Customer Analysis

If you are eager to measure your progress in regards with your customer base, the frequency of their purchases and the churn rate for multiple cohorts, then this template is for you.

This template has been created as a way to discover insights about your customer base development through the use of cohorts and segmentation. Moreover, this analysis allows discovering retention and churn rates and their progress over time. Lastly, KPIs have been put in place if you want to glance at the most important metrics about your clients.

Please find the Power BI template here and the Google Data Studio here.

Note: If you connect data to Business Intelligence tools for the first time, please, check our tutorial on Data Studio or Power BI first. Also, this report is created primarily for data exported by ROIVENUE. If you try to import your own data, the whole report may fail, and you will have to make every single component compatible.

Explore, Analyse and Manage Your Customer Groups

This report is focused on the analysis of your customers, the revenue that comes from each customer group and their reoccurrence over time.

In this article, you can find out how this can help you manage your business. The KPIs we are working within these reports are related to:

  • Average revenue and profit per customer

  • Number of Orders per Customer

  • Customer Segmentation ( New / Returning / Lost Customer)

  • ... and more.

When analyzing the customer base, segmentation is the first thing that comes to mind. This is especially important in the context of e-commerce shops that are targeting a variety of clients. The segmentation in this report can be done based on revenue ( each segment represents 25% of the total customer base) or based on the time of purchase ( new customer, returning customer or lost customer) or a combination of these two.

Our analysis gives an in-depth look into each category of customers with the possibility of filtering down, even more, the customer groups based on channels. The slicer presented in the dashboard allows dynamically selecting when a customer is considered lost. This is because some companies may consider a client lost after a month, while others may consider a client lost after six months. Lastly, the chart allows a quick comparison between each of these groups that makes insight discovery even faster.

Through the use of revenue segmentation, the report allows quick analysis between each of the groups. The report comes to show the use of Pareto's rule in your business. Moreover, one can see the consistency or volatility of revenue that comes from each of these groups.

Lastly, one of the key pieces of the dashboard is the cohort analysis. This allows seeing the count of customers or the percentage of customers coming back to your business based on the same starting point. Having clear information about how many people are sticking with the company is vital to assess and create targeted customer retention strategies. Lastly, the cohort analysis allows seeing the average revenue and profit coming in from each cohort.

Export the Correct Dataset From ROIVENUE - Power BI

Please bear in mind that you need to provide a link for orders data and customers data to create the report in Power BI. To use the report, set up an export like this:

1) Select the Orders dataset on the Data Source tab.

2) Select Aggregated Data. The Export Periodicity depends on your needs: if the report is a one-time analysis or if it needs to be refreshed daily.

3) Select the following dimensions and measures.

4) The next steps: attribution model, filters and date range, depend on your needs. If you are not sure what each of the tabs means, it is described in more detail in this tutorial.

5) Destination - the last step of export - depends on if you want to use Power BI or Data Studio.

  • If Data Studio, then it must be set to Google Sheets.

  • If PowerBI, then it must be set to CSV

Customers Data

1) Select the Customers dataset on the Data Source tab.

2) Select Source Data. The Export Periodicity depends on your needs: if the report is a one-time analysis or if it needs to be refreshed daily.

3) Select the following columns.

4) The next steps: attribution model, filters and date range, depend on your needs. Please make sure that these steps match the orders data selections. If you are not sure what each of the tabs means, it is described in more detail in this tutorial.

5) Destination - the last step of export - must be set to CSV.

Once you have your data exports ready, please use this tutorial to supply the ROIVENUE data into Power BI.

Export the Correct Dataset From ROIVENUE - Google Data Studio

1) Select the Orders dataset on the Data Source tab

2) Select Source Data. The Export Periodicity depends on your needs: if the report is a one-time analysis or if it needs to be refreshed daily.

3) Select the following columns:

4) The next steps: attribution model, filters and date range, depend on your needs. If you are not sure what each of the tabs means, it is described in more detail in this tutorial.

5) Destination - the last step of export - must be set to Google Sheets.

Once you have your data exports ready, please use this tutorial to supply the ROIVENUE data into Google Data Studio.