🏷️ 663 Dimensions across 38 categories

🔢 1573 Measures (calculations)

Segment your data for analysis

Group records by common characteristics

Filter reports to specific subsets

Create hierarchies for drill-down analysis

Allocation Group Name - The Group Name as defined by the Offset Partners CRM

Allocation Name - The month in which the allocation took place (eg. Jan-Allocation)

Allocation Tier - Allocation tier that contact is part of

Bundle Name - The name of the bundle or kit.

Bundle Price - The list price (aka original price) of the bundle (prior to discounts). Often the list price of the bundle does not match the total of the list pri...

Bundle Sku - The unique bundle sku (stock keeping unit) as defined in the CRM. Product Type must be bundle (or kit)

Club Member Shipment ID - Internal ID for club shipments

Club Package ID - Internal ID for club packages

Campaign List - Name of campaign created marketing campaign lists in Enolytics Build Beyond Limits

Campaign List Created Date - The date the marketing campaign list was created in Enolytics Build Beyond Limits

Aggregate Club Name At Time Of Order - This is the name of the aggregate club that the contact was a member of at the time of the order

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 ...

Club Brand - Club Brand that members belonged to in the past or belong to now

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...

Club Name At Time Of Order - This is the name of the club that the contact was a member of at the time of the order

Club Type - Is a mapped** field and indicates whether the club is a customer,industry or other club type.

Is Excluded From Reporting - Indicates whether the club is excluded from reporting (eg. test club)

Allow Ship Early - Indicates whether the club package can be shipped early

Allow to Skip - Indicates whether the club package can be skipped

Club Package Name - The name of the Club Package or Club Release

Club Package Process Date - Date the Club Package was Processed

Club Package Status - Status of the Club Package (active, archived or Planning)

Item Choice - Item Choice nof Club Package

Club Shipment Built Status - Built Status of the club shipment

Club Shipment Fulfillment Status - Fulfillment Status of the Club Shipment

Club Shipment Item Action - Action of item in club shipment (decrease, increase, add-on, removal)

Club Shipment Item Added Product - Added Product Flag for item in club shipment

Club Shipment Item Bottle Size - Bottle Size for item in club shipment

Club Shipment Item Brand - Brand for item in club shipment

Club Shipment Item Display Flag - Display Flag for for item in club shipment (allows to filter out non default items that were not chosen)

Club Shipment Item Is Default - Default flag indicator for item in club shipment

Club Shipment Item Is Non Default - Non Default Flag for item in club shipment

Club Shipment Item Product Type - Product Type of item in club shipment

Club Shipment Item Type - Item type of item in club shipment

Club Shipment Item Varietal - Varietal for item in club shipment

Club Shipment Item Wine Color - Wine Color for item in club shipment

Club Shipment Item Wine Name - Wine Name for item in club shipment

Club Shipment Name - Name of the club shipment the order is associated with. (eg. Spring Club Shipment)

Club Shipment Order Number - Order Number linked to the Club Shipment

Club Shipment Order Status - Order Status of the Club Shipment

Club Shipment Payment Status - Payment Status of Club Shipment

Club Shipment Process Date - Date the Club Shipment was Processed

Club Shipment Processing Status - Processing Status of the Club Shipment (Completed, Pending or Skip)

Club Shipment Product Name - Product Name for item in club shipment

Club Shipment SKU - SKU of Item in Club Shipment

Club Shipment System Note - C7 system not regarding club shipment

Default Qty - Default Qty of SKU in Club Package

Max Qty - Maxiumum Quantity of item in club shipment

Min Qty - Minimum Quantity of deafult item in club shipment

Age Group - The age group of the contact, in groups of 10 years (eg. 21-29, 30-39, 40-49, etc.)

Area Affluence - The affluence of the zip code where the contact resides.(based on census data). Available for US and Canada.

Gender - The gender of the contact based on a first name algorithm

Generation - The generation of the contact (Millennials, Boomers, etc)

Distance To Center Zip - Distance between the center of the contact zip and the center of the center zip (only available as a filter)

Distance in Miles to Center Zip - This is the distance in miles to the center of the Center Zip Code. This can be used, after selecting the center zip, to indicate the distance from...

Key Pattern Insight - Specific actionable insight about this customer based on their patterns, combining multiple data points into a single recommendation. Values: Vario...

Marketing Priority Score - The highest likelihood score across both channel types (website or tasting room) for purchases in next 30 days. Used to prioritize marketing effort...

POS Customer Status - Where they are in their tasting room visit cycle. Values: "Very Overdue" - More than 30 days past their typical purchase time "Overdue" - Past the...

POS Days Until Predicted Order - Days until predicted tasting room visit. Negative means overdue

POS Likelihood Score 30 Days - Probability score (0-100) of a tasting room visit in next 30 days. Values: 0-100 where 80+ is very likely, 60-79 is likely, below 60 is unlikely. e...

POS Pattern Months - Top 3 months for tasting room visits based on historical patterns

POS Predicted Next Order Date - Predicted date for next tasting room visit based on past patterns

POS Visitor Classification - Combines distance from winery, club membership status, and visit frequency to classify tasting room visitors. Values: Club members: "Local/Regiona...

Purchase Readiness Segment - Marketing-friendly classification based on how soon they're likely to purchase. Values: "Hot - Purchase pattern indicates imminent order" (score 8...

Web Customer Status - Classification of where they are in their typical website purchase cycle. Values: "Very Overdue" - More than 30 days past their typical purchase t...

Web Days Until Predicted Order - Days remaining until predicted website order date. Negative values mean they're overdue

Web Likelihood Score 30 Days - Probability score (0-100) that they'll make a website purchase in the next 30 days. Higher scores indicate stronger likelihood. Values: 0-100 where...

Web Pattern Months - The top 3 months when this customer typically makes website purchases (only shows months with strong patterns).

Web Predicted Next Order Date - AI-predicted date for their next website purchase based on past patterns. Uses weighted calculation favoring recent behavior

Age - The age of the contact

Allocation Last Order Date - Date of the contact's last allocation order (order with channel type 'Allocation')

Birth Date - Contact birth date

Birth Date Month - The month the customer was born in.

Birthday - Birthday (Birth date without the year)

Club Last Order Date - Last Date the contact ordered through the Club Channel Type

Club Status - Status field identifying Current Club Member vs Non-Club Member

Company - Contact's company

Contact Active Status - Indicates whether the contact is active

Contact Created Date - Date contact was created

Contact Created Year Month - The Year Month format in which the contact was created.

