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RFM Companion for LGL (Excel)

$249.99 $500.00

This macro-enabled Excel file comes with everything you need to score your Little Green Light constituents’ Recency, Frequency, and Monetary scores for RFM scoring.

Includes:

Instructions to create custom fields in LGL to store the RFM scores
Instructions to create and schedule an LGL report to feed into the Companion
Direct connection to LGL report results
Synopsis of your data’s values and customized suggestions for setting your scoring criteria for each component of the RFM score (thereby avoiding meaningless extreme scores)
One-click, instant RFM calculator and results export
Instructions to import the RFM results back into your LGL database in just a few clicks - including in-database annotation to track historical RFM values
Instructions to refresh RFM scores on an annual basis (or desired frequency)

Every step is thoughtfully and clearly illustrated so that even the most novice LGL user can extract, calculate, and upload the data and start cultivating the hidden gems in their donor database.

This macro-enabled Excel file comes with everything you need to score your Little Green Light constituents’ Recency, Frequency, and Monetary scores for RFM scoring.

Includes:

Instructions to create custom fields in LGL to store the RFM scores
Instructions to create and schedule an LGL report to feed into the Companion
Direct connection to LGL report results
Synopsis of your data’s values and customized suggestions for setting your scoring criteria for each component of the RFM score (thereby avoiding meaningless extreme scores)
One-click, instant RFM calculator and results export
Instructions to import the RFM results back into your LGL database in just a few clicks - including in-database annotation to track historical RFM values
Instructions to refresh RFM scores on an annual basis (or desired frequency)

Every step is thoughtfully and clearly illustrated so that even the most novice LGL user can extract, calculate, and upload the data and start cultivating the hidden gems in their donor database.

LICENSING INFORMATION:

RFM LGL Companion and all associated formulas, data, and intellectual property contained within the RFM LGL Companion, are the exclusive property of Little Data Solutions LLC. This Companion is provided solely for the client’s internal use and may not be copied, modified, distributed, sublicensed, resold, or otherwise transferred, in whole or in part, without the prior written consent of Little Data Solutions LLC. The Client agrees to not make the RFM LGL Companion publicly accessible, and it is for Client’s internal use only. Client agrees they shall not disseminate it to third parties, or use it to create derivative works or competing products. Unauthorized use or distribution of the RFM LGL Companion is strictly prohibited and may result in legal action.

RFM Companion for LGL (Excel)

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