📋 Summary:
This bookmark identifies repeat customers by focusing exclusively on wine buyers who have made multiple purchases, providing a targeted view of the most loyal customer segment in the winery's direct-to-consumer sales channel. The report gives a quick snapshot of these repeat customers' performance, displaying key metrics like lifetime order count, total revenue, and current period sales, which makes it an invaluable tool for the wine club and marketing teams to understand their most valuable customer base. By highlighting repeat customers' total lifetime value and current period performance, this report helps winery leaders strategize retention efforts, potentially informing personalized marketing campaigns, wine club recruitment, or special loyalty rewards. Users can easily customize this bookmark by adjusting filters or columns to drill deeper into repeat customer behavior, making it a flexible starting point for more detailed customer analysis.
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:
Contact Status is one of: Repeat Customer
📋 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:
c5323afc-d38c-4541-abea-3d421ac3acc1