Free RFM Analysis and Customer Segmentation for Direct Marketing Companies

PROFIT REVIEW

Profit Review

The Profit Review is an easy and quick way to check how much Profit you have made in the last six weeks by customer segment. The Profit Review uses RFM Analysis to rank your customers retroactively as of six weeks ago, and groups them by N-tile. It then looks at your sales transactions for the past six weeks, and uses them to calculate what your Orders and Gross Sales have been.

The Profit Review is no substitute for a detailed P/L Report. But it is invaluable in helping you to see where your Profits are coming from. Most importantly, you can use the Profit Review to see where your Breakeven Point was. If the Profit Review has been accurate in segmenting customers by profit for the last six weeks, the the Profit Projection will be accurate in segmenting customers by profit for the next six weeks.

Enter your own cost variables
Fulfillment	$	per Order	Marketing	$	per Cust
Returns		% of Gross	COGS		% of Net
Sales/Service		% of Gross	Overhead		% of Gross
N-tile

You can enter your own cost variables to calculate what your Profit was for the last six weeks.

PROFIT REVIEW USING RETROACTIVE RFM ANALYSIS (DEMO)
Retroactive Analysis as of Six Weeks Ago							Actual Results for Last Six Weeks
N-tile	Customer Count	Recency	Frequency	Monetary	Tenure	LTV	Orders	Response Rate	Gross Sales	AOV	Profit	Profit /Cust
100	9,798	126	4.27	$2,407	1.19	$494	2,218	22.63%	$800,875	$361	$240,170	$24.51
50	9,797	555	1.43	$376	1.70	($215)	277	2.82%	$81,095	$293	($63,752)	($6.51)
Total	19,595	340	2.85	$1,392	1.44	$139	2,495	12.73%	$881,970	$353	$176,419	$9.00

The Profit Review uses the R·F·M algorithm for ranking customers.

PROFIT REVIEW

Enter your own cost variables

PROFIT REVIEW USING RETROACTIVE RFM ANALYSIS (DEMO)

PROFIT REVIEW USING RETROACTIVE RFM ANALYSIS
(DEMO)