📁 Public Bookmarks Folder: ENO Preset Campaigns/Customer Loyalty/Velocity
📌 Quick Stats:
🔻 6 filter(s) applied
📊 8 dimension(s) displayed
📈 3 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
customers who's spend/orders/bottles in the past 365 days is less than 75% of the spend inthe 365 days before that.
🔻 Filters Applied
The following filters narrow down the data in this bookmark:
📊 Dimension Filters:
Rfm Category is one of: Loyal Customers, Top Customers, Loyal Customers to Watch, Top Customers to Watch
Product Type is one of: Wine
channel is not one of: Club
📈 Measure Filters:
Orders (Excl $0) Velocity Score is less than 0.7
Net Sales Velocity Score is less than .7
750ml Bottles (Excl $0) Velocity Score is less than 0.7
📋 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.
RFM Category — Category associated with the RFM score
Days Since Contact Last POS Order — Number of days since last POS order. **Origin: Calculated**
Small Metro Area — The small metro area the contact is living in (based on the zip code lookup of the census data)
📈 Measures:
ℹ️ Additional Details
📁 Public Bookmarks Folder: ENO Preset Campaigns/Customer Loyalty/Velocity
🔑 Bookmark ID:
ce3d3435-43cb-4e31-946d-2386468af18e