🏷️ 251 Dimensions across 7 categories

🔢 254 Measures (calculations)

Segment your data for analysis

Group records by common characteristics

Filter reports to specific subsets

Create hierarchies for drill-down analysis

Account Type At Time Of Depletion - What Account Type At Time Of Depletion (New account, Active Account, Regained Account)

Additional Charge Per Unit - Additional Charge Per Unit on invoice line

Additional Charge Per Unit of Measure - Additional Charge Per Unit Of Measure on invoice line

Aggregate Item Name - Aggregate Item Name (Could be Wine Name or Spirits Name)

CRV Per Unit - CRV Per Unit on invoice line

CRV Per Unit Of Measure - CRV Per Unit Of Measure on invoice line

Case In ml - Case In ml

Channel - Channel

Cost Per Unit - Cost Per Unit on invoice line

Cost Per Unit Of Measure - Cost Per Unit Of Measure on invoice line

Days Between Outlet Orders - How many days since the prior order from the outlet

Days Between Sku Outlet Orders - How many days since the prior same sku order from the outlet

Depletion Outlet Name - Name of the Outlet as it is indicated on the invoice

Deposit Per Unit - Deposit Per Unit on invoice line

Deposit Per Unit Of Measure - Deposit Per Unit Of Measure on invoice line

Distributor Discount Pct - The distributor's discount as a percentage of the original bottle price. For example, if the distributor provides $2 off a $20 bottle, this shows 10%.

Distributor Discount Share Pct - The percentage of the total discount that came from the distributor. For example, if the total discount is $3 and the distributor contributed $2, t...

Distributor Item Number - Distributor SKU

Distributor Promotional Group - Distributor Promotional Group

Distributor Promotional Id - Distributor Promotional Id

Extended Distributor Discount - Extended Distributor Discount

Extended Distributor Discount Per Unit - The dollar amount of discount provided by the distributor per bottle. For example, if the distributor discounts $12 on a case of 12 bottles, this w...

Extended Supplier Support - Extended Supplier Support

Extended Supplier Support Per Unit - The dollar amount of discount or support provided by the winery/supplier per bottle. For example, if the winery provides $6 in support on a case of...

Has Original Price - Depletion Record Has Original Price (Prior to Discounts)

Has Sold Price - Depletion Record Has Sold Price (after discounts)

Invoice Date - Reported date of transaction

Invoice Line Number - Invoice Line Number

Invoice Month - Invoice Month

Invoice Month Name - Invoice Month Name

Invoice Number - Number of Invoice

Invoice Quarter - Invoice Quarter

Invoice Week Number - Invoice Week Number

Invoice Year - Invoice Year

Invoice Year Month - Invoice Year Month

Is Combo - Is Combo

Is Duty Free - Is Duty Free

Is Free Good - Is Free Good

Is Sample Order - Is the Order flagged as a Sample Order

Item Category - Item Category (could be Wine Color or Spirits Category)

Item Name - Item Name on Depletion Record

Item SKU - SKU on Depletion Record

Item Style - Item Style (Could be varietal or spirits type)

Local Tax Per Unit - Local Tax Per Unit on invoice line

Local Tax Per Unit Of Measure - Local Tax Per Unit Of Measure on invoice line

Months Between Outlet Orders - How many months since the prior order from the outlet

Original Price Per Unit - Original Price Per Unit on invoice line

Original Price Per Unit Of Measure - Original Price Per Unit Of Measure on invoice line

Package Size - Package Size

Package Type - Package Type

Quantity - Quantity sold on invoice line

Reference Invoice Number - Reference Invoice Number

Sold Price Per Unit - Sold Price Per Unit on invoice line

Sold Price Per Unit Of Measure - Sold Price Per Unit Of Measure on invoice line

Split Case Charge Per Unit - Split Case Charge Per Unit on invoice line

Split Case Charge Per Unit Of Measure - Split Case Charge Per Unit Of Measure on invoice line

Supplier Brand - Supplier Brand

Supplier Discount Pct - The supplier's discount/support as a percentage of the original bottle price. For example, if the supplier provides $1 off a $20 bottle, this shows...

Supplier Discount Share Pct - The percentage of the total discount that came from the supplier/winery. For example, if the total discount is $3 and the supplier contributed $1, ...

Supplier Item Code - Supplier SKU

Supplier Item Name - Supplier Item Name

Supplier Promotional ID - Supplier Promotional ID

Total Discount - The total dollar amount discounted from the original bottle price. This combines both distributor and supplier discounts. For example, if a bottle'...

Total Discount Pct - The total discount as a percentage of the original price. For example, a $3 discount on a $20 bottle equals 15%.

