Customer RFM Summary Dashboard

Below you'll observe how to access and review your Customer RFM Summary Dashboard...

1. At the top of the homepage, you'll observe the navigation tabs
2. Select Category: Contacts
3. Select Subcategory: Customers
4. Select Subcategory: RFM Summary

This Summarises:

1. The recency, frequency and monetary value of your customers.
2. Results are categorised by total customers and total average spend by a customer within a set period.

Below the Customer RFM Summary Dashboard…

You’ll observe:

1. Further insights into your customer data, outlining; total orders within a set timeframe, total customers, total spent, average spend and average no. of transactions.
2. Results are filtered by customer activity and subsequent value.