📋 Summary:
This bookmark provides a focused view of current wine club members at the precise moment they place an order, highlighting key customer details like their lifetime order count, total lifetime value, and current period performance metrics. It's an essential tool for wine club managers and marketing teams who want to track the purchasing behavior of active members, understand their engagement patterns, and potentially identify opportunities for targeted promotions or personalized communication. The report can help winery staff quickly assess the value of their current club membership base, track recent spending trends, and gain insights into customer loyalty. Users can easily customize this bookmark by adjusting filters or columns to drill down into specific customer segments or time periods, making it a flexible starting point for deeper 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:
Club Status At Time Of Order is one of: 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:
41547880-ee20-4543-b955-d2d812999eb1