Providea workbookcontaining at least3 attributes
Geta ready-to-use,best-in-marketRFM ANALYSIS dashboard
RFM Analysis Home
RFM Analysis Home
Get a Home Page for your RFM Analysis dashboard
RFM Analysis (Recency-Frequency-Monetary)
RFM Analysis (Recency-Frequency-Monetary)
The RFM Analysis creates an actionable segmentation of your customer base: How is our customer base segmented? What are the recommended marketing actions to address each customer segment?
RFM Customer Base
RFM Customer Base
Overview of your customer base by RFM Segment: Which customers constitute each of our RFM segments?
RFM Segment Detail
RFM Segment Detail
Detailed analysis of each RFM Segment: Which customers belong to this RFM segment?
3 required attributes
Date 
Customer 
Sales Amount - ...add your own attributes!
Required Attributes
To get your RFM Analysis dashboard, you need to provide a Tableau workbook file with (at least) the following 5 attributes (the name of your attributes can differ):
- Date When the sales happened (Date used for time-series analysis)
- Customer Name of the customer
- Sales Amount Amount of the sale
KPIs
Your RFM Analysis dashboard will contain 2 KPIs
- Total SalesTotal Sales amount
- Active Customers #Number of distinct customers having a sales transaction over the period
Dashboard Pages & Data Visualizations
Your RFM Analysis dashboard will contain 5 pages
Home
RFM Analysis Home
RFM Analysis Home
Get a Home Page for your RFM Analysis dashboard
Sales Advanced Analytics
RFM Analysis (Recency-Frequency-Monetary)
RFM Analysis (Recency-Frequency-Monetary)
The RFM Analysis creates an actionable segmentation of your customer base: How is our customer base segmented? What are the recommended marketing actions to address each customer segment?
RFM Customer Base
RFM Customer Base
Overview of your customer base by RFM Segment: Which customers constitute each of our RFM segments?
RFM Segment Detail
RFM Segment Detail
Detailed analysis of each RFM Segment: Which customers belong to this RFM segment?
Behavioral Analytics
RFM Analysis Adhoc Analysis
RFM Analysis Adhoc Analysis
Perform simple ad-hoc analysis on your RFM Analysis data set: analyze any of your KPIs across any dimension (trends, distribution and pareto analysis)
Creating your RFM ANALYSIS dashboard Step-by-Step
You want to get a clear understanding on your RFM Analysis results? You want to build a Tableau dashboard to better understand your RFM Analysis data?
Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your RFM Analysis data in less than 5 minutes!
1st STEP: Create the initial Tableau workbook file
Create a Tableau workbook in which you map your RFM Analysis data (whether it comes from: ERP, database, Excel, CSV file...)
You must retrieve at least the following attributes (it is ok if the names don't match, and it is better to add additional attributes to analyze):
-
Date When the sales happened (Date used for time-series analysis)
-
Customer Name of the customer
-
Sales Amount Amount of the sale
2nd STEP: Upload your Tableau workbook file
On LinPack-for-Tableau.com, select 'create dashboard from template: RFM Analysis' and upload your Tableau workbook (note: your data is NOT uploaded).
72 Dashboard Templates
- Predefined (and customizable) KPIs
- Predefined DataViz
▶ Transverse Functions
.svg?0661)
.svg?0399)
.svg?0428)
▶ Specific to a Business Sector
▶ Specific to a Data Source
3rd STEP: Map your attributes
Map the attributes of your workbook on the attributes of the template.
Finally, click 'Confirm & Download'... and your RFM Analysis dashboard is already downloading :-)
Open the Tableau workbook file you received, it will automatically reconnect to your data sources.
Your RFM Analysis dashboard is now ready to be used or customized!
