This easy-to-use tool is designed to help you effectively rank and understand the profitability of your customers, setting the stage for more targeted and fruitful business relationships.
Step 1: Configure Your Settings
- In the first sheet’s ‘Configuration Settings’ section, you can adjust profitability thresholds for ranking customers.
- While you can leave the fields blank to use the default values, customisation ensures the analysis is relevant and aligned with your business strategy.
Step 2: Enter Customer Data
- With your settings in place, move to the ‘Customer Profitability Matrix’ sheet to fill in your data.
- Accurately enter information in each column for the most insightful analysis. Calculations and rankings are automatically filled for you.
Step 3: Analyse the Results
- Review how each customer is categorised based on your settings and the data provided.
- Utilise these insights for strategic planning and to enhance your customer engagement tactics.
Customer Profitability Matrix
This tool is designed to help you analyse and understand the profitability of your customers, enabling strategic decision-making that will enhance your business’s bottom line.