Phoenix - Your AI AssistantCustomer Segmentation & Revenue Analysis (RFM, Churn, Pareto)
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2 days
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What you get with this Offer
This is a deep, structured customer analysis, built from raw transactional data, designed to help you understand how your customer base actually behaves, where your revenue truly comes from, and where risk and opportunity coexist.
It is an analysis package that combines customer segmentation, revenue concentration, and churn indicators into a clear, interpretable analytical narrative.
What Makes This Analysis Different
Most customer analyses stop at what happened.
This analysis goes further and explains what it means in your data.
Every visual is accompanied by:
• clear interpretation,
• dataset-specific explanation,
• and guidance on how to read and think about the result.
What Is Analyzed
The analysis starts from minimal raw data: OrderID, CustomerID, OrderDate, OrderValue. From this, it builds a multi-layered analytical view of your customer base:
Customer Structure (RFM Analysis)
• Recency, Frequency, Monetary value and RFM scores
• Distribution and balance of customer behavior
• Identification of structural patterns in purchasing activity
Segment-Level Insights
• Customer segments compared by value, frequency, retention, and stability
• Clear differentiation between high-value, stable, and volatile segments
• Insight into why certain segments matter more than others
Revenue Reality (Pareto & Concentration)
• How revenue is distributed across customers
• Identification of top contributors
• Clear visualization of revenue concentration and dependency
Risk & Inactivity Indicators
• Churn-related metrics derived from RFM and retention behavior
• Comparison of value and risk across churn states and segments
• Early warning signals rather than binary churn labels
Top-N Revenue Contribution (Interactive Insight)
• Selection of the top X% of customers
• Immediate visibility of:
o their share of total revenue (%),
o absolute revenue value,
o number of customers involved
• Dynamic Pareto visualization showing how revenue concentration changes with selection
This allows you to explore revenue dependency in a controlled, transparent way, instead of relying on static assumptions like “top 20%”.
What You Receive
• A complete Excel-based customer analysis package
• Multiple analysis tabs, each focused on a specific analytical question
• Clear titles, subtitles, and explanations throughout
Screenshots of all analysis tabs are provided so you know exactly what you are getting.
It is an analysis package that combines customer segmentation, revenue concentration, and churn indicators into a clear, interpretable analytical narrative.
What Makes This Analysis Different
Most customer analyses stop at what happened.
This analysis goes further and explains what it means in your data.
Every visual is accompanied by:
• clear interpretation,
• dataset-specific explanation,
• and guidance on how to read and think about the result.
What Is Analyzed
The analysis starts from minimal raw data: OrderID, CustomerID, OrderDate, OrderValue. From this, it builds a multi-layered analytical view of your customer base:
Customer Structure (RFM Analysis)
• Recency, Frequency, Monetary value and RFM scores
• Distribution and balance of customer behavior
• Identification of structural patterns in purchasing activity
Segment-Level Insights
• Customer segments compared by value, frequency, retention, and stability
• Clear differentiation between high-value, stable, and volatile segments
• Insight into why certain segments matter more than others
Revenue Reality (Pareto & Concentration)
• How revenue is distributed across customers
• Identification of top contributors
• Clear visualization of revenue concentration and dependency
Risk & Inactivity Indicators
• Churn-related metrics derived from RFM and retention behavior
• Comparison of value and risk across churn states and segments
• Early warning signals rather than binary churn labels
Top-N Revenue Contribution (Interactive Insight)
• Selection of the top X% of customers
• Immediate visibility of:
o their share of total revenue (%),
o absolute revenue value,
o number of customers involved
• Dynamic Pareto visualization showing how revenue concentration changes with selection
This allows you to explore revenue dependency in a controlled, transparent way, instead of relying on static assumptions like “top 20%”.
What You Receive
• A complete Excel-based customer analysis package
• Multiple analysis tabs, each focused on a specific analytical question
• Clear titles, subtitles, and explanations throughout
Screenshots of all analysis tabs are provided so you know exactly what you are getting.
What the Freelancer needs to start the work
Raw data containing Order ID, Customer ID, Order Date, Order Value.