Current Behavior

• Total Spent is based on historically consumed and closed items.
• The value remains unchanged after refunds, rebates, write-offs, or revenue corrections.
• There is no visual indication that part or all of the revenue contributing to the metric has since been adjusted.
• Users may incorrectly interpret the figure as a net lifetime spend amount.

Impact

• Guest lifetime value can appear artificially inflated.
• Staff may make business decisions based on inaccurate assumptions about guest spending history.
• Support teams frequently need to explain why the displayed value does not align with accounting reality.
• Reduced trust in profile insights when financial corrections are not reflected.

Proposed Solutions

Option 1 (Preferred): Net Lifetime Spend Calculation

• Update the Total Spent metric to reflect net revenue after refunds, rebates, and accounting corrections.

Example:

Original consumed revenue: $7,945
Later refunded revenue: $7,945
Updated Total Spent: $0

This would provide a more accurate representation of the guest's actual financial contribution.

Option 2: Add Adjustment Indicator

If the historical value must remain unchanged for reporting consistency:

• Retain the current Total Spent calculation.
• Display a warning icon, information badge, or tooltip when adjustments exist.

Tooltip example:

"This value reflects historical consumed revenue. Subsequent refunds, rebates, write-offs, or accounting corrections have been applied and may affect the guest's net revenue."

Option 3: Show Both Metrics

Provide two separate insights:

• Historical Spend: Total value of consumed services.
• Net Spend: Historical spend adjusted for refunds and revenue corrections.

This approach offers complete transparency while preserving historical reporting.

Requested Outcome

Either:

• Recalculate Total Spent to account for refunds and revenue corrections; or
• Clearly indicate when post-consumption adjustments exist and provide visibility into their impact on the displayed metric.