Contact Dominant Wine Last 12 Months - Wine the contact bought the most of in the last 12 months

Contact Dominant Wine YTD - The wine the contact bought the most of YTD

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 Fifth Order Date - The Contact's fifth order date (excluding reservations)

Contact Fifth Order Type - The Contact's Fifth Order Type (excluding Reservations)

Contact Fourth Order Date - The Contact's fourth order date (excluding reservations)

Contact Fourth Order Type - The Contact's Fourth Order Type (excluding Reservations)

Contact Future Reservation Date - The date that the contact has a future reservation

Contact Last Cancelled Club Name - The contacts last cancelled club name (for past members only)

Contact Last Cancelled Club Sales Associate - The contact's last cancelled club sales associate (past members only)

Contact Last Club Shipment Date - Date of the last club shipment that the contact received.

Contact Last Club Shipment Name - The last club shipment that the contact received.

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.

Contact Risk of Leaving - If the contact is a club member what is the contact's risk of leaving

Contact Second Order Date - The Contact's second order date (excluding reservations)

Contact Second Order Type - The Contact's 2nd Order Type (excluding Reservation)

Contact Second Wine Last 12 Months - Wine the contact bought the second most of in the last 12 months

Contact Second Wine YTD - Wine the contact bought the second most of YTD

Contact Source Code - Field in some CRMs seemingly identify the source (referral or import) of the contact

Contact Third Order Date - The Contact's third order date (excluding reservations)

Contact Third Order Type - The Contact's Third Order Type (excluding Reservations)

Customer Classification - eCellar customer specific field to identify customer type (not the same as a tag or a contact type)

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 nami...

Days Till Contact Future Reservation - Number of Days till the Contacts next reservation (based on actual reservation data - not based on machine learning)

Days Until Contact Next Club Anniversary - Days Until the Contact's Next Club Anniversary. When in multiple clubs it will only show the next one. Only for active and on hold clubs.

Email Domain - Email Domain of the email address (part of email address after the @ symbol)

First Name - Contact first name as defined in the contacts table

First Signed Up Date - Timezone adjusted date indicating the first time the contact signed up for a club

Full Name - The contatenation of the first name and the last name as defined in the contacts table.

Is Current Club Member - Indicates that the contact is a current club member

Is Guest Account - Indicates that the order was not linked to an actual contact but rather was a 'guest account' order and therefore will be used in the calculation o...

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...

Last Signed Up Club Name - The Last Club the contact signed up for

Last Signed Up Club Sales Associate - The sales associate credited for the last club the contact signed up for

Last Signed Up Club Signup Date - The signup date of the last club the contact signed up for

Last Signed up Club Membership Status - The membership status of the last club the contact signed up for

Members of Club Brand - when selected it will filter to all contacts who are currently members of the Club Brand

Months As Contact - Number of months since the contact was added to the CRM.

POS Last Order Date - Last Date the contact ordered through the Tasting Room Channel Type

System Source - Identifies which system originally created this contact record

Website Last Order Date - Last Date the contact ordered through the Website Channel Type

City - Contact's city (residing/billing address)

Contact Address - Contact's street address

Contact Address 2 - Contact's street address 2 (eg. PO Box or Suite)

Contact Country - Contact's abbreviated country code (residing/billing address)

Contact County - The county the contact is living in (based on the zip code lookup of the census data)

Contact Region - Assigns the contact to one of four regions: US, CA, AU or international.

Contact State - Contact's abbreviated state code (residing/billing address)

Contact Zip Code - Contact's zip code or postal code (residing/billing address)

Large Metro Area - The major metro area the contact is living in (based on the zip code lookup of the census data)

Small Metro Area - The small metro area the contact is living in (based on the zip code lookup of the census data)

Contact Note Date - Date the contact note was created

Contact Note Date Time - The date and the time the contact note was created

Contact Note Made By - Name of the Sales Associate who made the contact note

Address Check - Flag indicating whether the contact has a zip code

Birth Date Check - Flag indicating whether the birth_date is stastically correct ('Valid' or 'Invalid')

Contact has duplicate address - Another customer likely has the same address

Contact has duplicate email - We found duplicate emails for the contact

Contact has duplicate phone - Another Contact likely has the same phone number

Email Check - Check indicating the validaty of the email address (bad format, missing, etc.)

Has Missing Address - Flag indicating that the contact record is missing the street address

Has Missing Birthdate - Flag indicating that the contact record is missing the birth date

Has Missing City - Flag indicating that the contact record is missing the city

Has Missing Email - Flag indicating that the contact record is missing the email

Has Missing Phone - Flag indicating that the contact record is missing the phone number

Has Missing State - Flag indicating that the contact record is missing the state

Name Check - Flag indicating whether the full name is complete ('OK) or whether either first and/or last name are missing ('Missing')

Phone Check - Flag indicating whether the phone number is valid according to NANP standards.

Days Since RFM Risk Change - Number of Days since RFM status changed

Historical RFM Category - RFM category on date of change

Previous RFM Category - We keep track of the previous status of RFM so we can indicate to the user from what rfm category the consumer moved to.

RFM Change Date - Date that the RFM category changed.

RFM Status Change - Status indicating from which previous rfm status to which new rfm status the consumer moved from.

Allocation First Order Date - Date of first allocation/special release purchase

Average FM Score - Average of the f_score and the m_score

Avg Days Between Allocation Orders - Average interval between allocation purchases for customers with 3+ allocation orders

Avg Days Between Club Orders - The average number of days between club shipments for customers with 3+ club orders. This helps identify their typical club shipment frequency.

Avg Days Between POS Orders - Average interval between tasting room visits for customers with 3+ purchases. Helps identify visit patterns.

Avg Days Between Web Orders - Average days between website purchases for customers with 3+ web orders

Buyer Profile - Indicates last time since customer ordered from wineriy. Last 3 months, 4-6 months, etc... is translated to '3 Month Buyer', ' 6 Month Buyer', etc.

Club First Order Date - Date of the First Club Order

Completed Paid Allocation Orders - Total allocation orders paid (minus refunds)

Completed Paid Club Orders - Total count of club shipments that were successfully paid for. This subtracts any refunded club orders from the total.

Completed Paid POS Orders - Total count of tasting room purchases (minus any refunds).

Completed Paid Web Orders - Total website orders successfully paid (excludes refunds)

Contact First Order Date - First valid order date for the contact (where the payment status ='Paid' or transaction is completed)

Contact Initial Associate - The sales associate who processed the first order for the contact.

Contact Initial Order Type - The initial channel/order type used by the contact for their first order with the winery.

Contact Last Order Date - Last valid order date for the contact (where the payment status ='Paid' or transaction is completed)

Contact Loyalty Points - Total Loyalty Points Customer currently has

Contact Loyalty Tier - Loyalty Tier customer is currently assigned to

Contact Metadata1 - The value of the metadata input.

Contact Metadata10 - The value of the metadata input.

