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RFM Customer Segmentation (Google Sheets + Looker Studio)

  • (1)   2 purchases

€199   €299

Use RFM analysis to segment your customers based on their past purchasing behavior and tailor your marketing strategies to maximize engagement. Designed exclusively for Google Sheets and Looker Studio.
Authored by
Setup10'
  • 1
  • No technical knowledge needed — Use the Browser or Spreadsheets
    Tech used
    /images/products/source/crm.svg /images/products/source/gsheets.svg /images/products/source/looker-studio.svg
    ( +JustSQL Builder support)

    By proceeding with your purchase, you acknowledge that you have read and agree to our Template License Agreement.

    • One-Time payment
    • No access to your data

    Overview

    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.

    🡒 RFM Customer Segmentation (Google Sheets + Looker Studio) does not support RFM Historical Charts (RFM Movements, RFM Componets by Month) - Look at chart indications in the Real-World Demo.

    What you'll get

    Own an Advanced Google Sheets

    For this professional-grade analysis, you will gain access to a copy of an advanced Google Sheets specifically designed for data preprocessing. By inputting or pasting your data into this spreadsheet, it will automatically use specific formulas to prepare your data for analysis. This method requires no prior experience with complex formulas and ensures that your data remains private, accessible only to you.

    Own the Dashboard
    1. RFM Overview
    • Get an Overview for RFM Segments characteristics and understand Customer behavior.
    2. RFM Cohorts
    • Inspect RFM Segments per Cohort Month - User Acquisition Month.
    3. Recency Analysis (Days Since Last Transaction)
    • Analyze the Recency Component.
    4. Frequency Analysis (Total Transactions)
    • Analyze the Frequency Component.
    5. Monetary Analysis (Total Net Revenue)
    • Analyze the Monetary Component.
    6. Recommendations
    • Get recommended strategies per Customer.


    🡒 You gain access to our resources such as Template Google Sheet and 1click report generator for 7 days from the date of purchase, subject to fair use as outlined in the Templates License Agreement.

    Requirements

    No Requirements.

    SKU RFM-CSG-CRM-AUT-BQ-LS-TEM
    Slug rfm-customer-segmentation-crm-gs-ls-template
    Product Type Templates
    Category Customer Segmentation
    Tags Looker Studio, RFM, Customer Segmentation
    Audience Managers, Senior Marketers, Emerging Marketers & Analysts, Senor BI Analysts, Agencies
    Business Type Repeat Retail, Subscription Based
    Setup Time 10'
    Setup Difficulty 1 | No technical knowledge needed — Use the Browser or Spreadsheets
    Tech Used CRM - Google Spreadsheets - Looker Studio

    How to Use

    Video Thumbnail

    This guide provides instructions on how to perform professional-grade RFM Customer Segmentation analysis in Looker Studio and Google Sheets.

    Step 1 : Get your data ready

    To generate your report, you will first need to prepare your data. For this purpose, you should make a copy of an advanced Google Sheets into which you can input or paste your data. No prior knowledge with Google Sheets is required.

    A. Visit and make a copy of the advanced Google Sheets,by clicking Visit & Copy GSheets button.

    B. Input your Data. For detailed instructions on how to do this, refer to the Help tab. There, you'll find step-by-step guidance to assist you in the process.

    Note 1 : This method has been tested using 300,000 transactions and is functional. For more details, refer to the Help tab.

    Step 2 : Generate your Report

    To automatically create your own copy of the report in 1-click, follow the steps below.

    A. After you have populated your copy of the Google Sheets, with your data click on the tab Users RFM (DO NOT TOUCH) and copy the URL. Paste the URL bellow click the Generate report button.

    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.

    Step 3 : Keep your Report up-to-date

    When you update your copy of Google Sheets, report will automatically update!

    Note 1 : You only have access to the copy of the report.
    Note 2 : We do not have access to your data.

    Reviews

    Chief Executive Officer (CEO)
    Kosmoride

    Excellent work and great support! Implementation was very easy. I simply asked my team for a spreadsheet with the orders, and within the next 5 minutes, I had a sophisticated analysis of Customer Segmentation that would normally take weeks. This will greatly help us with our customer engagement strategies.

    Frequently Asked Questions

    Find most common questions from our users. If you can't find yours, contact us!

    Buying a template saves you the time, effort, and know-how needed to perform a professional-grade analysis and automate via a dashboard. Our Templates are created by talented professionals with years of experience. So you can think of buying a Template as an investment in quality, efficiency, and expertise.

    Additionally, when you buy a Template you also support our effort to continue updating our Tutorials, whose main purpose is to democratize knowledge on various data subjects, by making it freely accessible to everyone.
    Learn more.

    We are constantly working to improve our existing Tutorials and Templates, and to add new ones on various topics. To see what's currently available, check our Curriculum.

    We have categorized our templates into four groups based on the setup difficulty. Below is the breakdown:

    1 (Green) - Setup Difficulty: No technical knowledge
    Skills : No technical knowledge needed — Use the Browser or Spreadsheets
    Description: 1-click setup for Services that are supported as native connections. For example, connect Google services like Google Ads, Google Search Console, and Google Analytics 4 to Looker Studio with a single click or connect a Google Spreadsheet with your data.

    2 (Blue) - Setup Difficulty: Minor technical knowledge
    Skills : Minor technical knowledge needed — Run SQL Queries
    Description: Utilize JustSQL Builder for more complex query generation for Bigquery or PostgreSQL, then establish a native connection with the database. Suitable for backend data or data from ELT services like Airbyte, Fivetran, or Stitch Data.

    3 (Orange) - Setup Difficulty: Moderate technical knowledge
    Skills: Moderate technical knowledge needed — Run Python Scripts & SQL Queries
    Description: Run Python code to generate data and save them in BigQuery or PostgreSQL, then establish a native connection with the database.

    ***Several cases will support more than 1 method.

    After connecting your data, there are additional steps to follow in order to configure your Template for your specific case.

    Everything is well-documented and easy to follow with the help of our step-by-step guides.

    Absolutely, once purchased, you can personalize your Template. You can modify everything including design, layout, charts, and data sources to fully meet your business needs.

    No, after you purchase a Template, only you will have access to it.

    No, as once you gain access to a Template, it can be easily copied. In this way, offering a free trial or a refund becomes quite challenging since we can't ensure that the product has not been used. For that reason, we provide a live demo as well as detailed video of the final product so you can know exactly what you're purchasing.

    No, you can create multiple copies of a Template within your organization. For more information please read our Template Licence Agreement.

    Redistribution, resale, or sublicensing of the Template is only allowed with explicit consent from JustDataPlease. For more information please read our Template Licence Agreement.

    Upon purchasing a Template, you will be directed to a unique URL where you'll find a detailed, step-by-step guide to help you obtain and set up your Template easily. Since your are not required to register, you can revisit this URL at any time. Additionally, our committed support team remains at your service to address any questions or concerns you may have after your purchase.

    Yes, payment is secure. We process payments through Stripe, and we don't store any credit card details on our website.

    We process payments through Stripe. They accept PayPal, Debit, Visa, Mastercard, and American Express.

    JustSQL Builder is an advanced SQL Builder designed to simplify the creation of complex queries. For example, to prepare your data for RFM segmentation and cohort analysis, simply adjust the schema (modify fields and tables based on your database setup) and then click 'Generate' to generate the final SQL statement. You can access JustSQL Builder after you purchase a Template.

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