Transaction Type - Transaction Type

Unit In Ml - Unit In ml

Unit Of Measure - Unit of Measure sold on invoice line

Unit Type - Unit Type sold on invoice line

Units Per Case - Units Per Case

Units Per Case (Products) - Units Per Case In Products List

Vendor - Vendor

Area - Area

Certification Status - Certification Status of Distributor

Distributor City - Distributor City

Distributor Contact - Distributor Contact

Distributor Email - Distributor Email

Distributor Name - Distributor Name

Distributor Phone - Distributor Phone

Distributor Rank - Distributor Rank

Distributor State - Distributor State

Distributor Street - Distributor Street

Distributor Zip - Distributor Zip

Division - Division

Market - Market

Vip Contact Email - VIP Contact Email for Distributor Account

Depletions Depletion EID - Internal ID for troubleshooting

Depletions Distributor EID - Internal ID for troubleshooting

Depletions Distributor Outlet EID - Internal ID for troubleshooting

Depletions Outlet EID - Internal ID for troubleshooting

Depletions SKU EID - Internal ID for troubleshooting

Depletions Sales Control EID - Internal ID for troubleshooting

Depletions Sales Person EID - Internal ID for troubleshooting

Depletions Store EID - distributor unique identifier for the store in their system

Distributors Distributor EID - Internal ID for troubleshooting

Distributors Supplier EID - Internal ID for troubleshooting

Inventory Distributor EID - Internal ID for troubleshooting

Inventory SKU EID - Internal ID for troubleshooting

Items SKU EID - Internal ID for troubleshooting

Items Supplier EID - Internal ID for troubleshooting

Outlets Outlet EID - Internal ID for troubleshooting

Sales Control Distributor EID - Internal ID for troubleshooting

Sales Control SKU EID - Internal ID for troubleshooting

Sales Control Sales Control EID - Internal ID for troubleshooting

ML Outlet Churn Probability - The confidence level (0-100%) that an account will stop ordering within the next 90 days. Higher percentages mean higher risk. For example, 75% mea...

ML Outlet Predicted Churn - Whether our AI model predicts this account will stop ordering (churn). Shows as 1 for "yes, likely to churn" or 0 for "no, likely to stay active." ...

ML Outlet Risk Category - A simple risk rating based on the churn probability: Very High Risk (80%+): Immediate action needed High Risk (60-80%): Strong intervention recomme...

Outlet Avg Cases Per Order - The typical order size for this account, calculated by dividing their total volume by total number of orders. For example, 2 means they typically o...

Outlet Avg Days Between Orders - The typical number of days this account waits between orders. For example, 45 means they typically order every 45 days. This helps us understand th...

Outlet Cases 9L Last 180 Days - Total volume (in 9-liter cases) purchased in the last 6 months. Used to measure recent purchase volume.

Outlet Category Diversity - Number of different wine categories (Red, White, Sparkling, etc.) this account has ordered in the last year.

Outlet Days Since Last Order - The number of days since this account placed their most recent order. Combined with their average ordering pattern, this tells us if they're overdue.

Outlet Exclusion Reason - why an account was NOT scored by the ML model: Already Churned: Account hasn't ordered in 6+ months (already considered lost) Legacy Account: No or...

Outlet Has Declining Volume - Binary indicator (1 = Yes, 0 = No) showing whether this account's recent volume is less than 50% of their previous period volume. This is a key chu...

Outlet Has Extended Gap - Binary indicator (1 = Yes, 0 = No) showing whether this account has gone more than 60 days without ordering in the last 180 days AND had zero order...

Outlet Has Low Diversity - Binary indicator (1 = Yes, 0 = No) showing whether this account orders 2 or fewer products AND their volume is declining. Low diversity alone isn't...

Outlet Lifetime Cases 9L - Total volume (in 9-liter cases) this account has purchased since they started buying from you.

Outlet Lifetime Order Count - Total number of orders this account has placed since they started buying from you.

Outlet M Score - How much this account buys compared to other accounts (1-5 scale, 5 is best). Based on total cases purchased over the last year compared to all oth...

Outlet Order Frequency Trend 180 - Indicates whether the outlet is placing orders more or less frequently by comparing the last 6 months to the previous 6 months. Categories range f...

Outlet Order Frequency Trend 365 - Indicates whether the outlet is placing orders more or less frequently by comparing the most recent 6 months (days 0-180) to the same period from e...

Outlet Order Frequency Trend Ratio 180 - Compares recent order frequency (last 90 days) to the period before that (90-180 days ago). Interpretation same as Volume Trend Ratio but measures ...

Outlet Orders Last 180 Days - Number of orders placed in the last 6 months. Used to measure recent activity level.

Outlet Primary Risk Reason - A plain-English explanation of why the account has this risk level. Combines multiple factors like ordering patterns, volume trends, and account hi...

