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