Contact Metadata2 - The value of the metadata input.

Contact Metadata3 - The value of the metadata input.

Contact Metadata4 - The value of the metadata input.

Contact Metadata5 - The value of the metadata input.

Contact Metadata6 - The value of the metadata input.

Contact Metadata7 - The value of the metadata input.

Contact Metadata8 - The value of the metadata input.

Contact Metadata9 - The value of the metadata input.

Contact Months Since First Order - Number of months since the contact's first order.

Contact Months Since Last Order - Number of months since the contact's last order.

Contact Referral Code - The referral code for the contact as defined in the CRM

Contact Referral Note - The referral note for the contact as defined in the CRM

Contact Referral Source - The referral source for the contact as defined in the CRM

Contact Status - Indicates the current overal status of the contact (Club Member, first time buyer, repeat buyer, etc.)

Contact Time Zone - The time zone based on the zip code where the contact resides.

Contact Type - A contact type or customer tag (nomenclature depends on the CRM) is used to create and identify customized groupings of customers that can be used ...

Customer Type - Identifies a prospect vs a Legacy Customer and an active customer

Days Between First Last Allocation Order - Span between first and last allocation purchase

Days Between First Last Club Order - The total span of time (in days) between a customer's first club shipment and their most recent club shipment. This shows how long they've been act...

Days Between First Last POS Order - The span of time between their first and most recent tasting room purchases. Shows how long they've been a tasting room customer.

Days Between First Last Web Order - Time span between first and most recent website order

Days Since Contact Created - Days since the contact was created in the CRM

Days Since Contact First Order - span in days till the contacts first order

Days Since Contact Last Allocation Order - Number of Days since the contact's last allocation order (order with channel type 'Allocation')

Days Since Contact Last Club Order - Days Since the Contacts Last Club Order

Days Since Contact Last Order - Days since the contacts last order (any channel)

Days Since Contact Last POS Order - Days Since the Contact's Last Tasting Room Order

Days Since Contact Last Website Order - Days Since the Contact's Last Website Order

Days Since First Allocation Order - Days since first allocation purchase

Days Since First Club Order - Days elapsed since first club order

Days Since First POS Order - How many days have passed since their first tasting room visit where they made a purchase.

Days Since First Web Order - Days elapsed since their first website purchase

Days Since Last Cancelled Date - Days since the contact last cancelled their club membership

Days Until Contact Birthday - Number of days, in the future, till the Contacts Birthdate.

Detailed Club Status - Details regarding the contact's current membership. This will be one of the following statuses: Current, Past or Never.

Distance To Winery - The rounded distance between the winery and the center of the zip code where the contact resides.. This is in ranges of 10 miles for the first 200 ...

Dominant Varietal - Varietal that the contact consumes most

Dominant Wine - Wine the contact consumes the most of

Email Marketing Status - Contact's email marketing status as tracked by the CRM. This will likely be a set list of options like (but not limited to):\n- Subscribed\n- Unsub...

Email Type - Identifies whether the email address is a personal or company email address, or a fake email address (noemail.com,missingemail.com)

F Score - RFM Frequency Score

Last 2 Years Value - Net Sales for the past 2 years for the contact

Last Cancelled Date - If the contact is no longer a club member, what is the last cancelled date for any membership

Lifetime Value - Used in temporary tables as a calculation of the net sales life time value of the customer. Used in RFM calculations

M Score - RFM Monetary Score

Order Count Last 2 Years - Number of orders placed by the contact in the past 2 years (paid orders minus refunds)

Order Count Life Time Value - This is the total orders the contact ever had in their lifetime with the winery

POS First Order Date - The date of the customer's first purchase made at your tasting room

POS Total Orders - Total count of tasting room purchases

R Score - RFM Recency Score

RFM Category - Category associated with the RFM score

RFM Score - Overall RFM Score

RFM Segment - Aggregated segment associated with RFM score.

Second Varietal - Varietal the contact consumes the 2nd most of

Second Wine - Wine the contact consumes the second most of

Tenure In Months - Number of months since the contact's signed up for a club membership.

Tenure Range - If the contact is a current member, what tenure range is the contact part of? Values are (< 2 years, 2-5 years, 5-10 years, 10-20 years and 20+ years)

Varietal Preference - Varietal Preference Type for the contact (eg. Lover, Enthusiast, Mixed Varietal Drinker, etc.)

Web First Order Date - Date of their first purchase made through your website

Web Total Orders - Count of all website orders for this customer. Used for purchase pattern analysis

Wine Name Preference - Wine Name Preference Type for the contact (eg. Lover, Enthusiast, Mixed Wine Drinker, etc.)

Gift Card Used Date - Day on which the gift card was used

Current Balance On Gift Card - The current balance on the gift card

Expiration Status - Indicates whether the gift card has expired or not.

Gift Card Age In Months - Age in months since the gift card was sold.

Gift Card Balance Status - Indicates the redemption level of the gift card: ""Never Used", "Partially Used" ,"Fully Redeemed"

Gift Card Bought On Order Number - The order number the gift card was bought on

Gift Card Code - The code on the gift card

Gift Card Expiration Date - Timezone adjusted date when the gift card expires

Gift Card From Name - The Name in the From Field when a gift card is gifted

Gift Card Name - Name of the gift card (eg. $100 gift card)

Gift Card Notes - Note associated with the gift card

Gift Card Number - The unique number of the gift card. Often those numbers are sequential. This is a way to identify the giftcard.

Gift Card Recipient Email - Email of the person receiving the gift card

Gift Card Sold Date - The date the gift card was sold by the winery or bought by the consumer.

Gift Card Status - The status of the gift card (eg. active or not active)

Gift Card Type - Indicates the type of gift card (eg. virtual vs. physical)

Spent Balance On Gift Card - The used amount on the gift card.

Starting Balance On Gift Card - The starting balance on the gift card

Contact Corporate Industry - Industtry the contact works in deduced from the email address.

Contact Days with 3+ Gifts - The number of distinct dates within the past 5 years when a customer placed 3 or more gift orders on the same day, identifying bulk corporate gifti...

Contact Days with 5+ Gifts - The number of distinct dates within the past 5 years when a customer placed 5 or more gift orders on the same day, identifying bulk corporate gifti...

Contact Gift Order Percentage - The percentage of a customer's non-club orders that are identified as gifts, indicating their propensity to purchase for others versus themselves.

Contact Gifting Recommended Action - A specific marketing or sales strategy suggestion for each contact based on their gifting history and potential (e.g., "Introduce corporate gifting...

Contact Gifting Segment - A categorization of contacts based on their actual gifting behavior (corporate gifter, personal gifter, potential gifter, non-gifter) to identify o...

