What is a Customer Segmentation and Analysis Report?
Customer segmentation reports are considered essential tactical analysis tools and are often used by managers to optimize products, services, sales and marketing strategies. Some of the key functionality in this type of dashboard report is that it simplifies analysis by combining charts with metrics. The top of the report shows customer count by industry both as figures and as a ranked chart. The second visualization shows a ranked list of countries where customers are located. The bottom of the report (not visible in the screenshot below) lists all the individual transactions for use in drill-down analysis. The report can be filtered by parameters such as customer type and date range. You find an example of this type of dashboard report below.
Purpose of Customer Segmentation Analysis Reports
Companies and organizations use customer segmentation analysis reports to optimize the corporate decisions that is derived from deep customer analysis. When used as part of good business practices, a company can improve its competitiveness as well as reduce the chances that important decisions are not grounded in a deep understanding of existing customer segmentation.
Customer Segmentation Analysis Report Example
Here is an example of a Customer Segmentation Analysis report example.
You can find hundreds of additional examples here
Who Uses This Type of Dashboard report?
The typical users of this type of dashboard report are: Product and R&D managers, sales managers, marketing managers.
Other Dashboard reports Often Used in Conjunction with Customer segmentation analysis reports
Progressive management teams sometimes use several different customer segmentation analysis reports, along with customer dashboards, sales reports, financial statements and other management and control tools.
Where Does the Data for Analysis Originate From?
The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.
In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.
What Tools are Typically used for Reporting, Planning and Dashboards?
Examples of business software used with the data and ERPs mentioned above are:
- Native ERP report writers and query tools
- Spreadsheets (for example Microsoft Excel)
- Corporate Performance Management (CPM) tools (for example Solver)
- Dashboards (for example Microsoft Power BI and Tableau)
Corporate Performance Management (CPM) Cloud Solutions and More Examples
- View 100âs of reporting, consolidations, planning, budgeting, forecasting and dashboard examples here
- See how reports are designed in a modern report writer using a cloud-connected Excel add-in writer
- Discover how the Solver CPM solution delivers financial and operational reporting
- Discover how the Solver CPM solution delivers planning, budgeting and forecasting
- Watch demo videos of reporting, planning and dashboards