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Visited 13-24 Months Ago, Not Since

Updated over 2 months ago

πŸ“ Public Bookmarks Folder: Business Reports/Tasting Room

πŸ“Œ Quick Stats:

  • πŸ”» 2 filter(s) applied

  • πŸ“Š 7 dimension(s) displayed

  • πŸ“ˆ 0 measure(s) displayed

  • πŸ“„ Report Page: Build Beyond Limits | Advanced Reporting

πŸ”„ Filter Behavior: When you select this bookmark, your existing filters will be replaced with the bookmark's saved filters.


πŸ”» Filters Applied

The following filters narrow down the data in this bookmark:

πŸ“Š Dimension Filters:


πŸ“‹ Columns Displayed

πŸ“Š Dimensions:

  • Customer Number β€” 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.

  • First Name β€” Contact first name as defined in the contacts table

  • Last Name β€” The name of the actual club as specified in the respective CRM. (eg. 3 Bottle Pinot Noir Club). A customer can belong to multiple clubs at once but the club itself can only exist once within the winery data.

  • Contact Email β€” Contact's primary email. If contact has multiple emails, this is will be the primary. This is NOT an array of emails.

  • Contact Phone β€” Contact's primary phone number. If contact has multiple phone numbers, this is will be the primary. This is NOT an array of phone numbers.

  • POS Last Order Date β€” Last Date the contact ordered through the Tasting Room Channel Type

  • Days Since Contact Last POS Order β€” Number of days since last POS order. **Origin: Calculated**


ℹ️ Additional Details

  • πŸ“ Public Bookmarks Folder: Business Reports/Tasting Room

  • πŸ”‘ Bookmark ID: 553a28b8-c930-4bea-bd15-a8fa2810388a

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