Monthly Customer Segment Performance Report

Track and analyze customer behavior, value, and engagement metrics across different segments to optimize retention strategies and identify growth opportunities.

Report Objective

Monitor and evaluate customer segment performance across key dimensions including purchase behavior, retention, and engagement. Identify trends and opportunities within each segment to inform targeted marketing strategies and improve customer lifetime value.

Segment Size and Value Analysis

Analyze customer count and average order value trends across segments

Questions to Consider:

Feb 2024Mar 2024Apr 2024month_date6,0007,0008,0009,000sum(customer_count) vs. segmentHow is Customer Distribution Changing Across Segments?Track monthly changes in customer count by segment to identify growth andmigration patterns

  • Which segments are growing or shrinking the fastest?

  • Are there seasonal patterns in segment sizes?

  • How effective are our efforts to move customers to higher-value segments?

  • Which segments show the highest average order value?

  • How has average order value changed over time?

  • What is the value gap between segments?

VIPRegularAt RiskInactiveNewsegment$0.00$500.00$1,000.00$1,500.00$2,000.00sum(average_order_value)Average Order Value Trends by SegmentCompare purchase value patterns across different customer segments

Retention and Churn Risk

Track retention rates and churn risk indicators by segment

Questions to Consider:

Feb 2024Mar 2024Apr 2024month_date75.0%80.0%85.0%sum(retention_rate) vs. segmentSegment Retention Rates Over TimeMonitor monthly retention rates to identify at-risk segments

  • Which segments show concerning retention trends?

  • Are there seasonal patterns in retention rates?

  • How do retention rates compare across segments?

  • Which segments have the highest churn risk?

  • How has churn risk evolved over time?

  • What is the relationship between segment value and churn risk?

VIPRegularAt RiskInactiveNewsegment0.020.040.060.080.0100.0sum(churn_risk_score)Churn Risk Distribution by SegmentIdentify segments with elevated churn risk for proactive intervention

Engagement Metrics

Monitor customer engagement levels across different channels

Questions to Consider:

Feb 2024Mar 2024Apr 2024month_date30.0%35.0%40.0%sum(email_open_rate) vs. segmentEmail Engagement Rates by SegmentCompare email marketing effectiveness across segments

  • Which segments are most responsive to email communications?

  • Are there trends in email engagement over time?

  • How do seasonal factors affect email engagement?

  • Which segments show the highest website engagement?

  • How has website engagement changed over time?

  • Is there correlation between visit frequency and customer value?

VIPRegularAt RiskInactiveNewsegment0.020.040.060.080.0sum(website_visits_per_customer)Website Engagement by SegmentAnalyze differences in website visit frequency across segments