RFM Analysis

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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?

RFM segment by Company

To track all details about customers of each segment and their purchasing behavior switch to

All 7 RFM segments describing purchasing behavior of customers based on segments to which they belong appears as shown below

As seen in the figure, track directly
- How many % of customers of all belong to which Segment?
- How many % of orders of total orders of your business are given by customers of which Segment?
- Out of total Revenue, how much % of Revenue is generated by which Segment?
- Number of open Leads by each Segment
- Number of Quotation requests by each Segment

For Champion segmentation

You can track
- Out of the total customers of your Business, 9% of customers belong to a Champion segment
- Out of the total orders of your Business, 23% of orders are from customers who belong to a Champion segment
- Out of the total Revenue of your Business, 22% of revenue is generated by customers belonging to a Champion segment
- There are 6 open leads generated by customers who belong to this segment
- 0 Quotation Request by customers of this segment
- 0 Total Mailing campaigns were done by you to Customers of this Segment