Contact Gifting Type - A detailed classification of gifting behavior patterns (high-volume corporate, frequent personal, occasional, emerging, etc.) to understand the fre...

Contact High Volume Gift Dates - A list of specific dates and gift quantities (e.g., "2024-12-15 (8 gifts), 2024-07-04 (6 gifts)") showing when a customer placed 3 or more gift ord...

Contact Max Gifts Single Day - The highest number of gift orders a customer has placed on a single day within the past 5 years, indicating their maximum bulk-gifting capacity.

Contact Total Gift Orders - The total number of orders identified as gifts (based on different billing/shipping names and zip codes) over the past 5 years

Corporate Gift Score - A 0-100 rating predicting corporate gifting potential based on company email domain and industry, with financial/legal/consulting firms scoring hig...

Corporate Gift Tier - A categorization of corporate accounts into gifting segments (Premium, High-Value, Medium, etc.) based on their gift score to prioritize sales and ...

Corporate Gifting Account Priority Notes - A simple priority ranking (high-value, strong potential, standard, limited budget) that guides sales teams on which accounts to focus on based on t...

Corporate Gifting Purpose Segment - A classification of contacts by their typical gifting occasion (deal closing, employee recognition, holiday programs, etc.) to tailor marketing mes...

Days Since Last Gift - The number of days elapsed since a customer's most recent gift order, helping identify whether they're an active gifter or need re-engagement.

First Gift Year - First Year with gifts

Gift Consistency Ratio - Ratio of active gift years to potential years

Gift Months with Counts - Shows months ordered by how frequently gifts are sent in each month, but includes the count of gifts in parentheses (e.g., "December (5), November ...

Gift Months with Counts - Shows months ordered by how frequently gifts are sent in each month, but includes the count of gifts in parentheses (e.g., "December (5), November ...

Gift Readiness Score - Score 0-100 for non-gifters indicating gift potential. Based on 40% industry score, 30% customer quality, 30% engagement

Gift Years List - Comma-separated list of all years with gifts

Last Gift Year - Most recent year with gifts

Lifetime Gift Value - Total revenue from gift orders

Most Popular Gift Months - Shows months ordered by how frequently gifts are sent in each month (e.g., "December, November, October, June")

Years As Gifter - Number of distinct years with gift orders

Inventory Pool - The name of the physical inventory location, aka inventory pool (eg. warehouse, tasting room)

Active Flag - Flag: if 1 indicating that membership was active on date

Cancelled Flag - Flag: if 1 indicating date of cancellation

Last Day of Membership Month - Flag to indicate this is the last day of the memberrship month. This will help filter total members all time to the last day of the month.

Last Day of Membership Quarter - Flag to indicate this is the last day of the memberrship quarter. This will help filter total members all time to the last day of the quarter.

Last Day of Membership Year - Flag to indicate this is the last day of the calendar. This will help filter total members all time to the last day of the calendar year.

Membership Date - Date of Membership Activity

Membership Month - The month (without year) the membership activity occurred in

Membership Month Name - The Month Name (without year) the membership activity occurred in

Membership Quarter - The quarter (without year) the membership activity occurred in

Membership Year - The year that has the membership activity

Membership Year Month - combination of year and month that the memberrship activity happened

Membership Year Month Name - The Month Name (including the year) the membership activity occurred in

Membership Year Quarter - The Quarter (including the year) the membership activity occurred in

On Hold Flag - Flag: if 1 indicating membership was on hold on date

Signed Up Flag - Flag: if 1 indicating date of sign up

Switched Away Flag - Flag: if 1 indicating date that contact switched to another club

Switched To Flag - Flag: if 1 indicating date that contact swiched from another club

Cancellation Comments - Additional comment on why the contact cancelled their membership.

Cancellation Reason - The reason the member cancelled their membership.

Cancelled Date - Date the membership was cancelled on

Club Membership Status - The current membership status. This will likely be one of the following statuses: Active, On Hold, or Cancelled.

Club Memberships MetaData10 - The value of the metadata input.

Club Memberships Metadata1 - The value of the metadata input.

Club Memberships Metadata2 - The value of the metadata input.

Club Memberships Metadata3 - The value of the metadata input.

Club Memberships Metadata4 - The value of the metadata input.

Club Memberships Metadata5 - The value of the metadata input.

Club Memberships Metadata6 - The value of the metadata input.

Club Memberships Metadata7 - The value of the metadata input.

Club Memberships Metadata8 - The value of the metadata input.

Club Memberships Metadata9 - The value of the metadata input.

Club Pickup Location - Default Location that the member is picking up their club orders

Club Ship Type - Indicates whether the member plans to pick up their club order or whether the need it shipped.\n**Origin: Assigned**

Club Source Code - The source where the club sign up originated from. Many CRMs do not have this field. Others have it as a free text. We are just passing it through.

Final Cancelled Date - Cancellation Date

Initial Signed Up Date - Timezone adjusted date for initial_signed_up_at

Initial Signed Up Month - Month (in integer format for sorting purposes) that the member signed up for the membership

Initial Signed Up Month Name - Month (without year) that the member signed up for initial the membership. meaning, if the customer switched memberships, this is the sign up month...

Is Future Cancellation - Flag indicating that the club membership has a future cancellation date. Used in daily our reporting.

Is Future On Hold - Flag indicating that the club membership has a future on hold date. Used in daily our reporting.

Is Switch - Indicates whether the club record was part of a switch, meaning a club member cancelled a club and signed up for a new one within a 3 day date range.

Membership Type - If applicable, this parameter distinguishes between Traditional Clubs and Subscription Clubs

On Hold Ended Date - Date Membership On Hold End

On Hold Reason - The reason the contact has requested to be put on hold.

On Hold Started Date - Date Membership On Hold Started

Rejoined Membership - Indicates whether this is rejoined membership, meaning the customer had a membership in the past (not a switch) and now rejoined another club.

Signed Up Date - Member Sign Up Date

Subscription Frequency - Subscription clubs are different from traditional wine clubs and have additional fields. Not every CRM supports subscription clubs. This indicates ...

Subscription Next Process Date - Subscription clubs are different from traditional wine clubs and have additional fields. Not every CRM supports subscription clubs. This shows the ...

Switched from Club - The club the contact switched from

Terminated Club Membership In Months - When the membership is no longer active (or on hold), meaning cancelled, it indicates the number of months the membership lasted in total.

