RFM Strategic Marketing Analysis
by BROWSEINFO https://www.browseinfo.com/demo-request?app=bi_rfm_analysis&version=18&edition=Community$ 78.27
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 318 |
| Technical Name |
bi_rfm_analysis |
| License | OPL-1 |
| Website | https://www.browseinfo.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 |
RFM Analysis Report Odoo Apps
RFM Customer Segment Odoo Apps
RFM Analysis Marketing Technique Odoo Apps
RFM - Recency, Frequency, and Monetary Report Odoo Apps
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.
Features
Set RFM Range Values
User can set range values for recency, frequency and monetary.
Set Customer Segmentation
User can set customer segmentation with segment, define ranking parameters and description.
Generate RFM Analysis Report Between Date Range
User can generate RFM analysis report between start and end date.
Generate RFM Analysis Report for Specific Customers
User can generate RFM analysis report for specific customers and all customers.
Generate RFM History
User can generate RFM history for better analyze.
RFM History in Graph View
User can see RFM history in Pivot Table ,Pie Chart, Bar Chart, Line Chart, Cumulative, descending, ascending in Graph view.Sales Configuration for RFM
Goto Sales -> Configuration -> RFM menu to configure RFM values.
R (Recency): Gives the Last Day Of Purchase.
F (Frequency): Shows the Total Number Of Purchase.
M (Monetization): Gives the Total Amount Of Sales.
Set Recency Values
User can set range values for recency(Last Day Of Purchase) analysis.
Set Frequency Values
User can set range values for frequency(Total Number Of Purchase) analysis.
Set Monetary Values
User can set range values for monetary(Total Amount Of Sales) analysis.
Set Customer Segmentation
User can set segment, define ranking parameters for recency, frequency and monetary with description.
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.
Pivot View of RFM History
Bar Chart of RFM History
Line Chart of RFM History
Cumulative Graph View of RFM History
Ascending Graph View of RFM History
Descending Graph View of RFM History
Pie Chart of RFM History
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Free Support
You will get 90 Days free support incase any bugs or issue (Except data recovery).
At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on support.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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