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Customer Analytics Dashboard Excel Template

Unlock customer insights with comprehensive segmentation, lifetime value analysis, behavior tracking, and retention analytics for data-driven customer relationship management.


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Transform Customer Data into Actionable Business Insights

Understanding customer behavior and preferences is crucial for business growth and retention. Our Customer Analytics Dashboard provides comprehensive tools to analyze customer data, segment audiences, calculate lifetime value, and develop targeted strategies for improved customer relationships.

From RFM analysis to cohort studies, unlock the full potential of your customer data. Built for marketers, analysts, and business managers, this template helps you identify high-value customers, predict churn, and optimize customer experience.

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Advanced Customer Segmentation & Profiling

RFM Analysis (Recency, Frequency, Monetary)

Segment customers based on when they last purchased, how often they buy, and how much they spend. Identify high-value customers, at-risk customers, and those ready for re-engagement campaigns.

Demographic & Geographic Segmentation

Analyze customer demographics including age, gender, location, and income to understand your audience composition. Create targeted marketing campaigns for different demographic segments.

Behavioral Segmentation

Group customers based on purchasing behavior, product preferences, channel usage, and engagement patterns. Understand what drives different customer segments and tailor your approach accordingly.

Customer Journey Analysis

Map customer touchpoints and analyze the customer journey from awareness to purchase and beyond. Identify key moments that influence customer decisions and optimize the experience.

Customer Lifetime Value & Retention Analytics

CLV Calculation & Modeling

Calculate customer lifetime value using historical data and predictive models. Understand the long-term value of different customer segments and allocate resources accordingly.

Cohort Analysis

Track customer cohorts over time to understand retention patterns and revenue contribution. Identify which acquisition channels and periods produce the most valuable long-term customers.

Churn Prediction & Analysis

Identify customers at risk of churning using behavioral indicators and predictive models. Develop targeted retention strategies and measure the effectiveness of intervention campaigns.

Customer Acquisition Cost (CAC) Analysis

Calculate acquisition costs by channel and campaign, then compare with lifetime value to determine profitability. Optimize marketing spend and channel allocation for maximum ROI.

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Frequently Asked Questions

What data do I need for customer analytics?

The template works with transaction data, customer demographics, purchase history, and interaction data. It includes data preparation tools to clean and structure your customer data for analysis.

How do I interpret RFM scores?

The template provides automated RFM scoring and interpretation guides. It creates customer segments like 'Champions,' 'Loyal Customers,' 'At Risk,' and 'Lost Customers' with actionable recommendations for each segment.

Can it predict customer churn?

Yes, the template includes churn prediction models using behavioral indicators, purchase patterns, and engagement metrics. It provides probability scores and early warning alerts for at-risk customers.

Does it handle seasonal customer patterns?

The template includes seasonal analysis and can adjust customer metrics for seasonal variations. It helps distinguish between seasonal behavior changes and genuine customer lifecycle changes.

How often should I update the analysis?

The template provides guidance on refresh frequencies based on business type and customer behavior. It includes automated dashboards that can be updated monthly, quarterly, or as needed.

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Frequently Asked Questions

If you question is not covered here, you can contact our team.

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How do I analyze data?
To analyze spreadsheet data, just upload a file and start asking questions. Sourcetable's AI can answer questions and do work for you. You can also take manual control, leveraging all the formulas and features you expect from Excel, Google Sheets or Python.
What data sources are supported?
We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (.tsv), JSON, and database data (MySQL, PostgreSQL, MongoDB). We also support application data, and most plain text data.
What data science tools are available?
Sourcetable's AI analyzes and cleans data without you having to write code. Use Python, SQL, NumPy, Pandas, SciPy, Scikit-learn, StatsModels, Matplotlib, Plotly, and Seaborn.
Can I analyze spreadsheets with multiple tabs?
Yes! Sourcetable's AI makes intelligent decisions on what spreadsheet data is being referred to in the chat. This is helpful for tasks like cross-tab VLOOKUPs. If you prefer more control, you can also refer to specific tabs by name.
Can I generate data visualizations?
Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.
What is the maximum file size?
Sourcetable supports files up to 10GB in size. Larger file limits are available upon request. For best AI performance on large datasets, make use of pivots and summaries.
Is this free?
Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have a daily usage limit. Users can upgrade to the pro plan for more credits.
Is there a discount for students, professors, or teachers?
Currently, Sourcetable is free for students and faculty, courtesy of free credits from OpenAI and Anthropic. Once those are exhausted, we will skip to a 50% discount plan.
Is Sourcetable programmable?
Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write code for you.
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