Template · Customers · Opening soon
RFM analysis template
Score every customer on how recently, how often and how much they buy, then group them into Champions, Loyal, At risk and Hibernating. Refreshed with every order.
You bring
Orders or payments618 rows
CustomerDateAmount
Mammoth does the work
You get
One table160 rows
Every customer scored 1-5 on recency, frequency and spend, with a segment.
Champions
- Not a spreadsheet to fill inIt is a ready-made workflow in Mammoth. You bring the files, and it does the work.
- Your files, as they areUpload a file or connect a source. Your column names do not have to match.
- Runs again by itselfWhen new data arrives, every step runs again and the result updates.
What you get back
The real result of this template, run on sample data.
RFM segments: the resultSample data160 rows
| Customer | Last purchase | Days since | Orders | Spend | R | F | M | Segment |
|---|---|---|---|---|---|---|---|---|
| customer26@example.com | 2026-09-10 | 46 | 11 | 2,195.53 | 4 | 5 | 5 | Champions |
| customer135@example.com | 2026-10-18 | 8 | 11 | 2,118.52 | 5 | 5 | 5 | Champions |
| customer58@example.com | 2026-10-13 | 13 | 11 | 2,007.48 | 5 | 5 | 5 | Champions |
| customer40@example.com | 2026-10-20 | 6 | 10 | 1,997.22 | 5 | 5 | 5 | Champions |
| customer61@example.com | 2026-10-22 | 4 | 10 | 1,934.08 | 5 | 5 | 5 | Champions |
| customer145@example.com | 2026-09-24 | 32 | 9 | 1,678.53 | 4 | 5 | 5 | Champions |
| customer7@example.com | 2026-09-07 | 49 | 11 | 1,654.81 | 4 | 5 | 5 | Champions |
| customer107@example.com | 2026-10-06 | 20 | 10 | 1,544.90 | 5 | 5 | 5 | Champions |
What is RFM analysis?
RFM scores customers on Recency (days since last purchase), Frequency (number of orders) and Monetary value (total spend), usually 1 to 5 each, to target the right people.
How it works
How to use the RFM segments template
- 1Bring your dataConnect a source, or upload a file.
- 2Check the columnsMammoth matches each column the template needs and asks only when it is unsure.
- 3Choose where it goesA table, a sheet, or a dashboard. It rebuilds on every refresh.
See the exact columns and steps ›
What it needs
Orders: customer, date, amount
Orders or payments
- Customer
- Date
- Amount
The steps it runs
- 1Match columns
- 2Recency, frequency and spend per customer
Every step is an ordinary Mammoth step you can open and change.
RFM segments: questions
Does it update by itself?
Yes. The template becomes an ordinary workflow in Mammoth. When your data refreshes, from a connector, a scheduled pull or a new file, every step runs again and the result table updates.
Can I change the steps?
Every step is an ordinary Mammoth step you can open and edit. Mammoth remembers which steps came from the template, so an update never overwrites your changes.
Do my column names have to match?
No. You point the template at your columns once. Mammoth suggests a match for each one and asks only when it is unsure.
Get early access to this template
Bring your data, check the columns, and the result rebuilds on every refresh.
More customer templates
Cohorts, churn, repeat purchases, retention, RFM segments and recurring revenue, from your orders or payments.
- Cohort retentionEach month's new customers, and the share still buying 1, 2, 3… months laterSee the template
- Net revenue retentionNet and gross revenue retention for every monthSee the template
- Repeat purchase rateEach month's new customers and the share who ordered again within 90 daysSee the template
- Churn rateEach month: customers at the start, how many were lost, and the churn rateSee the template
- MRR movementEach month's recurring revenue: start, new, expansion, contraction, churned, endSee the template