Has your organization done a RFM (recency, frequency, monetary) report?

Cynthia Dwyer

Does anyone have an RFM report, or know how to make one of the canned reports work for this purpose?

Joshua Bekerman bCLO bCRE

Cynthia Dwyer:

Does anyone have an RFM report, or know how to make one of the canned reports work for this purpose?

Are you looking for something that will create the RFM scores for you?  I don't know of anything in RE that would do this.

One of my presentations at BBCon 2014 will be on this topic (Do It Yourself RFM Scoring & Analytics for The Raiser's Edge).  I'll be uploading an Excel spreadsheet and the slideshow to my website soon (bekerman.com).  The spreadsheet will have all the formulas needed to create the RFM scores.  I will also be creating a Crystal Report that will create RFM scores, and will be much easier to use than the spreadsheet (no need to copy/paste, just run an export from RE, open the CR, refresh, and then export the data from CR, which can then be used as the import file to get the scores into RE).

I should have the Excel file available before BBCon (Oct 6-8), and the Crystal Report soon after.

Thanks.

 

Gwen CapersSingleton

Josh Bekerman:

 

Cynthia Dwyer:

Does anyone have an RFM report, or know how to make one of the canned reports work for this purpose?

 

Are you looking for something that will create the RFM scores for you?  I don't know of anything in RE that would do this.

One of my presentations at BBCon 2014 will be on this topic (Do It Yourself RFM Scoring & Analytics for The Raiser's Edge).  I'll be uploading an Excel spreadsheet and the slideshow to my website soon (bekerman.com).  The spreadsheet will have all the formulas needed to create the RFM scores.  I will also be creating a Crystal Report that will create RFM scores, and will be much easier to use than the spreadsheet (no need to copy/paste, just run an export from RE, open the CR, refresh, and then export the data from CR, which can then be used as the import file to get the scores into RE).

I should have the Excel file available before BBCon (Oct 6-8), and the Crystal Report soon after.

Thanks.

Where can I find this Excel file?

Gwen

singletong@hpccr.org

 

 

Jocelyn Brulotte

Josh Bekerman:

Cynthia Dwyer:

Does anyone have an RFM report, or know how to make one of the canned reports work for this purpose?

 

Are you looking for something that will create the RFM scores for you?  I don't know of anything in RE that would do this.

One of my presentations at BBCon 2014 will be on this topic (Do It Yourself RFM Scoring & Analytics for The Raiser's Edge).  I'll be uploading an Excel spreadsheet and the slideshow to my website soon (bekerman.com).  The spreadsheet will have all the formulas needed to create the RFM scores.  I will also be creating a Crystal Report that will create RFM scores, and will be much easier to use than the spreadsheet (no need to copy/paste, just run an export from RE, open the CR, refresh, and then export the data from CR, which can then be used as the import file to get the scores into RE).

I should have the Excel file available before BBCon (Oct 6-8), and the Crystal Report soon after.

Thanks.

 

 

This is great, Josh. Looking forward to seeing the Excel and Crystal Reports!