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RFM Analytics Template

Group customers by recency, frequency, and monetary value — then build a promotion strategy per segment.

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RFM (Recency, Frequency, Monetary) is one of the fastest ways to answer the question almost every business owner has: who are my best customers, and who is drifting away?

This template is a condensed version of the framework we use in client analytics projects. You fill in the transaction data; the template computes scores and groups customers into segments you can act on right away — not just numbers, but a list of “what to do with this segment”.

If you later want deeper analysis — combined with product, channel, or season data — that is the territory of our Business Dashboards.

Features

What you get

Automatic segmentation

Paste your transaction data — RFM scores and segment labels are computed automatically, no manual formulas.

8 ready-to-act segments

From Champions to Hibernating, each with a recommended marketing treatment.

Summary dashboard

A view of customer count and value per segment for weekly or monthly reporting.

Who it's for

  • Online store owners with a base of repeat buyers
  • Marketing managers building retention and promotion strategies
  • Analysts who need a fast RFM framework without building one from scratch

FAQ

Questions about RFM Analytics Template

What data does it need?

At minimum, a transaction list with dates, customer IDs, and transaction values. A sample format is included in the template.

Can I use Shopee or TikTok Shop data?

Yes — as long as your sales data can be exported into a table. An export guide is included.

Ready to see what's actually happening in your business?

Tell us the challenge. We'll come back with a recommended approach and a cost estimate — free, no obligation.

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