📈 OVERVIEW
A strategic Excel workbook for evaluating customer segment performance through revenue, cost, and profit metrics. Designed for finance teams, marketing analysts, and business strategists, this template includes editable fields for customer activity, cost of sales, acquisition, marketing, and termination. Ideal for customer segmentation, retention analysis, and profitability forecasting.
📦 WHAT’S INCLUDED
• 📘 Excel workbook (.xlsx)
• 🧾 Profitability breakdown by customer segment with beginning/ending counts and revenue per segment
• 💸 Cost categories include service, acquisition, marketing, and termination
• 📊 Built-in calculations for gross margin, customer profit, and average cost per customer
• ✅ Ready for printing, PDF export, or digital sharing
🧠 USE CASES
• Customer lifetime value and profitability analysis
• Segment-based marketing and retention strategy
• Financial modelling for customer acquisition and churn
• Reusable format for SaaS, e-commerce, and service-based businesses
🎯 FEATURES
• Editable .xlsx format with UK spelling and layout standards
• Modular layout for expanding segments or adjusting cost/revenue inputs
• Compatible with Microsoft Excel and Copilot editing
• Includes summary metrics for average profit, acquisition, and marketing costs
🔴 INSTANT DIGITAL DOWNLOAD
No waiting, no shipping, no locked fields. This template is available immediately and built for professionals who need a structured, editable way to analyse customer profitability. Download, customise, and start optimising—right away.
