RFM Segmentation Tool

Analyze customer behavior using Recency, Frequency, and Monetary scoring


Identify your most valuable customers, your at-risk ones, and your inactive ones in minutes. Download the template to get started, or upload your own CSV to begin.
or

Drop your CSV file here or click to browse

Accepts .CSV files

What is RFM Analysis?

RFM Analysis is a customer segmentation technique based on three behavioral metrics. It uses the Simplified Approach: each metric is scored 1-5 via quintiles, then Frequency and Monetary are averaged into an FM Score, which is combined with the Recency score to assign each customer to one of 12 segments.

R - Recency

How recently a customer made a purchase. Measured in days since last order. Lower is better (score 5).

F - Frequency

How often a customer purchases. Measured by total number of orders. Higher is better (score 5).

M - Monetary

How much a customer spends. Measured by total lifetime spend. Higher is better (score 5).

View all 12 segment definitions
SegmentR ScoreFM ScoreDescription

File Requirements

Upload a CSV file with the following columns (column names are matched flexibly):

customer_id
Unique Identifier
name
Customer Name
email
Email Address
last_purchase_date
Date of Last Order
phone
Phone Number
num_purchases
Total Order Count
total_spend
Lifetime Spend Amount
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