📋 Summary:
This bookmark provides a detailed breakdown of tasters by their club membership status, helping winery teams understand the composition of visitors during the current period. By separating tasters into member, non-member, and new member categories, the report offers insights into tasting room performance and potential wine club recruitment opportunities, which is particularly valuable for tasting room managers and marketing teams looking to track visitor demographics and conversion rates. Tasting room staff and wine club managers can use this report to analyze visitor trends, identify potential club conversion strategies, and gain a nuanced view of who is experiencing their wines, with the flexibility to further customize the report by adding specific time periods, location filters, or additional dimensions to suit their specific analytical needs.
This summary was generated by AI.
📁 Public Bookmarks Folder: Business Reports/Tasting Room
📌 Quick Stats:
🔻 0 filter(s) applied
📊 2 dimension(s) displayed
📈 4 measure(s) displayed
📄 Report Page: Build Beyond Limits | Advanced Reporting
⚠️ Date Picker Required: This report uses time-sensitive measures that respond to the date picker. The bookmark does not save date picker settings. Please adjust the date picker to ensure the report shows the data for your desired time period.
🔄 Filter Behavior: When you select this bookmark, your existing filters will be replaced with the bookmark's saved filters.
📝 Original Description
This report shows a detailed view of the club status of the taster at the time of the tasting, and counts the types of tastings during the period.
🔻 Filters Applied
✅ No filters applied - this bookmark shows all available data.
📋 Columns Displayed
📊 Dimensions:
Order Number — The actual order number of the order (normally represented in numeric format but we will use it as a string)
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)
📈 Measures:
ℹ️ Additional Details
📁 Public Bookmarks Folder: Business Reports/Tasting Room
🔑 Bookmark ID:
b2473232-f360-45ad-ad05-f72075c73bd7