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Customer segmentation using BigQuery SQL (CTEs, NTILE, UNION ALL) + Power BI dashboard — 8 behavioral groups from Champions to Lost/Inactive

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RFM_Analysis

rfm (1)

RFM Customer Segmentation Analysis

Project Overview

This project applies RFM (Recency, Frequency, Monetary) analysis to segment customers based on their purchasing behavior and business value. Using SQL for data processing and Power BI for visualization, the project helps identify high-value customers, churn risks, and customer engagement opportunities.


Business Problem

The analysis focuses on identifying:

  • High-value customers
  • Loyal and repeat customers
  • Customers at risk of churn
  • Inactive customer segments
  • Opportunities for customer retention and engagement

Tools & Technologies

  • SQL
  • Power BI
  • Customer Analytics
  • RFM Analysis

Key Insights

  • Identified Champions and Loyal VIP customers contributing significantly to business value
  • Detected At Risk and Lost customers requiring retention strategies
  • Segmented customers based on Recency, Frequency, and Monetary metrics
  • Revealed customer behavior patterns to support targeted marketing efforts

Dashboard Features

  • Customer Segment Distribution
  • RFM Score Analysis
  • Customer Retention Insights
  • Loyalty & Churn Analysis
  • Interactive Filters & Visualizations

Files Included

  • Raw Datasets
  • SQL Analysis Queries
  • Power BI Dashboard (.pbix)
  • Dashboard Screenshots
  • Project Documentation
  • Cleaned Dataset

Detailed Documentation

Refer to the detailed project documentation for complete methodology, RFM scoring logic, customer segmentation process, business insights, and dashboard explanation.

About

Customer segmentation using BigQuery SQL (CTEs, NTILE, UNION ALL) + Power BI dashboard — 8 behavioral groups from Champions to Lost/Inactive

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