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v 18.0 Third Party 3
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Odoo Apps Dependencies Sales (sale_management)
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Invoicing (account)
Lines of code 308
Technical Name bi_rfm_analysis
LicenseOPL-1
Websitehttps://www.browseinfo.com/demo-request?app=bi_rfm_analysis&version=18&edition=Community
Versions 14.0 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 308
Technical Name bi_rfm_analysis
LicenseOPL-1
Websitehttps://www.browseinfo.com/demo-request?app=bi_rfm_analysis&version=18&edition=Community
Versions 14.0 15.0 16.0 17.0 18.0
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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.

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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

Go to 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

Go to 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

Go to 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


Version : 18.0.0.0
05 November 2024

Initial release of the app.


Can I Use this module with Odoo Online ?

This Odoo app can not be used with Odoo Online (SaaS).

Do I got free support when I buy an App ?

Yes, 60 Days Free Support Is provided with module in case any bug or issue with module.

Do I have to buy module for each version ?

Yes, Starting version 13.0, Every version of the module is sold separately.

How can I install the module I bought ?

You need to copy paste the module that is inside the zip file to your addons folder. If you are installing the module into an existing database, you need to enable the Technical Features to click on Apps > Update Modules List. Your new module will now appear in the list of modules that you can install.

The module I bought doesn't work, What should I do ?

Please raise your ticket to use on ticket@browseinfo.in We will back to you shortly.

Get Support, For Free!

60 Days Free Support


In case 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.

Have Any Question ?

+91-6351620270

Write Email

Sales : sales@browseinfo.in
Support : ticket@browseinfo.in


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