Customer Segmentation

The Customer Segmentation page contains several reports that analyze the customer profitability on a monthly basis.

You can use these options to filter your search results:

These bar chart reports are available:

You can click each bar in the charts to show the Customer Details report.

This table shows the columns in the Customer Details report:


Column	Description
Sales Rep	The sales representative for the customer.
Customer	The customer number.
Customer Name	The name of customer.
Final Profitability	The average of Cost to serve and Profitability: 1H: High H Cost to Serve - 2M Profitability H Cost to Serve - 1H Profitability 2M: Medium H Cost to Serve - 3L Profitability M Cost to Serve - 2M Profitability L Cost to Serve - 1H Profitability 3L: Low M Cost to Serve - 3L Profitability L Cost to Serve - 3L Profitability L Cost to Serve - 2M Profitability
Cost to Serve	The total invoiced amount divided by the number of transactions. K-Means algorithm is used to calculate these categories: H: High M: Medium L: Low
Profitability	The average of Invoiced Amount and Margin: 1H: High H Invoiced Amount - H Margin 2M: Medium M Invoiced Amount - M Margin H Invoiced Amount - M Margin M Invoiced Amount - H Margin L Invoiced Amount - H Margin H Invoiced Amount - L Margin 3L: Low L Invoiced Amount - L Margin L Invoiced Amount - M Margin M Invoiced Amount - L Margin
Invoiced Amount	The ranking and the total amount of money in the invoiced transactions.
Margin	The total order amounts minus the total cost of goods. K-Means algorithm is used to calculate these categories: H: High M: Medium L: Low
No. of Transactions	The number of transactions per customer for the selected month.
Margin %	The percentage of margin.