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RFM Segmentation Analysis is a data-driven customer segmentation technique used by businesses to understand and categorize their customers based on their past purchasing behavior.
The primary objective of RFM analysis is to efficiently identify and target distinct customer segments for marketing campaigns, aiming to retain valuable customers, engage existing ones, and re-engage those who have left.
This technique relies on three important components: Recency (days since the last transaction), Frequency (total number of transactions), and Monetary Value (total amount spent).
This Template is designed exclusively for Google BigQuery and Looker Studio.
For this professional-grade level of analysis, you will need to preprocess your data. To accomplish this, you will have to create some views or tables in your BigQuery.
QueryBuilder generates complex queries for you easily by just mapping your database schema.
This way, you do not need any prior experience, and you ensure that access to your data is not shared with anyone but yourself.
Edit access to Google BigQuery Console for executing SQL statements.
|RFM, Customer Segmentation
|Repeat Retail, Subscription Based
|2 | Minor technical knowledge needed — Run SQL Queries
|CRM - Google BigQuery - Looker Studio
This guide provides instructions on how to perform professional-grade RFM Customer Segmentation analysis in Looker Studio, for data stored in Google BigQuery.
To generate your report, you will need to prepare your data by creating some views or tables in BigQuery.
No SQL knowledge is required—just access to BigQuery where your data is stored to run the SQL provided in Query Builder.
A. Open your Google BigQuery Console here.
B. Visit the Query Builder here (available upon puchase) and succesfully complete all the steps to prepare your data.
Note 1 : To generate SQL statements, you will need to provide your Dataset ID. Please make a note of it because you will need it in Step 2.
If you do not know how to find your Dataset ID, please read here.
Note 2 : We do not access your data.
To automatically create your own copy of the report in 1-click, follow the steps below.
A. Enter your BigQuery Dataset ID in the input box and click the
Generate report button, located at the end of this page.
B. After being redirected to the report, click the
Edit & Share button to review the data sources that are linked to the Report.
The button is located on the top navbar, on the right. If you do not see it, you will need to hover over the top navbar.
C. Finally click the
Acknowledge and Save button.
You have now generated your own copy of the report and is saved to your Looker Studio account. You have full access and control over it.
Note 1 : You only have access to the copy of the report.
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