Sales by all wine club members

Reports
1

Looking for a way to report total wine club member sales by date. Any and all purchases made by wine club members.
Anyone doing this?

2

Club member contact status in your sales reports?

3

Weird, but I can’t find a club member contact status in sales reports. I did a workaround under LTV then by date to get the results. Appreciate the feedback.

4

Really? There’s a column called ContactStatus and it can be a Prospect, 1stTimeCustomer, RepeatCustomer, or ClubMember - if there is a Contact associated with it. (It’s blank on a Guest Customer purchase.) It shows in both Sales by Date and Sales Detail X. Like this:

Maybe it just isn’t selected in your Saved reports?

5

Thank you ElJefe! I use Vin65 Sales by Date daily, but never explored the spreadsheet before. This will greatly improve my reporting, much obliged!

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