You can access this feature by clicking on the Menu [Marketing \ RFM Customer Rating].
Tick the option “Activate the RFM calculator” to activate this service.
1/ Analysis period
This setting allows you to define the period during which you want to analyse orders.
You can select a period from 1-18 months long. We suggest you select a period adapted to your business.
2/ Criteria Importance
This section allows you to define the weight you want to give each criterion. Select the level of importance for each one then click [Save].
IMPORTANT: After the first activation, the rating calculation will be performed in under an hour.
Afterwards, if you modify these settings they will be updated in under 24 hours.
The calculation is based on order amounts excluding shipping fees. Requests for estimates are not taken into consideration.
Click on image to enlarge
3/ Levels calculated for the analysis period
Once the calculation is finished, you will have access to a table showing different levels calculated according to the buying behaviour of your customers during the analysis period.
With this table you can determine a customer’s rating for each criterion.
The values of the levels are independent of the importance you assigned to each criterion. The overall rating is then determined using the importance you accorded to the RFM criteria (as a calculation coefficient).