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.

Customer Segmentation and Analytics

Customer Segmentation and Analytics
This course is part of Market Research Analyst: AI, Power BI, SurveyMonkey skilled Professional Certificate

Instructor: Professionals from the Industry
Included with
Recommended experience
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.
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April 2026
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