, it will only get larger. We may introduce a default date restriction on the result. For example, we might by default only return a year's worth of history. To get more history, you would be required to specify a date in the past when requesting the customer data. We haven't exactly decided how that's going to work but rest assured that we will let you know well in advance.

    We do not have any plans to archive or purge any customer data.

  2. Marc Guyer closed this discussion on 09 Jun, 2010 07:14 PM.

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