Welcome to the Custom

Only Enter Data in th

CURRENT CUSTOMER SITUATION

Current Customer Base (No. of Customers)

Estimated Retention Rate pa

Estimated Annual Profit PER Customer

No. of New Customers pa WITHOUT Marketing (e.g. WOM)

No. of New Customers pa WITH Marketing (include WOM)

Annual Total Cost of Customer Marketing

Discount Rate

Full Calculations - Over 50 Years - Shown Below

Customer Equity WITH Marketing

Customer Base at the Start of the Year

New Customers Acquired WITH and WITHOUT Marketing

Lost Customers

Customer Base at the End of the Year

Average Customer Numbers in the Year

Profit per Customer pa

Gross Profit Contribution for Average Customers Numbers

Annual Total Cost of Customer Marketing

Net Profit Contribution After Marketing Costs

Compounding Discount Rate

 Discounted Net Profit Contribution

Customer Equity WITH Marketing

Customer Equity WITHOUT Marketing

Customer Base at the Start of the Year

New Customers Acquired WITHOUT Marketing (e.g. WOM)

Lost Customers

Customer Base at the End of the Year

Average Customer Numbers in the Year

Profit per Customer pa

Gross Profit Contribution for Average Customers Numbers

Annual Total Cost of Customer Marketing (N/A)

Net Profit Contribution After Marketing Costs

Compounding Discount Rate

Discounted Net Profit Contribution

Customer Equity WITHOUT Marketing

Customer Equity EXISTING CUSTOMERS Only

Customer Base at the Start of the Year

New Customers N/A

Lost Customers

Customer Base at the End of the Year

Average Customer Numbers in the Year

Profit per Customer pa

Gross Profit Contribution for Average Customers Numbers

Annual Total Cost of Customer Marketing (N/A)

