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 and derive Sales Orders based on RFM Segment?

To track Sales Orders now based on RFM Segment navigate to

List of all Sale Orders now based on RFM Segment appears as shown below

As seen from the figure, it becomes very easy to track and analyze

For example, as seen in the figure above,

- Total of 11 Sale Orders are given by customers who belong to Newest RFM segment.