RFM Segmentation
Hosted Excel workbook for scoring customers on recency, frequency, and monetary value.
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RFM Segmentation
Score customers on Recency, Frequency, and Monetary value, then assign them to named segments that support retention, reactivation, and growth actions.
Key Inputs
- Recency score
- Frequency score
- Monetary score
Notes
Segment assignment is formula-driven and can be adapted if your business uses a different scoring logic. The workbook is useful for classroom segmentation exercises and quick practical customer-priority discussions.
In the browser
The RFM Segmentation Tool runs the same scoring in the browser on pasted transactions, with a segment grid and a scored CSV to download. It is one of 32 free tools in the Marketing Toolkit Hub.