📋 Summary:
This bookmark provides a targeted list of customers who have made in-person purchases at the winery's tasting room within the last 12 months, excluding guest accounts to focus on known customers with contact information. Tasting room managers and marketing teams can use this report to quickly identify recent visitors for potential wine club recruitment, personalized follow-up communications, or targeted retention campaigns. The list includes key contact details like customer number, name, email, and phone, along with precise information about their most recent point-of-sale order, making it an invaluable tool for understanding recent tasting room engagement. Users can easily customize this bookmark by adjusting time frames, adding measurement filters, or including additional columns to suit their specific business intelligence needs.
This summary was generated by AI.
📁 Public Bookmarks Folder: Business Reports/Tasting Room
📌 Quick Stats:
🔻 2 filter(s) applied
📊 7 dimension(s) displayed
📈 0 measure(s) displayed
📄 Report Page: Build Beyond Limits | Advanced Reporting
🔄 Filter Behavior: When you select this bookmark, your existing filters will be replaced with the bookmark's saved filters.
📝 Original Description
List of customers who had a POS order, NOT excluding $0 orders, within the last 365 days. To exclude $0 orders, us the $0 order filter and set to false.
🔻 Filters Applied
The following filters narrow down the data in this bookmark:
📊 Dimension Filters:
Days Since Last Pos Order is between: 0, 365
Is Guest Account is one of: False
📋 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.
First Name — Contact first name as defined in the contacts table
Last Name — 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 — Contact's primary email. If contact has multiple emails, this is will be the primary. This is NOT an array of emails.
Contact Phone — 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 — Last Date the contact ordered through the Tasting Room Channel Type
Days Since Contact Last POS Order — Number of days since last POS order. **Origin: Calculated**
ℹ️ Additional Details
📁 Public Bookmarks Folder: Business Reports/Tasting Room
🔑 Bookmark ID:
c27c892d-4b58-4890-b55b-7144e86d3338