Customer Segmentation and Analytics
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Customer Segmentation and Analytics
This course is part of Market Research Analyst: AI, Power BI, SurveyMonkey skilled Professional Certificate
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What you'll learn
Identify and define comprehensive buyer personas using data.
Analyze cross-tabulated data to uncover key customer segments.
Apply RFM segmentation to classify and prioritize customer groups.
Calculate incremental revenue and profitability from targeted segments to demonstrate financial value to stakeholders.
Skills you'll gain
- Marketing Strategies
- Return On Investment
- Business Analytics
- Customer Analysis
- Data Analysis
- Strategic Marketing
- Market Research
- Persona Development
- Data Presentation
- Data Storytelling
- Data-Driven Decision-Making
- Data-Driven Marketing
- Customer Retention
- Customer Insights
- Marketing Effectiveness
- Revenue Management
- Marketing Analytics
- Customer Data Management
- Pivot Tables And Charts
- Target Audience
Details to know
April 2026
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There are 3 modules in this course
You will learn to convert raw customer and survey data into actionable segments tied directly to revenue and growth levers. This course introduces sophisticated persona-building, cross-tab and pivot analyses, and RFM (Recency, Frequency, and Monetary) segmentation so you can identify high-value cohorts and prioritize activation tactics. You'll practice extracting segments from both transactional and survey datasets, applying rigorous scoring and labeling conventions, and estimating incremental revenue from small-scale pilots. The curriculum focuses on translating these segmentation results into operational recommendations—including tailored retention, upsell, or reactivation campaigns—complete with simple lift estimates and implementation notes. You will prove that you can translate analytical outputs into actionable strategies and produce portfolio-ready documents showing that you can connect data to the bottom line.
By producing concise activation briefs and testing plans, you will learn to bridge the gap between analytic segmentation outputs and marketing or product execution, ensuring research recommendations can be implemented and measured for success. You will conclude this course with a high-impact project: executing a full RFM segmentation to calculate the profitability lift of specific customer segments. This process ensures you can move beyond simple data grouping to deliver evidence-based strategies that drive measurable business growth and customer lifetime value. This course provides the portfolio-ready artifacts necessary to demonstrate your ability to link data-driven insights directly to a company's bottom line.
Explore buyer‑segment analytics to sharpen market‑research, analysis, and marketing expertise. This hands‑on module teaches you to develop data‑driven buyer personas and master cross‑tabulation techniques for uncovering key customer groups. Through real‑world exercises, you'll interpret two‑way tables that link demographics to purchasing behavior, turning raw data into clear, actionable insights. You'll learn to translate those insights into strategic targeting recommendations that boost marketing effectiveness. By the end, you'll be equipped to deliver concise, data‑backed segment profiles that add immediate value to any data‑focused organization.
What's included
4 videos2 readings5 assignments
4 videos•Total 18 minutes
- Defining the Buyer Persona•5 minutes
- A Practical Guide to Building a Persona•5 minutes
- Simple Tables Hold Big Insights•4 minutes
- Read a Cross-Tabulation Table•5 minutes
2 readings•Total 15 minutes
- The Core Components of a Persona•7 minutes
- Understanding Cross-Tabulation for Customer Analysis•8 minutes
5 assignments•Total 100 minutes
- Your Segmentation Analysis Portfolio•30 minutes
- Hands-On Learning: Refine an Incomplete Buyer Persona•20 minutes
- Knowledge Check: Persona Essentials•10 minutes
- Hands-On Learning: Validate a Business Claim with Data•30 minutes
- Summarizing a Key Finding•10 minutes
Explore customer data analytics with the RFM model to drive measurable financial results. Designed for aspiring analysts and marketers, this module teaches you to convert raw transaction data into actionable segments using spreadsheet exercises. Learn to identify high‑value customers, calculate profitability lifts from targeted campaigns, and present clear ROI evidence for finance reviews. By the end, you'll produce data‑driven recommendations that link marketing actions to bottom‑line growth, enabling optimized spend and increased profitability.
What's included
4 videos3 readings5 assignments
4 videos•Total 32 minutes
- What is RFM Analysis?•7 minutes
- How to Calculate RFM Scores in a Spreadsheet•10 minutes
- Campaign ROI Isn't Enough•6 minutes
- How to Calculate Profitability Lift per Segment•8 minutes
3 readings•Total 24 minutes
- The Anatomy of RFM: Defining Your Key Metrics•8 minutes
- From Scores to Segments: Creating Customer Personas•8 minutes
- Defining Profitability Lift: The True Measure of Success•8 minutes
5 assignments•Total 70 minutes
- Customer Analytics Report•30 minutes
- Hands-On Learning: Build Your First RFM Segments•15 minutes
- Knowledge Check: RFM Concepts Check•5 minutes
- Hands-On Learning: Analyze the Campaign Results•15 minutes
- Knowledge Check: Measuring Lift•5 minutes
This module provides a complete, hands-on walkthrough of a real-world analytics project. You will play the role of an analyst tasked with using RFM segmentation to identify high-value customer groups and proposing a targeted pilot campaign to drive revenue. We begin by framing the business case for this work, then move to defining the RFM framework and the project requirements. Through a step-by-step screencast, you will learn how to perform the analysis in a spreadsheet before applying your skills in a final graded project to produce a full decision package for marketing leadership.
What's included
2 readings1 assignment
2 readings•Total 7 minutes
- Why This Project Matters•3 minutes
- Project Requirements•4 minutes
1 assignment•Total 110 minutes
- Project: Segment Analysis and Campaign ROI•110 minutes
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Frequently asked questions
No. This course is designed for beginners and provides step-by-step guidance on using data to understand customers, with no complex programming required.
You'll gain practical skills in data analysis techniques, segmentation methods, and strategies for translating data insights into actionable business recommendations.
This course builds skills valuable in marketing, product management, business analysis, and customer strategy roles across various industries.
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Financial aid available,
¹ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.