Outlet Product Diversity - Number of different products (unique wine names) this account has ordered in the last year. Higher numbers indicate they buy a wider variety of you...

Outlet R Score - Outlet Recency Score: How recently the account last ordered (1-5 scale, 5 is best): 5 = Ordered within last 30 days 4 = Ordered 31-60 days ago 3 = ...

Outlet RFV Category - Recency - Frequency - Volume. A detailed customer segmentation based on Recency (how recently they ordered), Frequency (how often they order), and ...

Outlet RFV Segment - Recency - Frequency - Volume. A high-level grouping of RFM Categories for simplified analysis. Outlets are classified as "Top Accounts" (highest va...

Outlet SKU Diversity Last Year - Number of different SKUs (including different vintages) this account has ordered in the last year. This is the most granular diversity measure.

Outlet Style Diversity - Number of different wine styles (Cabernet Sauvignon, Chardonnay, Pinot Noir, etc.) this account has ordered in the last year.

Outlet Tenure Months - How many months this account has been ordering from you, calculated from their first order date to today.

Outlet Top Category - The wine category (Red, White, etc.) this account orders most frequently based on total volume.

Outlet Top Category Concentration - What percentage of their total volume goes to their favorite category. Similar interpretation to Top Product Concentration.

Outlet Top Product - The wine product (name) this account orders most frequently based on total volume.

Outlet Top Product Concentration - What percentage of their total volume goes to their favorite product. For example, 0.60 means 60% of their purchases are just one product. Higher c...

Outlet V Score - How often this account orders compared to other accounts (1-5 scale, 5 is best). Based on order count over the last year compared to all other whol...

Outlet Volume Trend 180 - Indicates whether the outlet's purchasing volume is increasing, decreasing, or staying stable by comparing the last 6 months to the previous 6 mont...

Outlet Volume Trend 365 - Indicates whether the outlet's purchasing volume is increasing, decreasing, or staying stable by comparing the most recent 6 months (days 0-180) to...

Outlet Volume Trend Ratio 180 - Compares recent volume (last 90 days) to the period before that (90-180 days ago). A ratio of: 1.0 means Stable (same volume both periods). Greater...

Account Type - Account Type (Active, New, Regained, Lost, Recently Lost or Can Buy)

Account Type Detail - Account Type Detail (Active On/Off Premise, Can Buy On/Off Premise)

Buying Group - Buying Group

Chain Name - Chain Name

Chain Parent Name - Chain Parent Name

Chain Store Number - Chain Store Number

Chain Type - Chain Type

Cuisine Type - Cuisine Type

Displays - Displays

First Depletion Date - Date of Accounts very first order in the dataset

Google: Business Status - Google Business Status (Operational or Closed)

Google: Is Amusement Park - Account Is Amusement Park

Google: Is Aquarium - Account Is Aquarium

Google: Is Bar - Account Is Bar

Google: Is Cafe - Account Is Cafe

Google: Is Casino - Account Is Casino

Google: Is Convenience Store - Account Is Convenience Store

Google: Is Gas Station - Account Is Gas Station

Google: Is Grocery or Supermarket - Account Is Grocery or Supermarket

Google: Is Hotel - Account Is Hotel

Google: Is Liquor Store - Account Is Liquor Store

Google: Is Movie Theater - Account Is Movie Theater

Google: Is Nightclub - Account Is Nightclub

Google: Is Restaurant - Account Is Restaurant

Google: Is Stadium - Account Is Stadium

Google: Is Tourist Attraction - Account Is Tourist Attraction

Google: Is University - Account Is University

Google: Is Zoo - Account Is Zoo

Google: Price Level - Account Price Level

Google: Rating - Google Rating calculated based on Patron reviews

Google: Serves Beer - Account Serves Beer

Google: Serves Breakfast - Account Serves Breakfast

Google: Serves Brunch - Account Serves Brunch

Google: Serves Dinner - Account Serves Dinner

Google: Serves Lunch - Account Serves Lunch

Google: Serves Vegetarian Food - Account Serves Vegetarian Food

Google: Serves Wine - Account Serves Wine

Google: Takeout - Account Takeout

Google: User Ratings Total - Account User Ratings Total

Google: Website - Account Website

Has Malt - Has Malt

Has Spirits - Has Spirits

Has Wine - Has Wine

Industry Volume - Industry Volume (A, B and C accounts - Reported by distributors)

Is Part Of Chain - Is Part Of Chain

Large Metro Area - Large Metro Area where account is located

Last Depletion Date - Date of Accounts very last order in the dataset

Outlet Address - Outlet Address

Outlet Address 2 - Outlet Address 2

Outlet Affluence - Outlet Affluence

Outlet Buyer Name - Outlet Buyer Name

Outlet Chain Status - Outlet Chain Status

Outlet Channel Type - Outlet Channel Type (Wholesale or DTC)

