RFM analysis for Customer Segmentation


SKU: GR3_RFM Category: Tags: , ,

With our RFM Analysis report, you can easily identify your most valuable customer segments and target your marketing efforts accordingly. The report shows which client segments bring in the most revenue and which ones may require more attention.

Data sources: CRM or Google Analytics with ecommerce pre-setup

Pre-sets: Set up GA Ecommerce Tracking and send User-ID as a custom dimension or pull data to Google Sheets from CRM. Required fields for the report: User ID, Order ID, Date, Revenue.

Go to Looker Studio template page

More details?

Data sources for the report include CRM or Google Analytics with ecommerce pre-setup.

To use the report, you’ll need:

  • set up GA Ecommerce Tracking
  • send the User-ID as a custom dimension,
  • or pull data to Google Sheets from your CRM.

The required fields for the report include User ID, Order ID, Date, and Revenue.

The RFM Analysis report is based on the RFM (Recency, Frequency, Monetary) model, which is a popular method for analyzing customer value. By analyzing the recency of a customer’s last purchase, their frequency of purchases, and the monetary value of those purchases, you can see which segments are most valuable to your business.

To access the RFM Analysis report, go to the Looker Studio template page. With this powerful tool, you’ll have all the information you need to make data-driven decisions about your marketing efforts and optimize your return on investment.