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RFM analysis

Alteryx Certified Partner

Hi, I wanted to know the process for conducting RFM(Recency, Frequency & Monetary) analysis in Alteryx.

 

Kindly share the workflow or the process for conducting the analysis.

 

I have below three columns:-

 

Cutsomer ID | Date | Count of transactions | Amount

 

Please guide

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ACE Emeritus
ACE Emeritus

I'm not a guru at RFM, but I do know that tiling (segmenting) is pretty straightforward in Alteryx.  I've attached a workflow which:

  • Generates sample data according to your specifications (random 100,000 transactions for a random 1000 customers)
  • Does some aggregation
  • Generates segments for R, F, and M
  • Combines them to create a custom "rfmValue")

Hope that helps get you started.

Alteryx Certified Partner

Thanks John for sharing the workflow. Will go through the same..

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