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Club Overview

Club Overview dashboard shows wine club membership counts, status breakdown, signups, cancellations, and growth ratios for monitoring.

Updated over 2 weeks ago

Platform: Enolytics DTC

Summary:

What it shows: A comprehensive dashboard of your wine club performance metrics, showing membership counts by status (active, on hold, total), plus growth indicators like signups, cancellations, and key ratios. This ready-made report gives you the full club health picture at a glance — no setup needed.

Who should use it:
• Wine club managers tracking membership performance
• General managers monitoring club growth and retention

When to use it:
• Monthly or quarterly club performance reviews
• Board meetings or stakeholder updates requiring club metrics
• When troubleshooting club retention or growth challenges

Questions this report answers:
• "How do I get an overview of all my club membership numbers?"
• "Where can I see signups versus cancellations across all my clubs?"
• "Can I pull a report showing growth and attrition rates by club?"
• "How do I find which clubs are growing versus declining?"
• "Where can I see active members, on-hold members, and total membership in one place?"

Tip: Pay attention to the Memberships Signups Ratio — this tells you how many signups you need to offset each cancellation. A ratio above 1.0 means you're gaining more members than you're losing.

Note: Parts of this article were generated with AI and may not be perfect. If something looks off or could be better, click the 😞 below — it opens a quick chat so you can let us know.

📂 How to Access This Report

This is a public bookmark — a pre-built report ready for you to use. You don't need to create it from scratch.

To open it:

  • Click the Bookmarks icon in the left sidebar

  • Look under Public Bookmarks

  • Open the folder: Club Reports

  • Click Club Overview

Quick Stats:

  • 0 filter(s) applied

  • 2 dimension(s) displayed

  • 8 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

Club Overview dashboard shows wine club membership counts, status breakdown, signups, cancellations, and growth ratios for monitoring.


Filters Applied

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


📋 Columns Displayed

Dimensions:

  • Aggregated Club — The aggregate name of the club (aka main club name). This is mapped** in the configuration. (eg. 3 bottle collectors and 6 bottle collectors clubs get aggregated into a collectors club.)**Origin: Mapped**

  • Club Name — The name of the actual club as specified in the respective CRM. (eg. 3 Bottle Pinot Noir Club). A customer can belong to multiple clubs at once but the club itself can only exist once within the winery data.

Measures:


ℹ️ Additional Details

  • Bookmark ID: 271ac4b2-3211-48db-910d-094a6fe50b5b

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