The primary objective of this project is to analyze and segment customers based on demographics, income, tenure, profession, loyalty, and geographic regions. The dashboard helps businesses understand customer behavior, identify high-value segments, and make data-driven marketing and engagement decisions.
Organizations often struggle to:
- Identify valuable customer segments
- Understand customer loyalty and wealth distribution
- Personalize marketing strategies across regions and customer types
- Track customer growth trends over time This dashboard addresses these challenges by providing interactive visual insights.
The dashboard answers the following questions:
- How many total customers does the organization have?
- What is the average age, income, and tenure of customers?
- Which generation segment (Boomers, Gen X, Gen Z, Millennials) dominates?
- What percentage of customers are loyal vs new or emerging?
- How is customer wealth distributed (Low, Medium, High)?
- How has the customer base grown over time?
- What professions contribute most to the customer base?
- How do regions and customer types affect customer distribution?
The dataset includes customer-related attributes such as:
- Customer count
- Age
- Income
- Tenure (years)
- Gender
- Generation group
- Loyalty level
- Wealth category
- Profession
- Region
- Customer type (Corporate, Private, Retail)
The dashboard highlights the following KPIs:
- Total Customers: 500
- Average Age: 46 years
- Average Income: $114.4K
- Average Tenure: 5 years
- Loyal Customers: 40%
- Millennials and Gen X form the largest customer base
- Gender distribution shows balanced engagement across generations
- 40% of customers are loyal
- Remaining segments include new, emerging, and legacy customers
- Indicates strong retention with scope for loyalty programs
- Majority customers fall under Medium and High wealth
- High-wealth customers represent a strong revenue opportunity
- Customer growth peaked between 2016–2018
- Slight decline observed post-2024, indicating a need for re-engagement strategies
- Doctors, Engineers, and Teachers are major contributors
- Students and Traders show growth potential
The dashboard allows filtering by:
- Region (East, West, North, South)
- Customer Type (Corporate, Private, Retail) This enables customized analysis for different business scenarios.
- Average calculations for age, income, and tenure
- Percentage distribution for loyalty and wealth
- Trend analysis using time-series line charts
- Category-wise comparison using bar charts
- Launch loyalty reward programs for emerging customers
- Design premium offers for high-wealth segments
- Focus marketing efforts on Millennials and Gen X
- Improve engagement in regions showing customer decline
- Introduce profession-specific financial products
- Microsoft Excel
- Pivot Tables
- Pivot Charts
- Slicers
- Conditional Formatting
- Dashboard Design
The Customer Segmentation Dashboard provides a comprehensive and interactive view of customer demographics, loyalty, and wealth patterns. It enables stakeholders to make strategic decisions, improve customer retention, and optimize marketing efforts using Excel-based analytics.
- Improved customer understanding
- Data-driven segmentation strategy
- Visually appealing and interactive Excel dashboard
- Ready-to-use business intelligence solution