📋 Summary:

This bookmark provides a comprehensive view of non-wine sales data across different channels, allowing winery finance and operations teams to understand revenue streams beyond traditional wine products. By breaking down net sales by completed year and month and channel type, the report helps managers track alternative revenue sources like merchandise, experiences, or specialty products that might contribute to overall business performance. The finance team, marketing directors, and general managers can use this data to inform budget planning, identify potential growth opportunities in non-wine categories, and develop strategies to diversify revenue - and users can easily customize this report by adjusting filters or adding additional columns to drill deeper into their specific business insights.

This summary was generated by AI.

📁 Public Bookmarks Folder: Business Reports/Budget Prep

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⚠️ 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.

Provides the data for the General Non-Wine Budget Page. We suggest you export it and apply a multiplier and use that information to populate your budget.

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