Latest RFM User Guide

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Course content

RFM Analysis
- RFM Analysis
Smart Dashboard Analysis
- Smart Dashboard Analysis
RFM segment by Company
How to know Quotations by segment?
- How to know Quotations by segment?
How does tracking the customer’s switching between segments helps to increase profit margin and what is the effect of the marketing strategy implemented?
- How does tracking the customer’s switching between segments helps to increase profit margin and what is the effect of the marketing strategy implemented?
- What type of analysis can be done from RFM Segment history?
What type of documents can be derived and how does it aid in various analyses?
- What type of documents can be derived and how does it aid in various analyses?
- How to track and derive Sales Orders based on RFM Segment?
How does the Yearly analysis report by the Company aid in complete insight into customers of each Segment?
- How does the Yearly analysis report by the Company aid in complete insight into customers of each Segment?

How to track a list of Customers of each Segment?

To track a list of all Customers click on Customers of the segment whose list you wish to derive which is explained in the figure below

A list of all Customers belonging to the relevant segment appears as shown below