📋 Summary:

This bookmark provides a focused view of the wine club's Average Order Value (AOV) and discount percentages, specifically tracking these key performance indicators (KPIs) by completed year and month. It's an essential tool for wine club managers and financial teams who want to understand the economic performance of their direct-to-consumer club channel, helping them analyze pricing strategies, discount effectiveness, and revenue trends throughout the year. The report offers a snapshot of club sales performance that can be used for budget preparation, strategic planning, and understanding how discounts are impacting overall club revenue. Users can easily customize this bookmark by adjusting filters, adding or removing columns, and saving a personalized version that meets their specific analytical needs.

This summary was generated by AI.

📁 Public Bookmarks Folder: Business Reports/Budget Prep

📌 Quick Stats:

⚠️ 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.

Provides the AOV and Discounts data for the Club KPIs Budget Page. We suggest you export it and apply a multiplier and use that information to populate your budget.

The following filters narrow down the data in this bookmark:

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