RFM Analysis
The purpose of an RFM (Recency, Frequency, Monetary) analysis in Excel is to segment customers based on their purchasing behavior, identifying high-value and at-risk customers for targeted marketing. By calculating how recently a customer made a purchase (Recency), how often they make purchases (Frequency), and how much they spend (Monetary Value), businesses can rank customers and assign scores that reveal patterns in customer loyalty and value. Excel makes it easy to calculate, sort, and visualize these metrics using formulas and filters, enabling data-driven decisions that improve retention, increase sales, and optimize marketing efforts.
Pivot Table & Macros
In this video, I use macros to build slicers to help narrow down specific information in the pivot table. I can reorganize the pivot table and reprogram the macros to fit your particular needs, not just for this spreadsheet, but for any others that require a pivot table or macros.