Home Academy Learning modules

Use customer segmentation

5:27 minutes total learning time
Discover how Customer Segmentation in Insights automatically groups customers based on purchasing behavior, helping you uncover risks and opportunities across your entire customer base. Learn how these dynamic insights support smarter decisions to improve retention, loyalty, and growth.

2 videos in this learning module

1

Insights: customer segmentation

2:45
2

Filter and resegment customers

2:42
Insights: customer segmentation
Filter and resegment customers

Insights: customer segmentation

While you likely know your top customers, those who buy less often or spend less can be easy to overlook. Customer segmentation helps you stay on top of your data by automatically analyzing buying behavior to group customers and uncover insights.

 

 

 

Supporting documentation

Filter and resegment customers

Learn how to use filtering and re-segmenting to analyse your customers from different perspectives. This tutorial explains the difference between narrowing your view and recalculating customer behavior, helping you uncover deeper insights and identify opportunities within specific areas of your business.

 

 

 

Supporting documentation

Phocas product
Insights Insights
Phocas Software help and support
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