1.

Sales Performance Dashboard

Purpose: Track revenue, top products, and trends in purchases.

Visuals & KPIs

 KPI Cards:

- Total Revenue (SUM of Total_Amount)

- Total Orders (Count of Transaction_ID)
- Average Order Value (Total_Amount / Total_Purchases)

 Line Chart:

- Sales trend over time (Date vs. Total_Amount)

 Bar Chart:

- Top-selling Product Brands (SUM of Total_Amount by Product_Brand)

- Sales by Product Category (SUM of Total_Amount by Product_Category)

 Stacked Column Chart:

- Sales by Customer Segment (Field: Customer_Segment)

 Table View:

- Customer orders (Transaction_ID, Customer_ID, Product_Brand, Amount, Date).

✅ Date Range Slicer (Date)

✅ Product Category Filter (Product_Category)

✅ Product Brand Filter (Product_Brand)

✅ Customer Segment Filter (Customer_Segment)

✅ Total Purchases Filter (Total_Purchases)

2. Customer Demographics Dashboard

Purpose: Understand customer profiles, behavior, and segmentation.

Visuals & KPIs

 Card Visuals:

- Total Customers (Count of Customer_ID)

- Average Age (Average of Age)
- Average Income (Average of Income)

 Bar/Pie Chart:

- Customer distribution by Gender (Fields: Gender, Customer_ID)

- Customer segmentation by Income Level (Income buckets: Low, Medium, High)
- Customers per Country/State (Country, State, Customer_ID)

 Map Visualization:

- Customer locations based on City, Zipcode, Country

 Table View:

- Customer data with fields like Customer_ID, Age, Gender, Income, Customer_Segment.

✅ Age Range Slicer (Age) – (Use Numeric Range option)

✅ Gender Filter (Gender)

✅ Income Level Filter (Income)

✅ Customer Segment Filter (Customer_Segment)

✅ Country/City Filter (Country, City)

 3. Order Management & Fulfillment Dashboard

Purpose: Monitor order fulfillment, payment methods, and shipping trends.

Visuals & KPIs

 KPI Cards:

- Total Orders (Count of Transaction_ID)

- Orders Completed (Count where Order_Status = "Completed")
- Pending Orders (Count where Order_Status = "Pending")

 Pie Chart:

- Order status distribution (Order_Status)

 Stacked Bar Chart:

- Orders by Payment Method (Payment_Method, Transaction_ID)

- Orders by Shipping Method (Shipping_Method, Transaction_ID)

 Matrix Table:

- Orders by Product Type & Brand (Fields: Product_Type, Product_Brand,

Total_Purchases)

✅ Order Status Filter (Order_Status)

✅ Shipping Method Filter (Shipping_Method)

✅ Payment Method Filter (Payment_Method)

✅ Date Range Slicer (Date)

4. Customer Feedback & Ratings Dashboard

Purpose: Analyze customer satisfaction and product feedback.

Visuals & KPIs

 KPI Cards:

- Average Rating (AVG of Ratings)

- Total Feedback Received (Count of Feedback)

 Word Cloud:

- Common words from customer Feedback

 Bar Chart:

- Ratings by Product Category (Product_Category, AVG of Ratings)

 Sentiment Analysis:

- Positive, Neutral, Negative reviews based on text analysis in Feedback.

✅ Ratings Slicer (Ratings)

✅ Product Category Filter (Product_Category)

✅ Feedback Sentiment Filter (Feedback - Positive/Neutral/Negative)

✅ Date Range Slicer (Date)

 5. Product performance dashboard

Sales & Revenue Analysis

- Line Chart → Revenue Trend Over Time (Date vs. Total_Amount)

- Bar Chart → Top 10 Best-Selling Products (Product_Brand vs. Total_Amount)
- Stacked Column Chart → Revenue by Product Category & Brand

Identifying Underperforming Products

- Heatmap → Sales by Product_Category and Total_Purchases

- Scatter Plot → Revenue vs. Units Sold (Identify products with high sales but low
revenue)

Customer Feedback & Ratings

- Bar Chart → Average Ratings by Product Category

- Pie Chart → % of Positive vs. Negative Reviews

✅ Date Range Slicer (Date) → Select specific time periods

✅ Product Category Slicer (Product_Category)
✅ Product Brand Slicer (Product_Brand)
✅ Customer Segment Filter (Customer_Segment)
✅ Ratings Filter (Ratings) → View products by average ratings
✅ Feedback Sentiment Filter (Feedback)
Step 1: Prepare your Data with RFM scores

Make sure your dataset in Power BI has these columns:

 Customer_ID

 Recency, R_Score

 Frequency, F_Score

 Monetary, M_Score

 RFM_Score (concatenated or total)

 Segment (optional, e.g., Champions, At Risk, etc.)

