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Customer 360 Analytics & RFM Segmentation Tool | Advanced Excel Dashboard
Customer analytics dashboard using RFM (Recency, Frequency, Monetary) segmentation. Identifies High-Value, Loyal, At-Risk, and New customers. Includes interactive KPIs, segment distribution chart, monthly sales trends, regional performance, and actionable business insights for retention and upselling strategies.
RFM segmentation in Excel is seriously underrated — most businesses don't realize how much insight is sitting in their existing data. The donut chart for segment distribution is a great visual touch. Have you found that clients are more drawn to the RFM model or simple revenue dashboards when you first approach them?
Thank you for your thoughtful feedback!
In my experience, clients are usually more drawn to simple revenue dashboards at first because they are straightforward to understand. However, once I explain the value of RFM segmentation, they find it very insightful for customer...
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