Saving RFM Scores from Transaction Data

RFM from Transaction Data always creates a new aggregated dataset with one row for each customer. Use the Save tab to specify what scores and other variables you want to save and where you want to save them.

Variables

The ID variables that uniquely identify each customer are automatically saved in the new dataset. The following additional variables can be saved in the new dataset:

• Date of most recent transaction for each customer.
• Number of transactions. The total number of transaction rows for each customer.
• Amount. The summary amount for each customer based on the summary method you select on the Variables tab.
• Recency score. The score assigned to each customer based on most recent transaction date. Higher scores indicate more recent transaction dates.
• Frequency score. The score assigned to each customer based on total number of transactions. Higher scores indicate more transactions.
• Monetary score. The score assigned to each customer based on the selected monetary summary measure. Higher scores indicate a higher value for the monetary summary measure.
• RFM score. The three individual scores combined into a single value: (recency x 100) + (frequency x 10) + monetary.

By default all available variables are included in the new dataset; so deselect the ones you don't want to include. Optionally, you can specify your own variable names. Variable names must conform to standard variable naming rules. See the topic Variable names for more information.

Location

RFM from Transaction Data always creates a new aggregated dataset with one row for each customer. You can create a new dataset in the current session or save the RFM score data in an external data file. Dataset names must conform to standard variable naming rules. (This restriction does not apply to external data file names.)