📋 Summary:
The Club Overview bookmark provides a comprehensive snapshot of wine club membership dynamics, tracking key metrics like active members, those on hold, total membership, signups, and cancellations within the current performance period. This report is an essential tool for wine club managers and marketing teams to quickly assess the health of their membership program, understand growth and attrition trends, and make data-driven decisions about recruitment and retention strategies. By revealing detailed membership metrics at a glance, the bookmark allows wine industry professionals to identify potential areas of improvement, such as high cancellation rates or slow signup periods, and take proactive steps to optimize their wine club performance. Users can easily customize this report by adding filters, modifying columns, or saving a personalized version to dig deeper into their specific membership insights.
This summary was generated by AI.
📁 Public Bookmarks Folder: Club Reports
📌 Quick Stats:
🔻 0 filter(s) applied
📊 2 dimension(s) displayed
📈 8 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.
📝 Original Description
By Club we will show the actives, on holds, and total members. Signups, Cancellations,Growth. And Attrition and Signup Ratios
🔻 Filters Applied
✅ No filters applied - this bookmark shows all available data.
📋 Columns Displayed
📊 Dimensions:
Aggregated Club — The aggregate name of the club (aka main club name). This is mapped** in the configuration. (eg. 3 bottle collectors and 6 bottle collectors clubs get aggregated into a collectors club.)**Origin: Mapped**
Club 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.
📈 Measures:
ℹ️ Additional Details
📁 Public Bookmarks Folder: Club Reports
🔑 Bookmark ID:
271ac4b2-3211-48db-910d-094a6fe50b5b