Updated December 4, 2024

The Customer Segmentation Tool Dashboard is a powerful tool for analyzing customer buying behavior, conducting CLV analysis, identifying churn risks, and creating customer segments for targeted marketing. 

It enables you to filter customers from various channels and stores and create combined segments that can be utilised for email marketing and social media advertising campaigns.

Users can drill selected customers details including email addresses by clicking the number of selected customers in the top Customers count tile.

Saved customer segments can be used as filters in Ellis Customer dashboard and Sales overview dashboards to further analyse segment-related behavior and results.

 Customer Segmentation Tool Filters

Selected customers can be refined with following filters:

Segment Filter	Description
Customer Segment	Filters customers by 10 Ellis pre-calculated RFM segments. See more details Ellis Customer Segments.
Amount of Lifetime Orders	Filters selected customers by the number of lifetime orders.
Average Order Value	Filters selected customers by AOV.
Category	Filters selected customers orders by product category.
Country	Filters selected customers by the countries placed as in the orders. The same customers might have several countries as residence. Note: This isn't shipping address.
Current Period	Filters customers according to time period purchases are done. For the majority of analysis it is recommended to keep a filter in 'is any time' , so that full history will be selected.
Current Period Spend	Filters customers according to how much they have spent during the selected time period.
Customer Address State	Filters customers by customer address state.
Customer First Order During Period	Defines customers who have ordered during a selected period.
Customer Ordered During Period	Defines customers who have ordered during a selected period.
Customer Tag	Selects customers with specific Shopify Customer Tags.
Days Since Last Order	Selects customers who have ordered since last order.
Discount Code Used	Selects customers with specific discount codes.
Email Marketing Consent	Selects customers with marketing email consent types.
Subscriber Status	Current status of a subscriber (e.g. active, inactive).
Financial Status	Selects customer orders according payment status (e.g. paid, partially_paid, pending).
CLV Lifetime Total Spend	Realised Customer Lifetime Value. Filter customers by the  lifetime total spend so far. Note: The value is not predictive.
Order Tag	Filter customers by Shopify Order tag.
Payment Method	Filter customers by payment method.
Product Name	Filter by products ordered by selected customers.
Product Variant	Filter by product variants ordered by selected customers.
Product Vendor	Filter by vendor products ordered by selected customers.
Return Rate %	Selects customers with return rate in the selected range.
Shipping Address Country	Selects customers with shipment address country.
Shipping Address State	Selects customers with shipment address state.
Source Name	Filter customer by source channel e.g. web, pos or other.
Store Name	Filter customers by source.

 

How segmentation tool filters work?

Different filters function as AND filters. For example:

Selecting Source as Omnichannel and Country as Australia will give you customers that match the both filters: customers that are located in Australia and have bought both online and offline sources (omnichannel).

Options within a same filter functions as OR filters. For example:

Selecting Source to be both Web and POS will give you customers that match one or the other: customers that have both either online or in-store. To get customers that have shopped from both sources, you should select only the Omnichannel option.

Dashboard Elements

• Customers count per segment. Source: Shopify

• Key Customer KPIs to track customer operations based on selected filters. Source: Shopify

• Customers by Source Name chart of share and count of distinct customers by order source. Omni-channel means that the customer has placed orders through multiple sources. Notice that the point of sale customers who have not identified themselves, e.g. through a loyalty program, are excluded from these figures. Source: Shopify

• Devices used by Customers for placing orders. Source: Shopify

• Customer Information table shows the first 5,000 customers based on the selected customer segmentation and the sorted column. You can download the full customer list on your own computer. Source: Shopify

• Payment Method Distribution chart payment method distribution of filtered customers who made orders during the Current Period. The visualizations show the 20 most common payment methods, but the full data can be downloaded separately. Source: Shopify

• Customers Per Region chart count of customers based on the orders' shipping info. Source: Shopify

• Shipping Method Distribution shipping methods of customers purchased orders during a selected period of time. Source: Shopify

• Reorder Frequency by Product table shows the first 100 products based on the sorted column. Full data can be downloaded separately. Products with less than 50 orders are excluded from the results. The results correspond to whole history, i.e. the results are not affected by the Current Period filter. Source: Shopify

• Product Category Performance table shows the first 100 product categories based on the sorted column. If there are more than 100 categories, the data can be downloaded separately. Source: Shopify

• Product Performance table shows the first 100 products based on the sorted column. Data on all products can be downloaded separately. Source: Shopify