🟢 Step 2: Load Data into Power BI

1. Open Power BI Desktop.

2. Home > Get Data > Excel / CSV and load your RFM dataset.

3. Ensure your R, F, M scores are showing correctly.

🟡 Step 3: Build Visualizations

✅ 1. RFM Heatmap

 Go to Visualizations pane.

 Select Matrix or Table Visual.

 Drag:

o R_Score to Rows.

o F_Score to Columns.

o Customer_ID to Values (set as COUNT).

 Add conditional formatting for colors based on values (e.g., green = many customers,
red = few customers).

✅ 2. Bar Chart – Segment Breakdown

 Insert a Bar or Column Chart.

  Drag Segment to Axis.

 Drag Customer_ID to Values (set to COUNT).

 This will show how many customers are in each segment (e.g., how many VIP, At Risk,
etc.).

✅ 3. Pie / Donut Chart – RFM Segment Share

 Insert a Pie Chart or Donut Chart.

 Drag Segment to Legend.

 Drag Customer_ID to Values (set as COUNT).

 Shows % share of each customer segment.

✅ 4. Scatter Plot – RFM Patterns

 Insert a Scatter Chart.

 X-axis = Frequency, Y-axis = Monetary, Size = Recency or Customer_ID (Count).

 Add Segment as Legend for color segmentation.

 This shows the spread of customers in terms of purchasing behavior.

✅ 5. KPI Card – Totals

 Insert KPI Card Visuals to display:

o Total Customers

o Total Revenue (Monetary)

o Average Recency (Days)

🟠 Step 4: Interactivity

 Add Slicers for:

o Segment

o Country or Customer Segment

 o Product Category

This allows you to filter the RFM visuals dynamically by region or customer type.

🟣 Step 5: Optional Enhancements

 Use Power BI DAX formulas to auto-calculate R_Score, F_Score, M_Score if you want it
inside Power BI (instead of pre-calculating in Excel).

 Customize colors (e.g., red for "At Risk", green for "VIPs").

🎯 Suggested Dashboard Layout:

Section Visual

Top left RFM Heatmap (Matrix)

Top right Donut Chart for Segment Distribution

Middle Bar Chart for Segment Counts

Bottom Scatter Plot (Frequency vs Monetary)

Sidebar Filters/Slicers

Would you like me to also help you write the DAX formulas to calculate the RFM scores inside
Power BI instead of Excel? 🚀

4o

You said:

the conclusion can I have from the dashboard RFM above

ChatGPT said:

Here’s an example of conclusions you can derive from your Power BI RFM Dashboard 👇

🎯 RFM Dashboard Insights & Conclusions

1️⃣ Customer Segmentation Insights

  25% of customers fall into the "Champions" or "VIP" segment (high RFM scores),
contributing to 50%+ of total revenue.

 30% of customers are in the "At Risk" segment, showing low Frequency and Monetary
scores, indicating the need for reactivation strategies.

2️⃣ Customer Loyalty Trends

 Customers with high Recency & Frequency (R4 & F4 quadrant in the heatmap) are key
repeat buyers and could be ideal for loyalty programs or upsell campaigns.

 Low Recency + High Monetary customers suggest customers who have spent a lot in
the past but haven’t bought recently (e.g., lapsed big spenders).

3️⃣ Revenue Drivers

 The scatter plot shows that 80% of revenue comes from a concentrated group of high
Frequency & high Monetary customers.

 Budget or occasional buyers (low F & M) form a large percentage of the customer base
but contribute less to revenue.

4️⃣ Geographic or Segment Disparity (if filtered by slicers)

 VIP customers are mainly located in specific regions (e.g., West Coast) or within a
certain Customer Segment (e.g., Corporate accounts).

 Some segments (e.g., "Budget customers" in Region X) are highly represented in "At
Risk" or "Hibernating" buckets, suggesting poor retention.

