Key customer segments & insights dashboard

Use Case maturity:

Basic

What to expect:

get data insights

Use Case goal:

Insights

Use case description

Key customer segments & insights dashboard delivers high-level insights into core business metrics such as customer lifetime values, average customer value, and conversion rates. This data-rich dashboard covers everything from highlighting potential prospects to encouraging repeat purchases from your existing customers. It is a simplified yet comprehensive solution for all your data-driven decision-making needs.

Use case items

With this use case, you’ll get an:

• Key customer segments & insights dashboard

How to deploy the use case

After downloading the use case, follow these steps.

Meet the requirements

Check if the data in your project meets the requirements. The Use Case Center lists requirements for each use case during the deployment process.

Understand the use case logic

Go through the assets below and make the required adjustments. Find these assets in the Use Case Setup step.

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Warning

This utilizes several aspects of the RFM segmentation. However, the RFM segmentation itself is not directly part of this initiative.

Please download the RFM Segmentation in the Use Case Center first.

• Definition of Purchase event - Adjust the purchase definition in the segment to match the successful purchase tracking in your project.
• Customer Segmentation 1 - Check the consent in all segments to verify that it matches the newsletter consent in your project.
• Customer Segmentation 2 - Adjust the consent to match emailing/newsletter consent in the segment ‘Unconverted Subscribers.’
• RFM Segmentation - Map the segmentation to the RFM segments in your projects. Deploy the RFM segmentation from the Use Case Center if needed.
• RFM Report 1 - Map the RFM segmentation in your project to the rows in the Drill down section. Deploy the RFM segmentation from the Use Case Center if needed.
• RFM Report 2 - Map the RFM segmentation in your project to the rows in the Drill down section. Deploy the RFM segmentation from the Use Case Center if needed.

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Tip

Don’t forget to regularly check the results so you can optimize your campaigns for better performance.