Data Analyst · intermediate

AI-Powered Customer Intelligence & RFM Dashboard

A two-page Streamlit dashboard that runs RFM analysis on retail data and uses AI to generate marketing recommendations.

Project overview

Demonstrates your ability to translate raw transactional data into actionable business strategy — the most critical skill for data analysts in the modern AI-driven market.

Real-world use case

E-commerce companies (like Amazon or Shopify sellers) looking to optimize their marketing spend and increase customer lifetime value.

Tools and technologies

Skills you can demonstrate

Data Cleaning, RFM Modeling, BI, Prompt Engineering

Build roadmap

  1. Get the dataset
    Download the UCI Online Retail II dataset — the classic for RFM, with real-world messiness. Load it into pandas and record row counts before and after every cleaning step.
  2. Clean the data
    Handle negative quantities (returns), missing customer IDs, and date parsing. Write down each decision and why; the interview question is always "what did you throw away?"
  3. Calculate R, F, M scores
    Per customer: Recency (days since last purchase), Frequency (order count), Monetary (total spend), each scored 1–5 by quintile. Sanity-check the top customers by hand.
  4. Segment customers
    Combine scores into named segments — Champions, Loyal, At-Risk, Lost, New — and check that segment sizes and spend make business sense before building anything on top.
  5. Build the Streamlit dashboard
    Two pages: an overview with Plotly charts of segment size and revenue, and a drill-down listing the customers in any segment. Deploy it so the link works in an application.
  6. Add the AI recommendation layer
    For each segment, have the model draft a tailored campaign idea and offer. Add a regenerate button, and show one example where you edited the output and explain why.

Ways to extend the project

Integrate the OpenAI API to automatically generate personalized email copy or discount offers for each specific customer segment.

How to showcase your work

Open this project in BuildersBenchBrowse Data Analyst projects