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Templates > Sales > Customer Segmentation > RFM Analysis

RFM Analysis
Create a segmentation of your customer base using the RFM Analysis: Recency-Frequency-Monetary
Overview
Required Attributes
KPIs
Data Visualizations
Step-by-Step
dashboard template for tableau on Sales Customer Segmentation RFM Analysis cockpit
3 required attributes
  • dateDate
  • stringCustomer
  • numericSales Amount
2 KPIs
5 dashboard pages

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
    Date When the sales happened (Date used for time-series analysis)
  • string
    Customer Name of the customer
  • numeric
    Sales Amount Amount of the sale

KPIs

Your RFM ANALYSIS dashboard will contain 2 KPIs

Dashboard Pages & Data Visualizations

Your RFM Analysis dashboard will contain 5 pages

Home

RFM Analysis Home

RFM Analysis Home
RFM Analysis HomeRFM Analysis Home
Get a Home Page for your RFM Analysis dashboard

Sales Advanced Analytics

RFM Analysis (Recency-Frequency-Monetary)

RFM Analysis (Recency-Frequency-Monetary)
RFM Analysis (Recency-Frequency-Monetary)RFM Analysis (Recency-Frequency-Monetary)
The RFM Analysis creates an actionable segmentation of your customer base

RFM Customer Base

RFM Customer Base
RFM Customer BaseRFM Customer Base
Overview of your customer base by RFM Segment

RFM Segment Detail

RFM Segment Detail
RFM Segment DetailRFM Segment Detail
Detailed analysis of each RFM Segment

Behavioral Analytics

RFM Analysis Adhoc Analysis

RFM Analysis Adhoc Analysis
RFM Analysis Adhoc AnalysisRFM Analysis Adhoc Analysis
Perform simple ad-hoc analysis on your RFM Analysis data set: analyze any of your KPIs across any dimension

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!

RFM Analysis dashboard Live Demo

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
    Date When the sales happened (Date used for time-series analysis)
  • string
    Customer Name of the customer
  • numeric
    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).

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!


Create RFM Analysis dashboard

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