Purchasing Customers by RFM Segment Dashboard

Below you'll observe how to access and review your Purchasing Customers by RFM Segment 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
  5. Scroll down to the Purchasing Customers by RFM Segment Dashboard
    Screenshot 2021-12-10 at 13.02.48

  Screenshot 2021-12-10 at 13.02.56

 

You’ll observe:

  1. A detailed insight into purchasing customers by recency, frequency and monetary segment.
  2. Results are filtered by total customers, total spent, average spent, total transactions, average transactions and percentage of total customers.
  3. A user persona summary is also provided, detailing the average customer gender.
  4. A chart that shows a visual breakdown of the proportion of customers in each segment.

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Below the Purchasing Customer by RFM Segment Dashboard...

You’ll observe:

  1. A detailed list of each customer, including; their name, email, location, last purchase date, last purchase amount and total spent.

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Refer to the Customer Clickthrough Article within Orders for more information regarding customer access and insights.