Platform: Enolytics DTC

Summary:

What it shows: This ready-made report tracks your wine club's core financial performance month by month. It focuses exclusively on club channel sales and displays two essential metrics: (1) Average Order Value for paid club orders, and (2) Discount percentage applied to those orders. Perfect for budget planning — no filters to configure, just open and analyze.

Who should use it:
• General managers and owners preparing annual budgets
• Finance teams tracking club revenue performance

When to use it:
• Building next year's wine club budget projections
• Analyzing seasonal trends in club spending and discount patterns
• Monthly reviews of club financial performance

Questions this report answers:
• "How do I pull club AOV data for budget planning?"
• "Where can I see our club discount trends by month?"
• "Can I get a report showing just wine club financial metrics over time?"
• "How do I find historical club AOV to project next year's revenue?"
• "What's our club discount percentage been running month to month?"

Tip: The original description suggests exporting this data and applying a growth multiplier for budget projections — use the AOV trends to forecast realistic revenue targets for your club program.

Note: Parts of this article were generated with AI and may not be perfect. If something looks off or could be better, click the 😞 below — it opens a quick chat so you can let us know.

📂 How to Access This Report

This is a public bookmark — a pre-built report ready for you to use. You don't need to create it from scratch.

To open it:

Click the Bookmarks icon in the left sidebar
Look under Public Bookmarks
Open the folder: Business Reports/Budget Prep
Click Club KPIs - 1

Quick Stats:

1 filter(s) applied
1 dimension(s) displayed
2 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.