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Workflow · Customers · Opening soon

Customer lifetime value

Export your Shopify orders and turn them into a customer lifetime value summary. See each customer’s total spend, order count, first and last order date, and average order value.

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Someone typed

“from the shopify orders export, match orders by customer name and show each customer’s total spend, order count, first and last order date, and average order value; skip refunded and zero-dollar orders”

The agent read it as

From the Shopify orders export, match orders by customer name and show each customer’s total spend, order count, first and last order date, and average order value; skip refunded and zero-dollar orders, grouping by customer email.

What the agent built

1 step, each one an ordinary Mammoth step you can open and change.

  1. File
    Shopify orders export
    CSV export · 24 rows
  2. Step
    Summarize customer orders
    Step 1
  3. Result
    Customer Spend Summary
    9 rows
  4. Schedule
    Runs when you say
    Proposed

Checked on the sample files: every step ran, 9 rows came out.

What you get back

The result of that run, the rows to look at first.

Customer Spend SummarySample data9 rows
Customer emailTotal spendOrder countFirst order dateLast order dateAverage order value
ava@northstarstudio.com35842026-09-182026-11-0889.50
ben@lumenbakes.com22942026-09-192026-11-0957.25
cara@pinegrovehome.com33632026-09-222026-11-03112
drew@orbitgear.co6412026-09-242026-09-2464
ella@harborlane.co24322026-09-302026-10-25121.50
finn@clayfieldgoods.com59332026-10-052026-11-11197.67
gina@moontidepress.com16122026-10-082026-11-0480.50
hugo@greenlinepet.com9022026-10-152026-11-0745
ivy@foxtrailcoffee.com3312026-10-282026-10-2833
9 rows in the result. Sample data: illustrative figures, not business results.

How do you calculate customer lifetime value from Shopify orders?

Export your Shopify orders, then group rows by customer email. Sum each customer’s spend, count their orders, and show their first and last order date plus average order value. Skip refunded and zero-dollar orders so the summary only uses paid orders.

How it works

How to use the Customer Spend Summary workflow

  1. 1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
  2. 2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
  3. 3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Customer Spend Summary: questions

Which export should you use?
Use the orders export from Shopify. It needs the order rows with customer details, order dates, and amounts.
What happens to orders that do not match a customer?
Rows that do not match the grouping rules are left out of the summary or kept separate, depending on the workflow setup. You can choose whether to ignore them or review them.
How do you change the calculation rules?
Edit the steps in plain words, for example, change which column you group by, which rows you skip, or which values you add up. Then run the export again with the new rules.

Get early access to this workflow

It will open already built and checked on the sample files. Swap in your own exports and see your result.

Early access opens shortly. Check back soon.

Book a demo

Workflows like this

Cohorts, churn, repeat purchases, retention, RFM segments and recurring revenue, from your orders or payments.

All customer templates →

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