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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Segments Page

The segment page represents the different segments that you have in the RFM-Model.

Segment pages can look different depending on what industry you're in. If you're trying to find out what a specific segment term means, the navigator on the right side of this page should help you find it quickly.

Name of Segment

The name of the segments are based on the RFM-Model:

  • Champion ♥︎

  • Loyalist ☻

  • Potential Loyalist [☺︎]

  • New ⊕

  • Need Attention ‼

  • At Risk ☹︎

  • Hibernating ☾

  • Lost ⊖

Take a look at the page about the RFM-Model if you want to know more!

Size

The size equals the amount of active customers that are currently in that segment

These numbers will change when a customers status has changed and they move to a different segment.

Average Health Score

We calculate an average health score using several factors, which can be different from company to company. These scores help us predict which customers might churn and identify the reasons why.

If you want to know more about the AHS take a look at the Home dashboard page.

Total ARR

The Average Rate of Return (ARR) measure the predicted yearly revenue your company could earn from its subscriptions or orders. To explain it a little easier, it's the money you can expect to make each year from your existing customers.

Contacts

Contacts is same as size, it displays the amount of active customers that are currently in that segment.

Just like the size column these numbers will change when a customers status has changed and they move to a different segment.

AOF/ADF

AOF: The average number of orders per customer over a time period.

ADF: The average number of donations per donor over a time period.

AOV/ADV

AOV: The average amount of money spent per order.

ADV: The average amount of money that was donated per donation.

ACV

The Average Customer Value is the average revenue value that each customer brings to your company.

Total Value

The total value is the total amount of money that was spend by customers in that segment.

Creating a Segment

1

Adding a segment

Click on create segment

2

Fill out information

The only required line to fill out is name the rest is optional

  • Name*

  • Segments

  • Engagement label

  • Day of week

  • Client type

  • User activity

  • Payment type

  • Invoice period

  • Product

  • Acquisition channel

  • Complaint reason

Export

You can export the data of your customers using the export button.

The export will be downloaden as a CVS file.

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