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Figure 2From “What is RFM analysis?”

An RFM analysis record

Write down the setting, the window, the three definitions, the grouping, the forecast check and the decision in separate fields before acting on a score.

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Figure 2An RFM analysis record

A six-column worksheet for an RFM analysis: the setting, the observation window, the definitions of recency, frequency and monetary value, the grouping and the place of non-repeaters, the forecast model and its holdout check, and the decision each group feeds.SettingCan the firm seea customer leave?Any time or setpoints?WindowWhich period?Would a longerone change thegroups?MeasuresHow are recency,repeat count andaverage valuedefined?GroupingTerciles orquintiles? Wheredo non-repeatersgo?ForecastWhich model, andchecked againstwhich laterperiod?DecisionWhich actiondoes each groupget, and whoowns it?If the firm can see customers leave, value them from retention by cohort, not from recency.

Source: Author's decision worksheet. The setting field follows Fader and Hardie (2009), p. 63, and Fader and Hardie (2010), p. 85; the window, measures and grouping fields follow Fader et al. (2005), pp. 415-417 and 425; the forecast field follows Fader and Hardie (2009), pp. 62 and 65, and Fader et al. (2005), p. 426. The fields are reader inputs; no company data is supplied.

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APA 7

Isoglu, S. (2026). An RFM analysis record [Figure]. isoglu.com. https://isoglu.com/insights/exhibits/isoglu-2026-what-is-rfm-analysis-fig02/

BibTeX
@misc{isoglu-2026-what-is-rfm-analysis-fig02,
  author = {Isoglu, Sinan},
  title = {{An RFM analysis record}},
  year = {2026},
  howpublished = {Figure 2, isoglu.com},
  url = {https://isoglu.com/insights/exhibits/isoglu-2026-what-is-rfm-analysis-fig02/},
  note = {From the essay {What is RFM analysis?}}
}
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<figure>
  <a href="https://isoglu.com/insights/exhibits/isoglu-2026-what-is-rfm-analysis-fig02/">
    <img src="https://isoglu.com/social/isoglu-2026-what-is-rfm-analysis-fig02.png" alt="Figure 2: An RFM analysis record" width="3200" height="2400">
  </a>
  <figcaption>Figure 2: An RFM analysis record. Source: Author&#39;s decision worksheet. The setting field follows Fader and Hardie (2009), p. 63, and Fader and Hardie (2010), p. 85; the window, measures and grouping fields follow Fader et al. (2005), pp. 415-417 and 425; the forecast field follows Fader and Hardie (2009), pp. 62 and 65, and Fader et al. (2005), p. 426. The fields are reader inputs; no company data is supplied. <a href="https://isoglu.com/insights/exhibits/isoglu-2026-what-is-rfm-analysis-fig02/">View exhibit</a>.</figcaption>
</figure>