Affluence Ratio - adjustment of club risk based on area of affluence

Aggregated Risk Factor - combination of all risk factors combined (club risk, gender risk, affluence risk, generation risk, ex club channel risk and rfm factor)

Club Ratio - Adjustment of club risk based on club (non weighted)

Club Risk Factor - This is a weighted overage for the club risk based on club journey, gender, affluence, generation and switch

Gender Ratio - Adjustment of club risk based on gender

Generation Ratio - Adjustment of club risk based on generation\n**Origin: Calculated**

Outside Club Risk Factor - Risk factor based on whether the member has bought in channels outside the club

RFM Risk Factor - Risk factor based on RFM

Risk Of Leaving - Identifies in human terms the risk of the membership of leaving the club (new, low, average, high and very high)

Switch Ratio - Adjustment of club risk based on whether membership is a switch. If it is set multiplier to 0.75 instead of 1

Days Since Membership Risk Change - How many days since the membership at risk status changed

Historical Risk Of Leaving - The risk of leaving status on the day it was changed

Previous Risk Of Leaving - **Origin: Calculated**\nThe previous status of risk of leaving

Risk Change Date - The date of the risk of leaving status change

Risk Status Change - The change of the 'previous' status to the 'historical' risk of leaving status. This will indicate both statuses in one field.

Coupon Code - The code of the coupon used for discounting the order items or shipping. Is not always filled in.

Coupon Name - The name of the coupon used for discounting the order items or shipping.

Coupon Product Value - The total value of the coupon for any product discounts (does not include shipping discounts)

Coupon Shipping Value - The total value of the coupon for any shipping discounts (does not include product/order item discounts)

Coupon Total Value - The total value of the coupon for both order items/product and shipping combined. This is the sum of the coupon_product_value and the coupon-shippp...

Discount Type - The type of discount. coupon vs. promotion.

Completed Fiscal Year - Fiscal Year as a number (if fiscal year starts before July, then use current year otherwise it will be next year)

Fiscal Month Number - Month Number in fiscal year

Fiscal Quarter Number - Fiscal Quarter Number within fiscal year

Fiscal Year Month - Fiscal Year and Month combination

Fiscal Year Month Name - Combination of fiscal year and month name

Fiscal Year Name - Name of the Fiscal Year (combination of overlapping years)

Fiscal year Quarter - Fiscal Year Quarter combination

$0 Order - The net sales/subtotal of the order is $0 and will be excluded from most KPIs.

Aggregated Order Club Name - Aggregated name (aka. Main name) for the club that was linked to the order.

Bottles In Order - The total number of bottles that made up the order. These are any size bottles (not recalculated to 750ml bottles)

Channel - This is a mapped field, where we map the order type to an aggregated channel (eg. iPad and Mobile both can map to channel POS.)

Channel Group - Mapped field that aggregates channels into customer-specified groupings for standardized reporting.

Channel Location - A hybrid that combines pos_profile and channel. For Tasting Room orders with a valid POS profile, this shows the pos_profile. For all other orders ...

Channel Type - This is a mapped field and is an enolytics ENUM. (eg. Club, Tasting Room or Website)

Club Shipment Name - Name of the club shipment the order is associated with. (eg. Spring Club Shipment)

Completed Date - This is the to local time zone converted date of the order_completed_at (UTC timestamp)

Completed Date/Time - This is the to local time zone converted date time of the order_completed_at (UTC timestamp)

Completed Day of Week Sorted - Formatted Day of Week in a way that you can easily sort

Completed Day of the Week - The day of the week the order was placed

Completed Hour - This is hour in local time zone of the order_completed_date

Completed Hour AM/PM - This is the AM/PM representation of in local time zone of the order_completed_date

Completed Month - Month (excluding year) that order was completed in

Completed Month Name - Month (formatted as Jan,Feb,...) the order was completed in.

Completed Quarter - Quarter (excluding year) that order was completed in

Completed Week - The week number of the orders

Completed Year - Year the order was completed in

Completed Year Month - Year and Month in YYYY-MM format

Completed Year Month Name - The Year and Month (formatted as 2024-Sep) the order was completed in.

Completed Year Quarter - The Year and Quarter the order occured in

Corporate Order Number - The number of the corporate order.

Division - Internal brand/company where the order originated at (mainly used by eCellar)

External Vendor - If the order was created via API, the name of the external vendor.

Gift Message - The gift message included with the order.

Has Cost Of Goods - The line item has a cost of goods (and therefore will be used in margin calculations)

Is 0 Dollar Item - The net sales/subtotal of the order item is $0.

Is Completed 0 Dollar Order - Is an order where payment status is 'Paid', 'External' or 'Refunded' and order status is 'Completed' and order is a $0 order

Is Completed Non 0 Dollar Order - Is an order where payment status is 'Paid', 'External' or 'Refunded' and order status is 'Completed' and order is not a $0 order

Is Completed Order - Is an order where payment status is 'Paid', 'External' or 'Refunded' and order status is 'Completed'

Is External Order - The order is an order created by an external system or through a migration.

Is Last Order - Flag that indicates whether this the order is the last order the customer placed. Allows you to easily see all the customer last orders.

Is Wine Order - Flag to indicate whether the order has wine product types in it.

Item Aggregated Department - Aggregated Department as it exists in the Order Items Table

Item Department - Department as it exists in the order item table

Item Department Type - Department Type as it exists in the Order Items Table

Item Name - The name of the product as it appeared on the order (could be different from the actual product name)

Item SKU - The unique product sku (stock keeping unit) as defined in the CRM

Item Tax Type - Item Tax Type (not supported by all CRMs)

Item Wine Name - This is a automatically rendered field or mapped field. By default we will take the item name/product name and remove the vintage, unless the custo...

Order Club Name - Name of the club linked to the club order. that way we can link the revenue to that specific club.

Order Club Package - Club Package to which the order is linked (not supported by all CRMs)

Order Day of Year - Order Day Number of the year (eg. Feb 6th is the 37th day of the year)

Order Delivery Method - The order delivery method indicates whether the order was shipped or if it was picked up (obvious values are Pickup, Ship or Carry Out)

Order Duration In Minutes - The total time it took to process an order. from the time the order was created to the time the order was completed. The expression is TIMESTAMP_DI...

Order Has Crv - Indicates whether the order is subject to California Redemption Tax. Each CRM handles this in their own way. so this is something we will have to d...

Order Notes - Notes specific to the order. Eg. shipping or pickup instructions...

Order Number - The actual order number of the order (normally represented in numeric format but we will use it as a string)

Order Sequence - Sequential Order number per customer (excluding reservations)

Order Status - Indicates the status of the order, likely something like Paid or Completed. We will use this status on several occassions to standardize on the ord...

Order Submitted Date - This is the to local time zone converted date of the order_submitted_at (UTC timestamp)

Order Tax Sales Type - Tax Sales Type of the Order (not supported by all DTC systems)

Order Type - The order_type is the channel or order type the transaction happened in. Order Type is the lowest level of the transaction channel. Commerce7 has l...

