Customer Segmentation RFM Analysis Odoo App helps you to boost revenue by enabling users to strategically target specific customer groups. Using the Recency, Frequency, and Monetary Framework, users can set customizable range values for RFM and conduct in-depth customer segmentation to analyze sales trends. This Odoo app allows users to generate RFM reports for specific customers within any desired date range, providing valuable insights into customer behavior. Additionally, users can access RFM history for accurate surveys and visualize this data through dynamic options such as Pivot Tables, Pie Charts, Bar Charts, Line Charts, Cumulative displays, as well as Ascending and Descending graphs in the Graph view.

RFM Analysis Menu

Goto Sales -> Reporting -> RFM Analysis menu, When user click on 'RFM Analysis' menu one wizard will be open.

RFM Analysis Wizard

In RFM analysis wizard, User can set start date and end date for analysis.

If user want to analysis selected customers only then select customers and click on 'VIEW ANALYSIS' button.

RFM Analysis for Selected Customers

User can see RFM analysis for selected customers only.

RFM Analysis Wizard

If user want to analysis all customers then set only start date and end date then click on 'VIEW ANALYSIS' button.

RFM Analysis for All Customers

User can see RFM analysis for all customers.

RFM History

Goto Sales -> Reporting -> RFM History menu, User can see RFM history with group by customer according to segment.