By Team Hypomnema · Data
Score recency, distinct orders and historical customer spend.
Use the guide alongside the working tool.
Open RFM Customer Segmentation →Explicit working sample
customer,order,date,product,amount
A,100,2026-01-01,Notebook,30
A,100,2026-01-01,Pen,10
B,101,2026-01-03,Notebook,25
A,102,2026-02-01,Pen,20
C,103,2026-02-02,Notebook,50
C,103,2026-02-02,Pen,15
B,104,2026-03-01,Pen,35Score recency, distinct orders and historical customer spend. Revenue is supplied historical line-item amounts, in one currency. Repeated lines in the same order sum; orders count distinctly per customer. Dates must be ISO calendar dates. Positive spend is required for concentration. RFM ties receive equal scores using midrank bands; no predictions or causal claims. Basket analysis deduplicates products per order and examines pairs, at most 100 products and 2,000 baskets.
Prepare the input
Score recency, distinct orders and historical customer spend.
CSV, TSV and arrays of scalar JSON objects are supported. Identifiers stay text. Empty cells are missing by default; add special missing tokens only if their meaning is certain. Use the sample to inspect the exact workflow.
Review the method
Revenue is supplied historical line-item amounts, in one currency. Repeated lines in the same order sum; orders count distinctly per customer. Dates must be ISO calendar dates. Positive spend is required for concentration. RFM ties receive equal scores using midrank bands; no predictions or causal claims. Basket analysis deduplicates products per order and examines pairs, at most 100 products and 2,000 baskets.
Keep the useful output
Review the summary and result records. Transformation tools retain separate change, rejected-record or diagnostics datasets where relevant. Choose the dataset before exporting; a report and a cleaned dataset serve different purposes.
CSV exports protect formula-like text. JSON keeps data portable without making an Excel workbook. Reports and editable backups may contain private source values; download only what you intend to share. No automatic account storage or server processing is used.
Ready to apply this workflow?
Try RFM Customer Segmentation →Explore a related workflow
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Keep your original files and review the result. Found unclear instructions? Contact Team Hypomnema.