📋 Summary:
This bookmark isolates and highlights first-time customers who have recently made their initial purchase, providing a focused snapshot of new customer acquisition for the winery. Marketing and sales teams can use this report to quickly identify recent first-time buyers, assess their initial spending patterns, and develop targeted engagement strategies to convert these customers into repeat buyers or potential wine club members. By showing key metrics like order count, lifetime value, and current period net sales, the report gives winery professionals an immediate view of how these new customers are performing, with the flexibility to further customize the analysis by adding additional filters or columns to drill deeper into customer behavior and potential opportunities.
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: 1st Time 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:
07521964-e9c1-4519-870d-c49006e11aaa