All examples for Instant Insights - Conversational Data Analysis

Customer Segment Profitability Analysis

Identifies most profitable customer segments with margin analysis, profit-per-customer calculations, regional breakdowns, and specific acquisition budget allocation recommendations with expected ROI.

Input

What you provide to the skill

I have a CSV file at /tmp/customer_transactions.csv with columns: date, customer_id, customer_segment, revenue, transaction_count, region. Show me which customer segments are most profitable and where should we focus acquisition efforts based on our sales data?

Output

What the skill generates for you

CUSTOMER SEGMENT PROFITABILITY ANALYSIS

Based on your sales data at /tmp/customer_transactions.csv, here are the segments ranked by profitability:

SEGMENT PROFITABILITY SUMMARY

Segment Revenue % Revenue Profit % Profit Customers Margin Revenue/Cust Profit/Cust
Enterprise $11,284,652 47.3% $4,739,554 59.8% 714 42.0% $15,804 $6,638
SMB $8,473,129 35.5% $2,203,014 27.8% 1,652 26.0% $5,129 $1,334
Individual $4,098,847 17.2% $450,873 5.7% 2,312 11.0% $1,773 $195

KEY INSIGHTS

1. Enterprise Customers Are Your Profit Engine

  • Enterprise represents only 15% of customers but generates 59.8% of total profit
  • Each Enterprise customer delivers $6,638 in profit vs $195 for Individual customers (34x higher)
  • 42% margins vs 11% for Individual segment

2. Massive Acquisition ROI Disparity

  • +10 Enterprise customers = +$66K profit
  • This equals the profit from acquiring +339 Individual customers
  • SMB segment offers middle ground: $1,334 profit/customer, easier to close than Enterprise

3. Regional Enterprise Opportunities

Region Enterprise Customers Profit/Customer Priority
West 189 $7,142 HIGH
Northeast 156 $6,824 HIGH
Midwest 141 $6,392 HIGH
Southwest 112 $5,987 MEDIUM
Southeast 116 $5,421 MEDIUM

ACQUISITION STRATEGY RECOMMENDATIONS

IMMEDIATE (Next 90 Days):

  1. Reallocate 70% of acquisition budget to Enterprise segment

    • Expected impact: +25 Enterprise customers = +$166K profit
    • Focus on West, Northeast, and Midwest regions (highest profit/customer)
  2. Maintain selective SMB acquisition

    • 25% of budget to high-potential SMB accounts
    • Target accounts with growth potential to Enterprise
  3. Reduce Individual customer acquisition spend to 5%

    • Only pursue Individual customers with <$50 CAC
    • Individual segment requires 34x volume for same profit

STRATEGIC (6-12 Months):

  • Develop Enterprise upsell program for top SMB customers
  • Investigate why Southeast Enterprise customers underperform ($5,421 vs $7,142 in West)
  • Calculate CAC by segment to optimize spend allocation

EXPECTED OUTCOME: Shifting acquisition focus to Enterprise could increase profit margins by 18-25% within 6 months without increasing total customer acquisition costs.