I will perform customer segmentation using rfm analysis


About this gig
I will create a professional RFM Customer Segmentation Power BI dashboard to help you understand customer behavior, identify high-value customers, and improve retention strategies. This dashboard provides clear insights into Recency, Frequency, and Monetary metrics, allowing businesses to make data-driven decisions and optimize marketing performance.
The dashboard includes interactive visuals showing customer segments such as Champions, Loyal Customers, At Risk, Potential Loyalists, and Lost Customers. You will be able to analyze customer distribution, revenue contribution by segment, and key trends through dynamic filters and drill-downs.
I focus on clean data modeling, accurate DAX calculations, and user-friendly design to ensure stakeholders can easily explore insights. This solution is ideal for e-commerce, retail, subscription businesses, and marketing teams looking to improve customer lifetime value and targeting strategies.
You will receive a fully interactive Power BI report with clear KPIs, segmentation visuals, and actionable insights that support smarter business decisions.
Get to know Ivy S
Data Engineer, Power BI, Data Analyst, Dashboard and Business Insights Expert
- FromIndia
- Member sinceJan 2026
Languages
English
My Portfolio
FAQ
What is RFM Customer Segmentation?
RFM stands for Recency, Frequency, and Monetary analysis. It helps businesses identify valuable customers, understand purchasing behavior, and create targeted marketing strategies to improve retention and revenue.
What data do you need to start the project?
I typically need a dataset containing Customer ID, Transaction Date, Order ID, and Sales/Revenue amount. If your data is messy, I can help clean and structure it.
Can you customize the dashboard based on my business needs?
Yes! I will tailor the dashboard KPIs, visuals, and segmentation rules according to your industry, goals, and reporting requirements.
Can you explain the insights after delivery?
Yes, I can provide a walkthrough or documentation to help you understand the dashboard and how to use it effectively.
What tools do you use?
I use Power BI, DAX, Power Query, and best data modeling practices to ensure accurate and dynamic reporting.
Can you connect live data sources?
Yes, I can connect to Excel, CSV, SQL databases, or other supported sources depending on your package.

