All Gantry Features
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Revenue Intelligence

Know Which Customers Make You Money

Not all customers are created equal. RFM segmentation and lifetime value analysis reveal which customers deserve white-glove treatment and which are burning your margins.

Key Features

Executive summary with intelligence score
Customer health scorecard with grouping
RFM segmentation matrix (Recency, Frequency, Monetary)
Lifetime value analysis
Churn risk monitor
Project-level profitability
Margin by customer analysis
Customer cohort trends

Capabilities in Detail

RFM Segmentation

Automatically segment customers by Recency (how recently they bought), Frequency (how often), and Monetary value (how much). Identify champions, at-risk customers, and hibernating accounts.

Lifetime Value Analysis

Calculate true customer lifetime value including all revenue, costs, and margin data. Identify which customer acquisition channels produce the highest LTV.

Churn Risk Monitor

Early warning system for customer churn. Track declining order frequency, shrinking order sizes, and other leading indicators of customer defection.

Project Profitability

For project-based businesses, see profitability at the project level including allocated overhead. Identify which project types and customers generate the best returns.

Common Use Cases

Customer success prioritizationPricing strategy optimizationSales territory planningMarketing spend allocationCustomer retention programs
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