Original Price - The List (retail) price of the item, as written by the CRM at the time the order was completed. This normally is the value of the product_price at ...

POS Profile - C7 POS Profile

Payment Status - Indicates the status of the payment likely something like Paid, Authorized or Cancelled. We will use this status on several occassions to standardi...

Pending Reservation Date - Timezone ajdusted date of future reservation

Picked Up Date - Date Order was Picked Up

Pickup Location - The location where the order was picked up or will be picked up.

Previous Order Number - If the order was amended, this is the order number of the original order.

Quantity - The quantity of the item/sku in the order.

Recurring Order Date - Represents the "Month-Day Format", "Yearless Date", or simply "Day of Year without Year" for the Order Completed Date

Refund Order Number - This field indicates the refund order number the original order was refunded against. This will help you identify the order number of the refund.

Reverse Order Sequence - Show the reverse order sequence. Meaning the last order will be '1', 2nd last order will be '2', etc... this allows you to easily get the 2nd last ...

Sales Attribute - This is a WineDirect specific field. Sales attribute are discreet dropdown values helping to categorize the order. It is not often used.

Sold Price - The price at which the item was sold, after discounts.

Sold Price (Rounded to $1) - Price at which the product was sold, rounded to the closest $1.

Sold Price (Rounded to $10) - Price at which the product was sold, rounded to the closest $10

Sold Price (Rounded to $2) - Price at which the product was sold, rounded to the closest $2.

Sold Price (Rounded to $5) - Price at which the product was sold, rounded to the closest $5.

Tax Country - Abbreviated code for the country the taxes need to be paid to.

Tax State - Abbreviated code for the state the taxes need to be paid to.

Tax Total - This is the total taxes charged to the customer for this order. Not all CRM vendors provide tax information at the line item level (eg. Classic Win...

Tax Vendor - Vendor handling the taxes (e.g Avalara)

Transaction Type - Identifies the type of purchase or transaction. Eg. Refund, Regular, Corporate Order, Pickup To Ship, or Exchange (these are the Commerce7 enums). ...

Week Day of Month - Indicates whether this is the first, second, third, etc... weekday of the month (eg. first saturday of May or 3rd Wednesday of July)

Weekday of Month Sortkey - This key will help sort the weekday of months sequentially in your reports. "1st Mon of Jan" would be "01011" (January + 1st occurrence + Monday [1])

Weight - This is the weight of the item used for shipping calculations.

Club Status At Time Of Order - Indicates the contact's club membership status at the time of the order. Defined through a case statement. (Member, Non-Member)

Detailed Club Status At Time Of Order - Indicates the contact's detailed club membership status at the time of the order. Defined through a case statement. (Active, Before joining, After ...

Is Linked To Tasting - Flag to indicate the contact had a tasting the same day they placed the order

Is Part Of Bundle - The line item is part of a bundle but was deconstructed/reconstructed.

Is Pending Pickup - The order is a pickup order but has not been picked up yet by the customer.

Is Pickup Order - The order delivery method is pickup by the customer

Is Price Override - Flag to indicates the order has price overrides (discounts without coupons or promotions)

Item Has Price Override - Identifier to indicate whether the price for line time in the order has been lowered without using a discount coupon or specific discount code. The...

Order As Gift - Flag to indicate order is likely a gift

Order Membership Category - Classification of the Membership Status at the time of the order. It is different from member status at time of order because it identifies if the ...

Order Metadata1 - The value of the metadata input.

Order Metadata10 - The value of the metadata input.

Order Metadata2 - The value of the metadata input.

Order Metadata3 - The value of the metadata input.

Order Metadata4 - The value of the metadata input.

Order Metadata5 - The value of the metadata input.

Order Metadata6 - The value of the metadata input.

Order Metadata7 - The value of the metadata input.

Order Metadata8 - The value of the metadata input.

Order Metadata9 - The value of the metadata input.

Order Source - Indicates whether the order was created internally by the CRM or if it was created by an external source like TOCK or imported through the API as p...

Order Tag - The tag attached to the order. An order can have many tags attached to it. Tags are used to segment data, which can then be used as a segmenting to...

Order Total - This is the total amount of the order, including shipping, taxes, and deposits charged to the customer for this order. It does not include tips.

Fulfillment 1 Date - First Fulfillment Date for the Order (not supported by all CRMs)

Fulfillment 1 Tracking Number - First Tracking Number for the order (not supported by all CRMs)

Fulfillment 1 Type - First Fulfillment Type for the Order (not supported by all CRMs)

Fulfillment Date - Date on which the order was fufilled.

Item Quantity Fulfilled - Order Item quantity fulfilled (not supported by all CRMs)

Ship To Address - The address the order is being shipped to

Ship To Birth Date - Birth date of person shipment is being sent to

Ship To City - City of person shipment is being sent to

Ship To Company - Company of person shipment is being sent to

Ship To Country - Abbreviated country code of person shipment is being sent to

Ship To County - County the order is being shipped to (aka. Tax County)

Ship To First Name - First name of person shipment is being sent to

Ship To Full Name - Full Name of the contact to ship to.

Ship To Last Name - Last name of person shipment is being sent to

Ship To Phone - Phone number of person shipment is being sent to

Ship To State - Abbreviated state code of person shipment is being sent to

Ship To Zip Code - Zip code of person shipment is being sent to

Shipped Date - Timezone adjusted date when the order was shipped

Shipping Service - That shipping service is being used (Fedex, UPS)

Shipping Status - The status of the fulfillment of the order. likely values are Fulfilled, Not Fulfilled, Partially Fulfilled, or No Fulfillment Required.

Tracking Number - The tracking number for the package from the shipping service/carrier

Alcohol Percentage - The alcohol percentage of the wine

Appellation - The appellation (aka AVA) where the base materials (eg. grapes) for the product originated from

Bottles In Case - The number of bottles in a 9L equivalent case. We will calculate this as often CRMs do not provide this.

Bottling Time Frame - The date/time frame the product was bottled.

Product Metadata1 - The value of the metadata input.

Product Metadata10 - The value of the metadata input.

Product Metadata2 - The value of the metadata input.

Product Metadata3 - The value of the metadata input.

Product Metadata4 - The value of the metadata input.

Product Metadata5 - The value of the metadata input.

Product Metadata6 - The value of the metadata input.

Product Metadata7 - The value of the metadata input.

Product Metadata8 - The value of the metadata input.

Product Metadata9 - The value of the metadata input.

Product Region - The name of the product as it appeared on the order (could be different from the actual product name)

Varietal - This is the varietal of the wine. Examples are: Cabernet Sauvignon, Pinot Noir, Chardonnay, etc. Commerce7 has these values as Enums, while Classic...

Vintage - This is the vintage of the product.