Outlet City - Outlet City

Outlet Class Of Trade - VIP Class of Trade for the outlet

Outlet Country - Outlet Country

Outlet County - Outlet County

Outlet Latitude - Outlet Latitude

Outlet Longitude - Outlet Longitude

Outlet Name - Name of the Account/Outlet

Outlet Phone - Outlet Phone

Outlet Premise Type - Outlet Premise Type

Outlet State - Outlet State

Outlet Status - Outlet Status

Outlet Time Zone - Time Zone where account is located

Outlet Type - Outlet Type

Outlet Type Detail - Outlet Type Detail

Outlet Zip - Outlet Zip

Patron Age - Reported Age of the Patrons

Patron Ethnicity - Reported Ethnicity of the Patrons

Patron Occupation - Reported Occupation of the Patrons (Blue Collar, White Collar)

Sales Person Name - Name of the Sales Person responsible for the Account

Small Metro Area - Small Metro Area where account is located

VIP Outlet ID - The VIP ID of the Outlet

Aggregate Product Name - Aggregate Product Name In Products List

Alcohol Pct - Alcohol Pct

Bottle Gtin - Bottle Gtin

Brand Code - Brand Code

Brand Description - Brand Description (Mapped field 'Brand' in VIP)

Case Weight - Case Weight

Generic 1 - Generic 1

Generic 2 - Generic 2

Generic 3 - Generic 3

Generic 4 - Generic 4

Generic 5 - Generic 5

Generic 6 - Generic 6

Ounces Per Case - Ounces Per Case

Package Size (Products) - Package Size in Products Lis

Package Type (Products) - Package Type In Products List

Package Type Code - Package Type Code

Product Category - Product Category In Products List

Product Last Changed Date - Item Last Changed Date

Product Name - Product Name In Products List

Product Status - Product Status

Product Style - Product Style (In Products List)

SKU - SKU in Item List

Selling Units Per Case - Selling Units Per Case

Supplement Item Description - Supplement Item Description

Supplier Brand (Products) - Supplier Brand in Products List

Supplier Product Name - Supplier Product Name in Products List

Territory Pointer - Territory Pointer

Units Per Case (Products) - Units Per Case In Products List

Units Per Retail Package - Units Per Retail Package

Vintage - Vintage

Volume Of Measure (Products) - Volume Of Measure In Products List

Volume Of Unit (Products) - Volume Of Unit In Products List

ml Per Case (Products) - ml Per Case In Products List

ml Per Unit (Products) - ml Per Unit In Products List

Quantity - Quantity sold on invoice line

Unit Of Measure - Unit of Measure sold on invoice line

Calculate totals, averages, and other aggregations

Track KPIs and business metrics

Compare performance across time periods

Identify trends and patterns

9L Cases % CP - Σ 9L Cases %

9L Cases (Incl DTC) All Time - Σ 9L Cases (Incl DTC) Presets

9L Cases (Incl DTC) CP - Σ 9L Cases (Incl DTC)

9L Cases (Incl DTC) MTD - Σ 9L Cases (Incl DTC) Presets

9L Cases (Incl DTC) MTD LY - Σ https://us06web.zoom.us/j/82334525219?pwd=eyjFr3ait3gwX3ZGN9libXzH0C5sek.1 Presets

9L Cases (Incl DTC) MTD Δ - Σ 9L Cases (Incl DTC) Presets

9L Cases (Incl DTC) MTD Δ% - Σ 9L Cases (Incl DTC) Presets

9L Cases (Incl DTC) PP - Σ 9L Cases (Incl DTC)

9L Cases (Incl DTC) YDAY - Σ 9L Cases (Incl DTC) Presets

9L Cases (Incl DTC) YTD - Σ 9L Cases (Incl DTC) Presets

9L Cases (Incl DTC) YTD LY - Σ 9L Cases (Incl DTC) Presets

9L Cases (Incl DTC) YTD Δ - Σ 9L Cases (Incl DTC) Presets

9L Cases (Incl DTC) YTD Δ% - Σ 9L Cases (Incl DTC) Presets

9L Cases (Incl DTC) Δ - Σ 9L Cases (Incl DTC)

9L Cases (Incl DTC) Δ% - Σ 9L Cases (Incl DTC)

9L Cases All Time - Σ 9L Cases Presets

9L Cases CP - Σ 9L Cases

9L Cases DTC All Time - Σ 9L Cases DTC Presets

9L Cases DTC CP - Σ 9L Cases DTC

9L Cases DTC MTD - Σ 9L Cases DTC Presets

... and 234 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: 251 of 251 documented (100.0%)

Measures: 254 of 254 documented (100.0%)