Platform: Enolytics DTC

Summary:

What it shows: A month-to-date performance comparison of your tasting room's key metrics, broken down by customer membership type (Never, Current, Lost). This ready-made report tracks visitor count, sales volume, pricing, and discounting patterns across members vs. non-members, with built-in year-over-year comparisons to show growth trends.

Who should use it:
• Tasting room managers tracking monthly performance by customer segment
• General managers evaluating member vs. non-member profitability

When to use it:
• Monthly business reviews to assess tasting room performance across customer segments
• Strategic planning sessions to optimize member pricing and promotional strategies

Questions this report answers:
• "How do I compare tasting room sales between club members and non-members this month?"
• "Where can I see if we're discounting too much to different customer types?"
• "Can I get a report showing tasting room visitor counts by membership status?"
• "How do I track whether our club members are spending more per case than regular customers?"
• "Where can I see year-over-year tasting room performance broken down by member type?"

Tip: Pay attention to the Discounts % columns — if you're offering similar discount rates to members and non-members, you might be missing opportunities to optimize your pricing strategy. Remember to set your date picker to capture the current month's data.

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.

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:

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 be replaced with the bookmark's saved filters.

Month-to-date tasting room performance metrics comparing visitor count, sales volume, pricing, and discounts by membership type.

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

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Measures: