📋 Summary:

This bookmark provides a comprehensive month-to-date performance breakdown of tasting room sales metrics segmented by wine club membership status, allowing winery teams to quickly compare key performance indicators across different customer groups. By displaying critical metrics like number of tasters, cases sold, discounts applied, average order value, and net sales per case—both for the current month and compared to last year—the report enables marketing and sales teams to understand how wine club members and non-members are contributing to tasting room revenue. Tasting room managers and marketing directors can use this view to identify trends, assess the impact of membership programs, and develop targeted strategies for customer acquisition and retention. Users can further customize this report by adding or removing dimensions and filters to drill down into more specific insights that support their strategic decision-making.

This summary was generated by AI.

📁 Public Bookmarks Folder: Business Reports/MTD

📌 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.

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