Client RFM Scoring

Visualising Data for Rapid Decision-Making

We recognize that dental professionals often find themselves short on time, particularly when making purchasing decisions while caring for patients.

In addition to financial considerations, evaluating the customer base is another vital factor when considering a potential practice acquisition. Our exclusive RFM Model assesses the number of Active Patients along with their spending behaviors. The most valuable patients are those who have visited most (R)ecently, (F)requently, and who exhibit high (M)onetary treatment values.

The RFM Model offers various visualization perspectives of a practice's customer base:

Recency-Monetary Distribution Heatmap

It illustrates the distribution of the practice's patients according to their RFM scores.

Patients categorized in the R1, and M1 boxes represent the most valuable assets for the practice. The larger the box, the greater its significance to the purchasing clinic.

Distribution Heatmap

Recency-Frequency Scatter Plot

This is a specialised R-F Scatter Plot that offers a swift snapshot of the quantity of high-value customers linked to a particular practice.

Recency-Frequency Scatter Plot

Patient Distribution Chart

This chart displays the distribution of patients according to their RFM scores, accompanied by a concise assessment of how Frequently Recent high Monetary patients visit the practice. Practices with taller bars located towards the left side of the chart indicate a higher value for a purchaser.

Patient Distribution Chart

Customer Filtering tool

The RFM Model enables you to filter your customer base based on your specific criteria (Table 2).

Customer Filtering Table