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.

Preview of the RFM Segmentation workbook

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.