Volume In Ml - The volume of the bottle in ml. This needs to be a FLOAT64 and will be used to help us calculate the number of 9L equivalent cases.

Winery Country - The country where the winery is located. Comes from mapping.

Aggregated Department - This is a mapped field in the configuration mapping and allows for departments to be mapped to an aggregate department. (aka, Main Department)

Avalara Brand - The brand of the product for the Avalara report

Brand - This is the brand of the product. A winery mayhave several brands and those should get populated via the vendor or brand field.

Cost Of Goods - The actual cost to produce the product

Days Since Wine Last Ordered - Number of Days since the last time this wine was ordered

Department - Departments serve as broad categories to help organize Products internally, mainly for accounting purposes and to be displayed in Reports. We use d...

Department Type - This is an Enolytics ENUM and configured in Mapping. Tasting and Glass Pours are the 2 most important values. 'Tasting' will display all skus in th...

Is Active Product - Flag indicating whether a product is active or not

Is Legacy Product - Flag to indicate wether a product is a legacy product, meaning that the product is found in the order items table but does not exist in the CRM pro...

Length of Release in Days - The difference between the first and last ordered date of a sku that has product type ='Wine'

Product Created Date - Date Product was created

Product First Ordered Date - The date the product was first ordered.

Product Last Ordered Date - The date the product was last ordered.

Product Name - The name of the product as defined in the CRM

Product Price - The list price (aka original price) of the product (prior to discounts)

Product Reporting Group - This is the aggregate name of a group of products defined in the Wine Mapping. It is the highest level of product aggregation.

Product Type - The product type of the product. This will be very important going forward as we will need to distinguish between wine, bundles and non-wine types....

SKU - The unique product sku (stock keeping unit) as defined in the CRM

Sub Department - Sub department. Is not available for all CRMs.

Wine First Ordered Date - The date of the first time this wine name (not sku) was ordered

Wine Last Ordered Date - The date of the last time this wine name (not sku) was ordered

Wine Name - This is a automatically rendered field or mapped field. By default we will take the item name/product name and remove the vintage, unless the custo...

Wine Tenure In Years - The time in years between the first and last ordered date of the wine

Wine Type - This is the color/type of the wine. Typically Red, White, Sparkling or Ros\u00e9. Commerce7 has these values as Enums, while Classic WineDirect has...

Brand Check - flag indicating whether a wine is missing a brand in it's configuration

Department Check - Flag indicating whether a wine is missing a department in their configuration

Varietal Check - Flag indicating whether a wine is missing a varietal in their configuration

Vintage Check - Flag indicating whether a wine is missing a varietal in their configuration

Volume Check - Flag indicating whether a wine is missing a bottle size in their configuration

Wine Type Check - Flag indicating whether a wine is missing a varietal in their configuration

Booking Lead Time Category - Booking window category. Values: 'Same Day', '1-7 Days', '8-30 Days', '30+ Days'.

Booking Lead Time Days - Number of days between booking and reservation date

Guest Notes - Internal notes about the guest

Guest Provided Order Notes - Special requests from the guest

Hosting Staff - Staff member assigned to the reservation

Reservation Booked Date - When the reservation was made

Reservation Date - reservation_date: The date when the reservation occurred or is scheduled to occur.

Reservation Day Type - Whether the reservation is on a 'Weekend' or 'Weekday'

Reservation Day of Week Number - Reservation Day as a number (1=Sunday, 7=Saturday)

Reservation Day of the Week - The reservation day name (Monday, Tuesday, etc.)

Reservation Experience - The type of tasting or experience booked

Reservation Gratuities - Tips received

Reservation Guest Count - This is Commerce7 specific and provides additional data on an order that has been linked to a reservation. it provides the guest count for the rese...

Reservation Guest Type - Whether this is a 'First Visit' or 'Returning Guest'

Reservation Month - The reservation month number (1-12)

Reservation Month Name - Reservation The month abbreviated (Jan, Feb, etc.)

Reservation Non Taster Count - Additional guests not participating in the tasting

Reservation Number - Unique reservation identifier from the source system, may be suffixed with source indicator. (eg. TCK for Tock)

Reservation Paid Date - When reservation payment was received

Reservation Paid Type - Whether the visit was 'Paid Reservation' or 'Comped Reservation'

Reservation Party Size Category - Party size grouping. Values: 'Solo' (1), 'Couple' (2), 'Small Group' (3-4), 'Medium Group' (5-8), 'Large Group' (9+)

Reservation Payment Made - Amount already paid

Reservation Payment Outstanding - Amount still owed

Reservation Payment Status - Whether payment is complete. Values: 'Paid', 'Pending', or blank

Reservation People Present - How many people actually attended the visit

Reservation Price - Total price for the reservation

Reservation Quarter - The quarter of the year (1-4).

Reservation Revenue Per Person - Average price per taster

Reservation Source - Where the booking came from (e.g., 'Tock-Direct', 'C7 reservations', 'eCellar Reservations')

Reservation Status - Current state of the booking. Values: 'Reserved', 'Closed Out', 'Cancelled', 'Paid' (no-show), 'Unknown'

Reservation Supplements - Add-ons or additional items included

Reservation Taster Count - Number of people participating in the tasting

Reservation Time Slot Category - Time of day category. Values: 'Morning' (before noon), 'Afternoon' (noon-5pm), 'Evening' (after 5pm)

Reservation Timing - Whether the reservation is 'Past Reservation' or 'Future Reservation' relative to today

Reservation Week Number - Reservation Week number of the year (1-52)

Reservation Year - The year of the reservation (e.g., 2024).

Reservation Year Month - Reservation Year and month combined (e.g., 2024-3)

Reservation Year Month Name - Reservation Year and month name combined (e.g., 2024-Mar)

Reservation Year Quarter - Reservation Year and quarter combined (e.g., 2024-Q1)

Tables - Table or area assignment

Visit Notes - Notes recorded during or after the visit

Sales Associate - The sales associate responsible for the membership sign up or the sale

Amount Tendered - Order amount paid via the payment gateway, does not include the tip_tendered

CC Auth Code - Authorization code passed by the the payment gateway. This should be regardless of which payment gateway.

CC Expiration Month - The expiration month of the credit card. Cast it as an INT64, that way we can mark the card as expired based on the expiration month and year.

CC Expiration Year - The expiration year of the credit card. Cast it as an INT64, that way we can mark the card as expired based on the expiration month and year.

Card Brand - The brand of the credit card used for payment. (Visa, Amex, Mastercard, etc.)

Card Holder Name - The name of the owner of the credit card used for payment.

Charge Status - The status of charge that occured. These are enums like: Success, Failed, Pending, Cancelled, Waiting

Charge Type - The type of charge that occured. These are enums like: Sale, PreAuth, Cancel, Refund.

