RFM Analysis

The Analysis module aims to help businesses understand customer behavior, identify high-value segments, and optimize engagement strategies. By leveraging RFM (Recency, Frequency, and Monetary) scoring, the module enables data-driven decision-making, targeted retention efforts, and personalized campaigns to enhance customer loyalty, reduce churn, and maximize revenue.

Analysis

The section is designed to help businesses understand customer behavior and optimize their engagement strategies. By leveraging RFM (Recency, Frequency, and Monetary) scoring, the module segments customers into categories such as:

• Cannot Lose Them
• At Risk
• Lost Customers
• Loyal
• Need Attention
• About to Sleep
• Champions
• Promising
• New Customers

Each segment is visually represented with distinct color schemes, making it easy to interpret. The module also provides insights into revenue distribution by RFM score, highlighting the contribution of each segment to the overall revenue. This helps businesses identify high-value customers, develop targeted retention strategies, and implement personalized campaigns to improve engagement, reduce churn, and maximize revenue.

The Revenue by RFM Score section provides a detailed breakdown of customer segments and their financial contributions. It includes the following metrics: segments, total number of contacts in each segment, percentage of contacts, total revenue generated by each segment, percentage of total revenue, Average Order Value (AOV), and Average Customer Lifetime Value (AVG. CLV). This comprehensive view enables businesses to evaluate the performance of each segment, identify high-value customers, and make data-driven decisions to optimize revenue and customer engagement strategies.

Transition

The transition section analyzes incoming transitions displayed in a segment-wise pie chart. Users can click on any segment to view detailed insights for that specific category. Additionally, date filters can be applied to refine the segment analysis.

List of Contacts

This screen provides an overview of customer data segmented using RFM (Recency, Frequency, Monetary) analysis, enabling businesses to understand and categorize their customers effectively. The table includes the following columns:

• Contact Key: A unique identifier for each customer.
• Customer: The name or email address of the customer.
• RFM Segment: A category assigned to customers based on their RFM scoring, such as "Promising," "At Risk," or "Champions."
• RFM Score: A combined score reflecting the customer's recency, frequency, and monetary activity.
• Recency (Days): The number of days since the customer's last activity.
• Frequency (Count): The total number of interactions or purchases made by the customer.
• Monetary Value: The total monetary contribution of the customer.
• CLV (Customer Lifetime Value): A customer's lifetime value classification, such as "low."

The screen includes interactive features such as a search bar to quickly find specific customers, filters to refine the data based on name, activity, or monetary value, and a download option for exporting the data. Users can also navigate the dataset using the pagination controls at the bottom. This screen provides a comprehensive and actionable view of customer data, allowing businesses to make informed decisions.