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 the total revenue generated by each segment?

To track the total revenue generated by customers of each segment
click on the Revenue option of the segment whose list you wish to derive as explained in the figure below