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Reports

Comprehensive Reporting Tools at Your Fingertips

When making important decisions about your business, you need real-time access to information about your customers and their purchasing patterns. IBG offers the reports necessary to build exceptional customer service programs and understand factors impacting your ROI.

Marketing and CRM

• Our custom query builder allows you to filter and sort the customer database based on any number of criteria. Those results can then be packaged into segmented lists for highly-targeted email campaigns.
• In addition to custom query options, we offer numerous pre-defined reports to aid in customer retention including: acquisition metrics, email metrics, newsletter signups, customer demographics and purchase history.

Club Management

• View metrics such as wine club growth and associated revenue.
• Take a snapshot of customer signups, and longevity.
• Analyze member lifetime value with reports showing wine club performance, membership totals and dollars spent historically.
• View attrition reports and reasons for cancellation to spot trends.
• Analyze gift club memberships and take action as terms expire.

Financial

• Detailed sales reports show sales metrics, order detail, sales by category, refunds, and customer order history.
• Accounting reports show summaries by state, lead source, credit card type, order details by date (ordered, shipped, or settled), SKU details, and refund details.

Compliance

• Real-time flow of data to our REthink Compliance™ Tool means auto-filled compliance reports are available at no cost to you. These reports are ready to print, sign and mail.
• Compliance reports include: state excise tax, sales tax, and direct ship reports.

Analytics

• 3rd Party Integration with Google Analytics is available for detailed analytics reporting.