Net Profit Contribution After Marketing Costs

 Compounding Discount Rate

Discounted Net Profit Contribution

Customer Equity EXISTING CUSTOMERS Only

elcome to the Customer Equity Calculator
Only Enter Data in the YELLOW Cells

Current Year Customer Equity Estimates

1,000

60% Customer Equity WITH Marketing

100

50 Customer Equity WITHOUT Marketing

300

50,000 Customer Equity EXISTING CUSTOMERS Only

10.0%

Estimated Customer Equity - Over 50 Years - Shown Above

1 2 3 4 5

1,000 900 840 804 782

300 300 300 300 300

400 360 336 322 313

900 840 804 782 769

950 870 822 793 776

100 100 100 100 100

95,000 87,000 82,200 79,320 77,592

50,000 50,000 50,000 50,000 50,000

45,000 37,000 32,200 29,320 27,592

1.10 1.21 1.33 1.46 1.61

40,909 30,579 24,192 20,026 17,132

287,870

1 2 3 4 5

1,000 650 440 314 238

50 50 50 50 50

400 260 176 126 95

650 440 314 238 193

825 545 377 276 216

100 100 100 100 100

82,500 54,500 37,700 27,620 21,572

0 0 0 0 0

82,500 54,500 37,700 27,620 21,572

1.10 1.21 1.33 1.46 1.61

75,000 45,041 28,325 18,865 13,395

263,935

1 2 3 4 5

1,000 600 360 216 130

0 0 0 0 0

400 240 144 86 52

600 360 216 130 78

800 480 288 173 104

100 100 100 100 100

80,000 48,000 28,800 17,280 10,368

0 0 0 0 0

80,000 48,000 28,800 17,280 10,368

 1.10 1.21 1.33 1.46 1.61

72,727 39,669 21,638 11,802 6,438

160,000
timates

287,870

263,935

160,000

Years - Shown Above

6 7 8 9 10

769 762 757 754 753

300 300 300 300 300

308 305 303 302 301

762 757 754 753 752

766 759 756 753 752

100 100 100 100 100

76,555 75,933 75,560 75,336 75,202

50,000 50,000 50,000 50,000 50,000

26,555 25,933 25,560 25,336 25,202

1.77 1.95 2.14 2.36 2.59

14,990 13,308 11,924 10,745 9,716

6 7 8 9 10

193 166 149 140 134

50 50 50 50 50

77 66 60 56 54

166 149 140 134 130

179 158 145 137 132

100 100 100 100 100

17,943 15,766 14,460 13,676 13,205

0 0 0 0 0

17,943 15,766 14,460 13,676 13,205

1.77 1.95 2.14 2.36 2.59

10,128 8,090 6,745 5,800 5,091

6 7 8 9 10

78 47 28 17 10

0 0 0 0 0

31 19 11 7 4

47 28 17 10 6

62 37 22 13 8

100 100 100 100 100

6,221 3,732 2,239 1,344 806

0 0 0 0 0

6,221 3,732 2,239 1,344 806

1.77 1.95 2.14 2.36 2.59

3,511 1,915 1,045 570 311

 11 12 13 14 15

752 751 751 750 750

300 300 300 300 300

301 300 300 300 300

751 751 750 750 750

751 751 750 750 750

100 100 100 100 100

75,121 75,073 75,044 75,026 75,016

50,000 50,000 50,000 50,000 50,000

25,121 25,073 25,044 25,026 25,016

2.85 3.14 3.45 3.80 4.18

8,805 7,989 7,254 6,590 5,989

11 12 13 14 15

130 128 127 126 126

50 50 50 50 50

52 51 51 50 50

128 127 126 126 125

129 128 127 126 126

100 100 100 100 100

12,923 12,754 12,652 12,591 12,555

0 0 0 0 0

12,923 12,754 12,652 12,591 12,555

2.85 3.14 3.45 3.80 4.18

4,530 4,064 3,665 3,316 3,006

11 12 13 14 15

6 4 2 1 1

0 0 0 0 0

2 1 1 1 0

4 2 1 1 0

5 3 2 1 1

100 100 100 100 100

484 290 174 104 63

0 0 0 0 0

484 290 174 104 63

2.85 3.14 3.45 3.80 4.18

170 92 50 28 15
 16 17 18 19 20

750 750 750 750 750

300 300 300 300 300

300 300 300 300 300

750 750 750 750 750

750 750 750 750 750

100 100 100 100 100

75,009 75,006 75,003 75,002 75,001

50,000 50,000 50,000 50,000 50,000

25,009 25,006 25,003 25,002 25,001

4.59 5.05 5.56 6.12 6.73

5,443 4,947 4,497 4,088 3,716

16 17 18 19 20

125 125 125 125 125

50 50 50 50 50

50 50 50 50 50

125 125 125 125 125

125 125 125 125 125

100 100 100 100 100

12,533 12,520 12,512 12,507 12,504

0 0 0 0 0

12,533 12,520 12,512 12,507 12,504

4.59 5.05 5.56 6.12 6.73

2,728 2,477 2,250 2,045 1,859

16 17 18 19 20

0 0 0 0 0

0 0 0 0 0

0 0 0 0 0

0 0 0 0 0

0 0 0 0 0

100 100 100 100 100

38 23 14 8 5

0 0 0 0 0

38 23 14 8 5
4.59 5.05 5.56 6.12 6.73

8 4 2 1 1
 21 22 23 24 25

750 750 750 750 750

300 300 300 300 300

300 300 300 300 300

750 750 750 750 750

750 750 750 750 750

100 100 100 100 100

75,001 75,000 75,000 75,000 75,000

50,000 50,000 50,000 50,000 50,000

25,001 25,000 25,000 25,000 25,000

7.40 8.14 8.95 9.85 10.83

3,378 3,071 2,792 2,538 2,307

21 22 23 24 25

125 125 125 125 125

50 50 50 50 50

