📋 Summary:
This Sales by Order Tag bookmark provides a comprehensive breakdown of sales performance across different order classifications, allowing winery teams to analyze revenue, orders, and financial metrics by specific customer segments or promotional tags. By displaying key financial measures like net sales, shipping costs, and total order amounts for both paid and complimentary orders, the report enables marketing and sales professionals to understand how different order types contribute to overall revenue and customer engagement. Wine club managers and marketing directors can use this view to evaluate the effectiveness of specific promotions, track the performance of tagged customer groups, and make data-driven decisions about future targeting and sales strategies. 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.
📁 Public Bookmarks Folder: Business Reports/Sales Summary
📌 Quick Stats:
🔻 1 filter(s) applied
📊 1 dimension(s) displayed
📈 10 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
The following filters narrow down the data in this bookmark:
📊 Dimension Filters:
Order Tag is not one of: None
📋 Columns Displayed
📊 Dimensions:
Order Tag — The tag attached to the order. An order can have many tags attached to it. Tags are used to segment data, which can then be used as a segmenting tool, for filtering and queries.
📈 Measures:
ℹ️ Additional Details
📁 Public Bookmarks Folder: Business Reports/Sales Summary
🔑 Bookmark ID:
3933cd98-a772-467a-b87a-1b273a0947e5