Forum Discussion
Customer Categorization based on Revenue
Hi apatwal
Here is the sample file for static classifications as reuested based on data from Apr. 1st, 2021 to Mar. 31st, 2022. https://we.tl/t-97Tcfv7ANc
Two Classifications are calculated; one per location and one global.
Hi tamerj1
Thanks for your reply!
I can see some blank values in Categorisation.
Also, I can see for location C, Per Location Category is not correct
Catgeory 1 encompasses all those customers whose revenue makes up the top 50% of total revenue.
Also, there is some misconfusion created for Invoice Dates. It was something like for each parent customer we need to take Last 12 months of data for categorisation. As of now, I would say to remove Invoice Dates and to only consider all revenues irrespective of dates.
Sorry for miscommunication.
Updated considering all revenues (No time consideration) https://we.tl/t-IKDAi3F5OP
The gaps are normal when considering a specific time period as some customers did not buy during that period and hence they have no categorization. Usually we do the categorization per year same as we did for location so you will have the categorization per location per year. Regarding Category C, again this is a special case that will most probably disappear once applied to the full data set. Please do apply to the full data set and let me know of the issue persists.
Hi tamerj1
I noticed that there is some issue in categorisation, and it is flip-flopping from Category 2 to Category 4 and then back again to Category 2 among parent customers when invoice revenue is in decreasing order as shown in below screenshot for Per Location category
Same for Global Category
Also, for full data set I am also facing same issue..