Gift Card Amount Tendered - Order amount paid with the gift card

Gift Card Name - Name of the gift card (eg. $100 gift card)

Gift Card Number - The unique number of the gift card. Often those numbers are sequential. This is a way to identify the giftcard.

Loyalty Points Redeemed - The amount of loyalty points redeemed while paying for the order.

Masked Card Number - The credit card number with all but the last 4 digits masked out.

Payment Date - Date the tender was processed.

Payment Gateway - The payment gateway use for electronic payments (eg. Stripe, Commcer7 Payments, Poynt, CardConnect)

Tender Type - The type of tender used for payment. These are enums like: Credit Card, Cash, COD, External, etc.

Tip Tendered - Tip amount added to the order via the payment gateway.

Winery Name - The name of the winery (defined by when Enolytics onboards the winery. Contact [email protected] to change.)

Item Grant Count - Number of distinct orders that have granted this specific SKU

Item Grant Status - Grant status for this specific item. Enum: ['Ungranted', 'Partially Granted', 'Fully Granted']

Item Granted Quantity - Total quantity of this SKU that has been granted across all orders

Item Granted Value - Total dollar value of this SKU that has been granted

Item Remaining Wish Quantity - Quantity still ungranted (item wish quantity - item granted quantity)

Original Wish Total - Total dollar amount of all items in the original wish

Total Granted Quantity - Total quantity of items that were granted

Total Wish Quantity - Total quantity of all items wished for

Wish Aging Category - Categorization of wish age and status. Examples: 'Fully Granted', 'Partially Granted (45%)', 'Pending 0-30 days', 'Pending 31-60 days', 'Pending 90...

Wish Date - Date when the wish was created (timezone adjusted)

Wish Days Pending - Number of days since wish creation for ungranted/partially granted wishes

Wish Days To First Grant - Number of days between wish creation and first grant (null if ungranted)

Wish Days To Last Grant - Number of days between wish creation and most recent grant (null if ungranted)

Wish First Grant Date - Date when items from this wish were first granted

Wish Fulfillment % Qty - Percentage of wish quantity that has been granted (0-100)

Wish Fulfillment % value - Percentage of wish value that has been granted (0-100)

Wish Grant Velocity Category - Speed of wish fulfillment. Enum: ['Ungranted', 'Fully Granted within 1 week', 'Fully Granted within 1 month', 'Fully Granted within 3 months', 'Ful...

Wish Granted Item Count - Number of distinct SKUs that were granted

Wish Granted Order Numbers - Comma-separated list of order numbers that granted items from this wish

Wish Granted Total - Total dollar amount of items that were granted from this wish

Wish Item Count - Number of distinct SKUs in the wish

Wish Item Extended Price - Total value for this line item (wish item quantity × wish item price)

Wish Item Fulfillment Category - Detailed fulfillment status with percentage. Examples: 'Fully Granted', 'Partially Granted (65%)', 'Ungranted'

Wish Item Fulfillment Quantity % - Percentage of wished quantity that has been granted (0-100)

Wish Item Name - Product name/description as it appeared in the wish

Wish Item Price - Price per unit in the original wish

Wish Item Product Type - Type of product (e.g., 'Wine', 'Merchandise')

Wish Item Quantity - Quantity of this SKU that was wished for

Wish Item Remaining Value - Dollar value still ungranted (remaining_quantity × wish_price)

Wish Item Varietal - Wine varietal if applicable (e.g., 'Pinot Noir', 'Chardonnay')

Wish Item Wine Name - Wine name if product is wine, otherwise 'Non-Wine'

Wish Last Grant Date - Date when items from this wish were most recently granted

Wish Month - Month the wish was created (1-12)

Wish Number - Original wish reference number (e.g., "Wish-292479-wo-328442")

Wish Quarter - Quarter the wish was created (1-4)

Wish SKU - SKU code of the wished product

Wish Sequence Number - Sequential number of this wish for the contact (1 = first wish)

Wish Status - Current status of the wish. Enum: ['Ungranted', 'Partially Granted', 'Fully Granted']

Wish Value Tier - Value categorization. Enum: ['Zero Value', 'Very Low (1-99)', 'Low (100-249)', 'Medium (250-499)', 'High (500-999)', 'Premium (1000+)']

Wish Year - Year the wish was created

C7 Contact Import Status - Reviews the entire contact record in your CRM system and provides a status on whether it adheres to Commerce7 import standards.

C7 Import Address Check - Reviews the address in your CRM system and provides a status on whether it adheres to Commerce7 import standards.

C7 Import Email Check - Reviews the email in your CRM system and provides a status on whether it adheres to Commerce7 import standards.

C7 Import Name Check - Reviews the first and last names in your CRM system and provides a status on whether they adhere to Commerce7 import standards.

C7 Import Phone Check - Reviews the Phone Number in your CRM system and provides a status on whether it adheres to Commerce7 import standards.

Migration Order Number - Order Number Link for Orders migrated to C7

Calculate totals, averages, and other aggregations

Track KPIs and business metrics

Compare performance across time periods

Identify trends and patterns

Net Sales Wine Δ% - Σ Net Sales Wine

# Contacts - Σ Total Records

# Contacts Added CP - Σ Total Records

# Contacts Added PP - Σ Total Records

# of Active Memberships - Σ Total Records

# of Cancelled Memberships - Σ Total Records

# of Completed Orders - Σ Total Records

# of Coupons All Time - Σ # of Coupons Presets

# of Coupons CP - Σ # of Coupons

# of Coupons MTD - Σ # of Coupons Presets

# of Coupons MTD LY - Σ # of Coupons Presets

# of Coupons MTD Δ - Σ # of Coupons Presets

# of Coupons MTD Δ% - Σ # of Coupons Presets

# of Coupons PP - Σ # of Coupons

# of Coupons YDAY - Σ # of Coupons Presets

# of Coupons YTD - Σ # of Coupons Presets

# of Coupons YTD LY - Σ # of Coupons Presets

# of Coupons YTD Δ - Σ # of Coupons Presets

# of Coupons YTD Δ% - Σ # of Coupons Presets

# of Coupons Δ - Σ # of Coupons

... and 1553 more measures

Start with high-level dimensions and drill down as needed

Use consistent dimension hierarchies across reports

Consider performance when using high-cardinality dimensions

Validate dimension values for data quality

Choose the appropriate aggregation type (sum, average, count)

Understand the business logic behind calculated measures

Be aware of time period dependencies (MTD, YTD, etc.)

Consider using derived measures for complex calculations

Dimensions: 663 of 663 documented (100.0%)

Measures: 1573 of 1573 documented (100.0%)