📋 Summary:

The Contact Status Summary bookmark provides a quick overview of customer engagement by categorizing contacts based on their current relationship status with the winery, tracking key metrics like number of paid orders and net sales for the current period. This report is particularly useful for understanding the composition of the winery's customer base, helping teams identify active buyers, potential wine club recruits, and customers who might need re-engagement efforts. Marketing managers and sales teams can use this view to quickly assess customer segments, develop targeted outreach strategies, and prioritize relationship-building activities. Users can easily customize this report by adding additional filters or columns to drill down into specific customer groups or time periods, making it a flexible starting point for deeper customer insight analysis.

This summary was generated by AI.

📁 Public Bookmarks Folder: Business Reports/Customer Summary

📌 Quick Stats:

⚠️ 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 remain intact and will not be overwritten.

✅ No filters applied - this bookmark shows all available data.

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