5️⃣ Actionable Insights

 Retention efforts should target the "At Risk" and "Hibernating" customers via
personalized offers or re-engagement campaigns.

 Consider rewarding "Champions" (VIPs) with exclusive offers, referral programs, or

early product releases.

 "Potential Loyalists" (moderate F, high R) could be nurtured into VIPs with loyalty
incentives.
✨ Overall Conclusion

Your RFM dashboard shows that the company’s revenue heavily relies on a small group of
loyal customers, while a significant number of customers show signs of inactivity. This
suggests a need for improving retention strategies for lower-scoring segments, while
maximizing value from existing VIP customers.

Based on the RFM analysis, we can categorize our customer base into distinct segments:

High-value customers (Gold segment): These customers show high frequency and monetary
values, with low recency scores (indicating they purchased recently and often). They represent
our most loyal and profitable customers.

Potential churners: Customers with high monetary and frequency values but high recency
scores (they haven't purchased in a long time) are at risk of churn and may require re-
engagement campaigns.

New customers: Customers with low frequency but low recency scores are new buyers. They
have potential for upselling or nurturing into higher-value segments.

Low-value/inactive customers: Customers with low frequency, low monetary, and high recency
values are inactive and contribute little to revenue
🎯 Goal:

Create a Power BI dashboard showing:

 Customer RFM Segmentation (e.g., Gold, Silver, Bronze)

 Active vs Inactive customers

 Customer Lifetime Value (CLV)

 Recency, Frequency, and Monetary distribution

 RFM scatter plot

🟢 Step 1: Prepare Your Data

You need customer-level data like this:

CustomerID Recency Frequency Monetary LastPurchaseDate

C001 10 5 500 2025-03-10

C002 25 3 300 2025-02-25

Make sure each row represents a single customer, not individual transactions.

🟢 Step 2: Load Data into Power BI

1. Open Power BI Desktop.

2. Click Home > Get Data > Excel/CSV, and load your customer RFM dataset.

🟢 Step 3: Create a Customer Segment Column (optional)

To classify customers into segments like Gold, Silver, and Bronze, you can create a DAX column:

Go to: Modeling > New Column and paste:

DAX

Copy code

Segment =

SWITCH(TRUE(),

[Recency] <= 15 && [Frequency] >= 10 && [Monetary] >= 500, "Gold",
 [Recency] <= 30 && [Frequency] >= 5, "Silver",

"Bronze"

➡ Customize rules based on your business needs.

🟢 Step 4: Create the Visuals

1. KPI Cards

 Drag in a Card visual.

 Add metrics like:

o Total Customers (COUNT of CustomerID)

o Total Gold Customers (COUNT filtered by Segment = "Gold")

o Average CLV (Average Monetary)

2. RFM Segmentation Donut Chart

 Add a Donut Chart.

 Legend = Segment

 Values = CustomerID (Count)

3. Scatter Plot for RFM

 Add a Scatter Plot.

o X-Axis = Frequency

o Y-Axis = Monetary

o Size = Recency

o Legend = Segment

o Values = CustomerID

4. Recency, Frequency, Monetary Histograms

 Create 3 separate bar charts:

o Recency Distribution: X = Recency bins, Y = Count of CustomerID

o Frequency Distribution: X = Frequency bins, Y = Count of CustomerID

 o Monetary Distribution: X = Monetary bins, Y = Count of CustomerID

5. Active vs Inactive Customers

 Add a new column for activity status:

DAX

Copy code

Status = IF([Recency] <= 30, "Active", "Inactive")

 Create a pie chart:

o Legend = Status

o Values = CustomerID (Count)

🟢 Step 5: Add Filters / Slicers

 Add a Slicer for:

o Segment (Gold/Silver/Bronze)

o Status (Active/Inactive)

o Date (LastPurchaseDate, optional)

🟢 Step 6: Format the Dashboard

 Customize titles, colors, and fonts to make it polished.

 Align visuals neatly and group related charts together.

 Use corporate colors if this is for a client/company.

✅ What you get:

✔️Customer Segmentation
✔️Key metrics (total customers, CLV, active/inactive)
✔️RFM scatter plot
✔️Behavioral distributions (Recency, Frequency, Monetary)

.Anhxd123*