


RFM Analysis (Recency-Frequency-Monetary)
Date
Customer
Sales Amount
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
Sales Advanced Analytics
RFM Analysis (Recency-Frequency-Monetary)
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):
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).
74 Dashboard Templates
- Predefined (and customizable) KPIs
- Predefined DataViz
▶ Transverse Functions
▶ Specific to a Business Sector
▶ Specific to a Data Source
▶ TRIAL Templates
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!