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Sales RFM Analysis – Power BI Dashboard

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About Course

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RFM Analysis & Customer Segmentation in Power BI

Do you really know who your best customers are?
This course will teach you how to perform RFM Analysis (Recency, Frequency, Monetary) inside Power BI and turn raw data into powerful customer insights.

You’ll learn step by step how to:
✅ Understand the concept of RFM and why it’s essential for sales & marketing
✅ Prepare your dataset for analysis in Power BI
✅ Write DAX measures to calculate Recency, Frequency, and Monetary scores
✅ Create customer segments such as Champions, Loyal, At Risk, Lost
✅ Design a professional, interactive Power BI dashboard for segmentation
✅ Use customer insights to drive retention, loyalty, and revenue growth

This course is designed for:

  • Data analysts and business intelligence professionals

  • Marketing and sales teams who want to understand their customers better

  • Anyone looking to take their Power BI skills to the next level

By the end of this course, you’ll have a fully functional RFM Dashboard in Power BI and the knowledge to apply customer segmentation to real-world business problems.

🚀 Start today and discover how to turn data into actionable strategies!

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What Will You Learn?

  • Understand the concept of RFM Analysis and its business value
  • Prepare and clean sales data for analysis in Power BI
  • Create Recency, Frequency, and Monetary metrics using DAX
  • Build customer RFM scores and segments step by step
  • Design an interactive Power BI dashboard for customer segmentation
  • Interpret insights to improve customer retention, loyalty, and revenue
  • Apply segmentation techniques to real-world business problems

Course Content

Complete Project

  • Resources & Article
  • Sales RFM Analysis
    45:00

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SS
5 days ago
Beginner friendly