Customer value and potential analysis.

Use this Excel file to review your customer value segmenation by tier. Calculate potential value, market share and retention. This is an important perspective that will facilitate the planning of relationship activity to increase sales productivity and outcomes.


A framework to help you review:

  • Customer value segmentation
  • Share of customer wallet and potential
  • Market share 
  • Loyalty and retention
  • What-if analysis

Your worksheet

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