📋 Summary:
This bookmark provides a comprehensive view of net sales and bottle volume across different sales channels, broken down by month, which helps winery teams quickly understand their revenue and sales performance trends. By showing net sales and 750ml bottle equivalents (excluding zero-dollar transactions) across channels like Club, Website/eCommerce, and Tasting Room/POS, the report enables marketing and sales managers to track monthly performance and identify which channels are driving the most revenue and volume. The wine club manager or marketing team can use this report to assess seasonal variations, compare channel performance, and make data-driven decisions about sales strategies, marketing investments, and resource allocation. Users can easily customize this bookmark by adding additional filters, adjusting columns, or drilling down into specific time periods to gain more granular insights tailored to their specific business questions.
This summary was generated by AI.
📁 Public Bookmarks Folder: Business Reports
📌 Quick Stats:
🔻 0 filter(s) applied
📊 2 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.
📝 Original Description
Net Sales and Bottles (750ml Equivalent) Excl $0 by Channel and by Month
🔻 Filters Applied
✅ No filters applied - this bookmark shows all available data.
📋 Columns Displayed
📊 Dimensions:
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.)
Completed Year Month — Year and Month in YYYY-MM format
📈 Measures:
ℹ️ Additional Details
📁 Public Bookmarks Folder: Business Reports
🔑 Bookmark ID:
0435ac62-436e-4173-836d-e0872ad04b25