Customer Summary
5 articles
Current Club MembersCurrent wine club members report shows complete list with purchasing metrics, filtered by active club status for managers.
Repeat CustomersShows repeat customers who made multiple winery purchases with contact details, lifetime order count, total value, and current metrics.
First Time CustomersShows every customer making their first purchase at your winery with contact details and purchase data in a ready-made report.
Members at Time of OrderReady-made report showing wine club members at order time with customer contact details, lifetime order history, and spending data.
Contact Status SummaryContact Status Summary shows customer breakdown by status with order volume, revenue, and transaction amounts for each segment.