RFM segmentation tool
Drop in an orders export and get Recency, Frequency and Monetary scores plus five exclusive segments — the same method as the spreadsheet, without building the spreadsheet.
RFM here means Recency, Frequency, Monetary customer segmentation. If you are looking for Relative Fat Mass, this is not that calculator.
Your data never leaves this page
The file is read and scored entirely in your browser. Nothing is uploaded, stored, or sent anywhere — there is no server to send it to. You can disconnect from the network and this tool still works.
1 Load your orders
One row per order. You need a customer ID, an order date, net revenue, and ideally an order status column.
2 Check the columns
Detected from your headers. Correct anything that looks wrong.
Completed orders only. Refunds and cancellations must not create a Champion.
Defaults to the latest order in your file, so the same file always gives the same segments.
3 Your segments
| Segment | Customers | Share | Revenue | Revenue share |
|---|---|---|---|---|
| Total | 0 | 100% | $0 | 100% |
One row per customer with R, F, M and segment. Generated in your browser from the file you loaded.
How this is calculated
Only completed orders count. For each customer, recency is the scoring date minus their most recent completed order date, frequency is their completed order count, and monetary value is the sum of their net revenue.
Each of the three metrics is cut into quintiles using the same interpolation as Excel's
PERCENTILE.INC at 0.2, 0.4, 0.6 and 0.8. Frequency and monetary score upward
from 1; recency scores downward from 5, because a lower recency is better. The comparisons
are strictly greater-than, so customers with identical values stay in the same bucket —
buckets come out uneven, and that is deliberate. Splitting thousands of one-order customers
across quintiles serves no operational purpose.
R, F and M are kept separate and never summed. A 155 customer bought recently but rarely; a 551 bought often and spent heavily but has gone quiet. Both total 11 and need opposite treatment.
Segments are assigned in order, first match wins: Champions (R, F and M all at least 4), Loyal Customers (R and F at least 3), Promising Customers (R at least 3, F of 1 or 2), At-Risk Customers (R of 1 or 2, F at least 3), then Hibernating Customers as the fallback. The order is what prevents overlaps and guarantees every score lands somewhere.
The scoring date defaults to the latest order in your file rather than today, so two people opening the same file on different days get the same segments. For the full method, including the monthly snapshot and migration reporting this tool does not cover, read RFM Segmentation Spreadsheet: Build Five Usable Segments .