📋 Summary:
This bookmark provides a focused view of all current wine club members, highlighting their lifetime order details, total sales, and current period performance. It's an essential tool for the wine club manager and marketing team to quickly assess the active membership base, track recent purchasing behavior, and identify high-value customers who are consistently engaged with the winery's club program. By displaying key metrics like lifetime order count, total value, and current period net sales, this report offers an immediate snapshot of the most loyal customer segment, enabling targeted retention strategies and personalized communication. Users can easily customize this bookmark by adding or removing columns, applying additional filters, or saving a modified version to suit their specific analysis needs.
This summary was generated by AI.
📁 Public Bookmarks Folder: Business Reports/Customer Summary
📌 Quick Stats:
🔻 1 filter(s) applied
📊 4 dimension(s) displayed
📈 3 measure(s) displayed
📄 Report Page: Build Beyond Limits | Advanced Reporting
⚠️ Date Picker Required: This report uses time-sensitive measures that respond to the date picker. The bookmark does not save date picker settings. Please adjust the date picker to ensure the report shows the data for your desired time period.
🔄 Filter Behavior: When you select this bookmark, your existing filters will be replaced with the bookmark's saved filters.
🔻 Filters Applied
The following filters narrow down the data in this bookmark:
📊 Dimension Filters:
Club Status is one of: Current Club Member
📋 Columns Displayed
📊 Dimensions:
Customer Number — The outbound facing unique identifier. This can be different depending on the CRM. WD and VST use a customer_number (that is what prompted the naming), Commerce7's unique identifier is the email address.
Full Name — The contatenation of the first name and the last name as defined in the contacts table.
Order Count Life Time Value — This is the total orders the contact ever had in their lifetime with the winery
Lifetime Value — Used in temporary tables as a calculation of the net sales life time value of the customer. Used in RFM calculations
📈 Measures:
ℹ️ Additional Details
📁 Public Bookmarks Folder: Business Reports/Customer Summary
🔑 Bookmark ID:
04d0d1ae-8adf-4644-ab7b-9ca761eed65e