π Summary:
This Major KPIs bookmark provides a comprehensive overview of sales performance across different sales channels like Wine Club, Tasting Room/POS, and eCommerce, allowing winery leadership to quickly compare current period metrics against prior period results. The report delivers critical insights into net sales, cases sold, average order value, discounts, bottles per order, and customer purchasing behavior, which helps teams understand overall business health and identify potential areas for improvement or strategic intervention. Wine club managers, marketing directors, and executive leadership can use this report to track key performance indicators, assess channel-specific trends, and make data-driven decisions about sales strategies, customer acquisition, and revenue optimization. Users can easily customize this bookmark by adjusting filters, adding or removing columns, and saving a personalized version to suit their specific analytical needs.
This summary was generated by AI.
π Public Bookmarks Folder: Business Reports
π Quick Stats:
π» 0 filter(s) applied
π 1 dimension(s) displayed
π 16 measure(s) displayed
π Report Page: Build Beyond Limits | Advanced Reporting
β οΈ 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.
π Filter Behavior: When you select this bookmark, your existing filters will be replaced with the bookmark's saved filters.
π Original Description
Shows the major KPIs comparing the Current Period to the Prior Period
π» Filters Applied
β No filters applied - this bookmark shows all available data.
π Columns Displayed
π Dimensions:
Channel β 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.)
π Measures:
βΉοΈ Additional Details
π Public Bookmarks Folder: Business Reports
π Bookmark ID:
ee0bbecd-d3de-4576-b6e0-fb42ba51ad62