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How to calculate RFM by Delivery Address
How to calculate RFM by Delivery Address

Learn how to change your RFM Dashboard tiles to be calculated by your Unleashed Account's Delivery Addresses.

Abby Whitwham avatar
Written by Abby Whitwham
Updated over a week ago

The RFM Analysis is the key to growing your business as it categorises your Customers allowing you to have a proactive approach to each of them. If you want to learn more about how to use our RFM Analysis check out this guide here!

By default, our RFM is calculated per ERP Customer Account but you may wish to have it calculated by Delivery location instead. This is for situations where you have a single Unleashed Account for multiple sites/outlets and so you want to see RFM per site/outlet rather than the whole Unleashed Account. This guide will show you how to change the RFM Analysis to categorise each individual site rather than just the Company as a whole.

Please Note: The CRM Companies must have the same Sales Ledgers assigned as the matching will search only the Sales Ledger Companies Addresses.

Prerequisites

  • You'll need to be integrated to Unleashed.

  • You'll need CRM Admin rights in order to follow the steps in this article.

  • Each Delivery Address must have an individual CRM Company Record with the Unleashed Account connected.

Step 1: Navigate to System Settings

To take you to our Settings page, navigate to the side panel and select 'Settings' then 'System Settings' or click this link here.

Step 2: Search for Analyse RFM

In the Settings search bar, type "Analysis RFM", to display the "Analyse RFM by Delivery Address" setting. Then toggle "RFM by Delivery Address" to be on.

Once this Setting has been turned on, all future Sales Orders imported from your Unleashed system will be linked to a Company when they are created in the CRM.

Step 3: Review Company Address

The RFM by Delivery Address relies on the CRM Company Main Address matching on the Order's Delivery Address exactly. The Address Line 1 and Postcode must both be an exact match to each other for the CRM to assign the Order to the Company. We recommend reviewing your CRM Company Addresses to ensure the matching is seamless!

If there isn't a Company Address match at the time of creation, then the order will count towards the Unleashed Account's RFM.


For more information on our RFM Analysis watch our CEO's Webinar here or check out this guide!
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