📋 Summary:

This Sales by Month bookmark provides a comprehensive monthly breakdown of the winery's direct-to-consumer sales performance, tracking key financial metrics like total orders, net sales, shipping costs, and taxes across different transaction types. The report offers a granular view of monthly sales trends, enabling the marketing and sales teams to quickly assess revenue generation, understand seasonal fluctuations, and identify potential areas for strategic improvement. Wine club managers, tasting room directors, and executive leadership can leverage this snapshot to make data-driven decisions about pricing, promotional strategies, and overall business performance, and users can easily customize the report by adding or removing columns, applying specific filters, or saving a personalized version for their unique analytical needs.

This summary was generated by AI.

📁 Public Bookmarks Folder: Business Reports/Sales Summary

📌 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 remain intact and will not be overwritten.

✅ No filters applied - this bookmark shows all available data.

📊 Dimensions:

📈 Measures: