I will perform rfm customer segmentation and identify high value customers
Data Analyst for Dashboards RFM and Excel Automation
About this Gig
Turn customer transaction data into segments you can actually use.
I use RFM analysis to identify high-value, loyal, new, dormant and at-risk customers, then translate the results into practical actions for retention, targeting and growth.
THE ANALYSIS MAY INCLUDE
- RFM scores: Recency, Frequency and Monetary value
- Segment size and revenue contribution
- Top and high-value customers
- Dormant and at-risk customers
- Purchase frequency and average order value
- CLV and churn indicators when the data and package allow
WHAT YOU RECEIVE
- A cleaned customer analysis file
- A clear insights summary with every package
- A dashboard with Standard and Premium
- Campaign-ready segments and an action plan with Premium
DATA NEEDED
- Customer ID
- Transaction or order date
- Order value
Optional product, channel or location fields can add depth. I accept Excel or CSV exports from POS, CRM, e-commerce and ERP systems.
Ideal for retail, e-commerce, cafés, restaurants and hospitality. All shared data is used only for your analysis.
My Portfolio
FAQ
What data do you need?
Customer transaction data in Excel or CSV format. Typical fields include customer ID, purchase date, order value, and transaction history.
What is RFM analysis?
RFM stands for Recency, Frequency, and Monetary Value. It helps identify your most valuable customers and customers at risk of becoming inactive.
Can you work with Excel exports from POS or CRM systems?
Yes. I can work with exports from POS systems, CRM platforms, e-commerce stores, and ERP systems.
Will I receive marketing recommendations?
Yes. Every analysis includes actionable recommendations based on customer behavior patterns.
Is my data confidential?
Absolutely. All shared data remains private and is used only for the requested analysis.

