Developing a system of indicators for customer assessment and creating
Developing a system of indicators for customer assessment and creating an interactive model to forecast changes.
Actions required:
- Сreate a customer and customer base assessment system, which would include the following indicators (these indicators are subject to discussion and approval):
- CLV (€)
- LT (d)
- Retention rate (%) / Churn rate (%)
- Average Order (€)
- Average Order Frequency (d)
- CAC (€)
- Retention Cost (€/m)
- Gross Margin (%)
- Gross Margin Lifetime (€)
- Average Order per LT (pc)
- Average Order per LT (€)
- Average Revenue per User (€/y)
Identify and calculate the indicators from paragraph one which are not available from the onset.
Connect the system of indicators from the first paragraph with the Revenue and ROI indicators.
Build an interactive model (in Excel/Google Sheets, etc.) that would predict changes in CLV, Revenue, ROI, and Customer Quantity over a specific period (a month, a year, etc.).
What We Currently Have
- Order Dataset 10 Years
- CAC
- Retention Cost
- Gross Margin
- *other data may be available upon request.
-
293 2 0 Good day.
Power BI is best for creating an interactive scorecard for evaluating customers and creating an interactive model for predicting change. To see this in action, I propose a free trial release of the dashboard on your database. If this release report satisfies your request, we will further clarify the terms of reference, cost and timing of the creation of the original report.
-
Hello Olga
This task is not for PowerBI, GS or Excel. It is for Python or R.
"Order Dataset 10 Years" - CSV or DB?
"an interactive model" - Who should the model interact with and how?
Need more detailed specification, data subsample and discussion.
Regards,
Sergey
-
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