50 50 50 50 50

125 125 125 125 125

125 125 125 125 125

100 100 100 100 100

12,503 12,502 12,501 12,501 12,500

0 0 0 0 0

12,503 12,502 12,501 12,501 12,500

7.40 8.14 8.95 9.85 10.83

1,689 1,536 1,396 1,269 1,154

21 22 23 24 25

0 0 0 0 0

0 0 0 0 0

0 0 0 0 0

0 0 0 0 0

0 0 0 0 0

100 100 100 100 100

3 2 1 1 0

0 0 0 0 0

3 2 1 1 0
7.40 8.14 8.95 9.85 10.83

0 0 0 0 0
 26 27 28 29 30

750 750 750 750 750

300 300 300 300 300

300 300 300 300 300

750 750 750 750 750

750 750 750 750 750

100 100 100 100 100

75,000 75,000 75,000 75,000 75,000

50,000 50,000 50,000 50,000 50,000

25,000 25,000 25,000 25,000 25,000

11.92 13.11 14.42 15.86 17.45

2,098 1,907 1,734 1,576 1,433

26 27 28 29 30

125 125 125 125 125

50 50 50 50 50

50 50 50 50 50

125 125 125 125 125

125 125 125 125 125

100 100 100 100 100

12,500 12,500 12,500 12,500 12,500

0 0 0 0 0

12,500 12,500 12,500 12,500 12,500

11.92 13.11 14.42 15.86 17.45

1,049 953 867 788 716

26 27 28 29 30

0 0 0 0 0

0 0 0 0 0

0 0 0 0 0

0 0 0 0 0

0 0 0 0 0

100 100 100 100 100

0 0 0 0 0

0 0 0 0 0

0 0 0 0 0
11.92 13.11 14.42 15.86 17.45

0 0 0 0 0
 31 32 33 34 35

750 750 750 750 750

300 300 300 300 300

300 300 300 300 300

750 750 750 750 750

750 750 750 750 750

100 100 100 100 100

75,000 75,000 75,000 75,000 75,000

50,000 50,000 50,000 50,000 50,000

25,000 25,000 25,000 25,000 25,000

19.19 21.11 23.23 25.55 28.10

1,302 1,184 1,076 979 890

31 32 33 34 35

125 125 125 125 125

50 50 50 50 50

50 50 50 50 50

125 125 125 125 125

125 125 125 125 125

100 100 100 100 100

12,500 12,500 12,500 12,500 12,500

0 0 0 0 0

12,500 12,500 12,500 12,500 12,500

19.19 21.11 23.23 25.55 28.10

651 592 538 489 445

31 32 33 34 35

0 0 0 0 0

0 0 0 0 0

0 0 0 0 0

0 0 0 0 0

0 0 0 0 0

100 100 100 100 100

0 0 0 0 0

0 0 0 0 0

0 0 0 0 0
19.19 21.11 23.23 25.55 28.10

0 0 0 0 0
 36 37 38 39 40

750 750 750 750 750

300 300 300 300 300

300 300 300 300 300

750 750 750 750 750

750 750 750 750 750

100 100 100 100 100

75,000 75,000 75,000 75,000 75,000

50,000 50,000 50,000 50,000 50,000

25,000 25,000 25,000 25,000 25,000

30.91 34.00 37.40 41.14 45.26

 809 735 668 608 552

36 37 38 39 40

125 125 125 125 125

50 50 50 50 50

50 50 50 50 50

125 125 125 125 125

125 125 125 125 125

100 100 100 100 100

12,500 12,500 12,500 12,500 12,500

0 0 0 0 0

12,500 12,500 12,500 12,500 12,500

30.91 34.00 37.40 41.14 45.26

404 368 334 304 276

36 37 38 39 40

0 0 0 0 0

0 0 0 0 0

0 0 0 0 0

0 0 0 0 0

0 0 0 0 0

100 100 100 100 100

0 0 0 0 0

0 0 0 0 0

0 0 0 0 0
30.91 34.00 37.40 41.14 45.26

0 0 0 0 0
 41 42 43 44 45

750 750 750 750 750

300 300 300 300 300

300 300 300 300 300

750 750 750 750 750

750 750 750 750 750

100 100 100 100 100

75,000 75,000 75,000 75,000 75,000

50,000 50,000 50,000 50,000 50,000

25,000 25,000 25,000 25,000 25,000

49.79 54.76 60.24 66.26 72.89

 502 457 415 377 343

41 42 43 44 45

125 125 125 125 125

50 50 50 50 50

50 50 50 50 50

125 125 125 125 125

125 125 125 125 125

100 100 100 100 100

12,500 12,500 12,500 12,500 12,500

0 0 0 0 0

12,500 12,500 12,500 12,500 12,500

49.79 54.76 60.24 66.26 72.89

251 228 208 189 171

41 42 43 44 45

0 0 0 0 0

0 0 0 0 0

0 0 0 0 0

0 0 0 0 0

0 0 0 0 0

100 100 100 100 100

0 0 0 0 0

0 0 0 0 0

0 0 0 0 0
49.79 54.76 60.24 66.26 72.89

0 0 0 0 0
 46 47 48 49 50

750 750 750 750 750

300 300 300 300 300

300 300 300 300 300

750 750 750 750 750

750 750 750 750 750

100 100 100 100 100

75,000 75,000 75,000 75,000 75,000

50,000 50,000 50,000 50,000 50,000

25,000 25,000 25,000 25,000 25,000

80.18 88.20 97.02 106.72 117.39

 312 283 258 234 213

46 47 48 49 50

125 125 125 125 125

50 50 50 50 50

50 50 50 50 50

125 125 125 125 125

125 125 125 125 125

100 100 100 100 100

12,500 12,500 12,500 12,500 12,500

0 0 0 0 0

12,500 12,500 12,500 12,500 12,500

80.18 88.20 97.02 106.72 117.39

156 142 129 117 106

46 47 48 49 50

0 0 0 0 0

0 0 0 0 0

0 0 0 0 0

0 0 0 0 0

0 0 0 0 0

100 100 100 100 100

0 0 0 0 0

0 0 0 0 0

0 0 0 0 0
80.18 88.20 97.02 106.72 117.39

0 0 0 0 0