📋 Summary:
This bookmark provides a comprehensive comparison of sales performance between wine club members and non-members across different sales channels during the current period, breaking down key metrics like net sales, average order value, cases sold, and average bottle price. By analyzing these dimensions, winery leadership can quickly understand how membership status impacts purchasing behavior and identify potential opportunities for club recruitment or targeted marketing strategies. The wine club manager or marketing team can use this report to assess the relative value of members versus non-members, potentially informing decisions about membership benefits, pricing, or promotional campaigns. Users can easily customize this bookmark by adding additional filters or modifying columns to drill deeper into specific insights that matter most to their business goals.
This summary was generated by AI.
📁 Public Bookmarks Folder: Business Reports
📌 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.
🔻 Filters Applied
✅ No filters applied - this bookmark shows all available data.
📋 Columns Displayed
📊 Dimensions:
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)
Channel — This is a mapped field, where we map the order type to an aggregated channel (eg. iPad and Mobile both can map to channel POS.)
📈 Measures:
ℹ️ Additional Details
📁 Public Bookmarks Folder: Business Reports
🔑 Bookmark ID:
ad6c320d-abe5-4840-9961-e82a34c8a7ff