RFM Customer Segmentation (PostgreSQL + PowerBI)

Description
Additional Information

Use RFM analysis to segment your customers based on their past purchasing behavior and tailor your marketing strategies to maximize engagement. Designed exclusively for PostgreSQL and PowerBI.

SKU	RFM-CSG-CRM-AUT-PG-PB-TEM
Slug	rfm-customer-segmentation-crm-pg-pb-template
Product Type	Templates
Category	Customer Segmentation
Tags	PowerBI
Audience	Managers, Senior Marketers, Emerging Marketers & Analysts, Senor BI Analysts, Agencies
Business Type	Repeat Retail, Subscription Based
Setup Time	10'
Setup Difficulty	2 \| Minor technical knowledge needed — Run SQL Queries
Tech Used	CRM - PostgreSQL - PowerBI

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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.
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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.