Home > Excel Business Solutions > Operations and Management > Sales and Marketing > RFM Analysis Template Share

RFM Analysis Template

Excel rfm analysis template for sales and marketing


Excel RFM Analysis Template

Rate this solution:
(3.5/5 from 2 votes)
RFM Analysis Template screenshot
The Excel RFM analysis template is an automated Excel dashboard for analyzing, frequency and monetary metrics (RFM) of customer source data. The template analysis converts the data into RFM groups which allows segmentation for ranking based on RFM scores.

The source customer data takes the form of name, purchase date, number of purchases and order amount for each customer. The RFM analysis then automatically updates to new or changed data with filtering options to quickly isolate and analyze RFM groups, segments and customers.

RFM analysis is a well-known and powerful technique for marketing and sales decision making by understanding trends of customer behavior and identifying areas to improve sales growth through the targeting of specific segments. The quantification of sales channel metrics through the Excel RFM analysis template reveals the three value drivers:
  • Recency - when the last time customers purchased.
  • Frequency - how often customers purchase in each segment.
  • Monetary - how much customers typically spend in each group.

Get It

(Pricing is available on the next page)
(Updated on 2017-01-01)

Related Excel Solutions for RFM Analysis Template

Sales and Marketing TemplatesSales and Marketing  Product ProfitabilitySales and Marketing  Pricing Strategy AnalysisSales and Marketing  Customer Service AnalysisSales and Marketing  Brand Evaluation ScorecardSales and Marketing  Dashboard ReportingPresentation and Reporting  Dashboard TemplatesPresentation and Reporting  Sales Pipeline TemplateSales and Marketing  SEO Keyword AnalysisSales and Marketing

Share your thoughts and opinion with other users: Create Review

Browse Main Excel Solution Categories

Business Finance Financial Markets Operations Management Excel Productivity

Additional Excel business solutions are categorized as and the . Further solutions proposed for specific user requirements can be either found in the Excel Help Forum or proposed as a project to the Excel freelance community.