Marketing Analytics

Chapter Resources

Datasets, R and Python scripts, and Tableau workbooks for each chapter, plus video walkthroughs of the book's examples.

Video walkthroughs currently cover the R and Tableau examples only. Walkthroughs for the R-only and Python-only examples are coming soon.

Getting Started: Software Setup

Run the setup script for your language once before working through the chapter examples. It installs the packages the examples use and checks that each one loads.

  1. Chapter 1

    Introduction to Marketing Analytics Based on First Principles

    Introduces the First Principles of Marketing framework used to organize the book and explains how to match analytics techniques to marketing problems.

All Customers Differ

  1. Chapter 2

    Understanding Marketing Principle #1: All Customers Differ

    Establishes why customer heterogeneity matters and previews the segmentation, targeting, and positioning techniques covered in this part.

  2. Chapter 3

    Cluster Analysis for Segmentation

    Covers clustering methods for grouping customers into distinct, actionable segments based on shared characteristics or behavior.

    7 example files · 1 video

  3. Chapter 4

    Discriminant Analysis for Targeting and Classification

    Applies discriminant analysis to classify customers into segments and target them more effectively.

    7 example files · 1 video

  4. Chapter 5

    Perceptual and Preference Mapping for Competitive Positioning

    Uses perceptual and preference mapping to visualize competitive positioning and identify white space in the market.

    10 example files · 2 videos

All Customers Change

  1. Chapter 6

    Understanding Marketing Principle #2: All Customers Change

    Explains why customer relationships evolve over time and previews the techniques used to track and respond to that change.

  2. Chapter 7

    RFM Analysis

    Introduces Recency, Frequency, and Monetary (RFM) analysis for identifying which customers are most valuable and most at risk.

    6 example files · 1 video

  3. Chapter 8

    Logistic Regression

    Applies logistic regression to predict binary customer outcomes such as churn, response, or conversion.

    6 example files · 1 video

  4. Chapter 9

    Customer Lifetime Value

    Covers customer lifetime value (CLV) modeling and its use in prioritizing retention and acquisition spend.

    4 example files · 1 video

All Competitors React

  1. Chapter 10

    Understanding Marketing Principle #3: All Competitors React

    Frames competitive dynamics as a core constraint on marketing strategy and previews this part's analytical techniques.

  2. Chapter 11

    Survey Design and Testing to Derive Customer Insights

    Covers survey design and testing methods for gathering reliable customer insight to inform competitive strategy.

    4 example files · 1 video

  3. Chapter 12

    Conjoint Analysis for Product and Pricing Decisions

    Applies conjoint analysis to quantify how customers trade off product features and price.

    8 example files · 3 videos

  4. Chapter 13

    Forecasting Sales for New Products

    Introduces forecasting and diffusion methods for estimating demand and sales trajectories for new product launches.

    7 example files · 1 video

All Resources Are Limited

  1. Chapter 14

    Understanding Marketing Principle #4: All Resources Are Limited

    Frames budget and resource allocation as a core marketing constraint and previews this part's optimization techniques.

  2. Chapter 15

    Marketing Mix Models

    Covers marketing mix modeling for measuring channel effectiveness and optimizing resource allocation across the marketing mix.

    6 example files · 1 video

  3. Chapter 16

    Using Marketing Experiments to Optimize the Marketing Mix

    Covers designing and analyzing marketing experiments to test and optimize marketing mix decisions.

    8 example files · 2 videos

  4. Chapter 17

    Using Topic Models to Glean Customer Insights

    Applies topic modeling to unstructured text data (reviews, social media, support tickets) to surface customer insights.

    4 example files · 2 videos