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RFM Analysis Dashboard In-depth Analysis of Customers and Benefits for Users

Desciption

Dashboard
RFM Analysis
This dashboard provides an in-depth analysis of customers through the RFM Analysis, which segments customers into 64 distinct segments based on their purchase behaviors-Recency, Frequency and their Monetary Value. This analysis helps to identify customers who are loyal, at risk, and lost and can be used to develop a customized CRM profiling and messaging approach.

Summary
The RFM Analysis dashboard provides a comprehensive analysis of customers, allowing businesses to segment customers into 64 distinct segments based on their purchase behaviors-Recency, Frequency and their Monetary Value. This analysis can be used to identify loyal, at risk, and lost customers and develop a customized CRM profiling and messaging approach.

Benefits
The RFM Analysis dashboard can benefit any business that needs to better understand their customer base. It can be used to identify loyal, at risk, and lost customers, and develop a customized CRM profiling and messaging approach. It can also help businesses to better target their marketing efforts, increase customer retention, and improve customer satisfaction.

Who Can Use It
The RFM Analysis dashboard can be used by any business that needs to better understand their customer base. It can be used by marketing teams, customer service teams, sales teams, and any other team that needs to gain insights into their customer base.

Benefits for Users
The RFM Analysis dashboard can help users to better target their marketing efforts, increase customer retention, and improve customer satisfaction. It can also help users to identify loyal, at risk, and lost customers and develop a customized CRM profiling and messaging approach.

Data

Customers
Frequency..
1
2
Recency
Quart
RFM Analysis
793
Orders
Frequency
Quart
17
Recency x Frequency – Quartile Breakdown
Recency Quart
4,990 $
19
3%
4,002 $
26
3%
2,434 $
5,009
134
10%
737 $
39
6%
3,812 $
Avg. No. Orders Avg. Order Value
458.6 $
58
9%
3,744 $
30
2,231 $
73
6%
2,033 $
Value-Quart Customer Name
6.3
2
45
9%
4,577 $
56
8%
3,455 $
27
3,558 $
A popular approach to customer segmentation, is the RFM Analysis – where customers are
segmented by a combination of their purchase behaviors-Recency, Frequency and their
Monetary Value.
66
7%
2,278 $
By segmenting customers into quartiles under each attribute, 64 (4x4x4) distinct segments can
be developed for customized CRM profiling and messaging approach.
58
11%
4,321 $
65
9%
3,176 $
24
3%
2,988 $
56
1,511$
Avg. Customer Recency
3,100 days
Customer count
Can’t Lose Them
At Risk
Lost
Custom Segments
Needs Attention
At Risk
Lost
Customer List-Drill down from left to right columns to view list of customers.
Number of Orders
Loyal
Potential Loyalists
Promising
Order Date
1/4/2011 12/31/2014
Champions
Potential Loyalises
New Customers
Total Sales To Date Previous Order-Days
Ago