Platform: Enolytics DTC

Summary:

What it shows: A comprehensive view of your wine sales performance broken down by month and sales channel. This ready-made report focuses exclusively on wine products and shows three key metrics: net sales, paid case sales, and complimentary case sales. No setup needed — just run it and you'll see exactly how your wine business performed across all channels.

Who should use it:
• Winery owners and general managers preparing annual budgets
• Finance teams building sales forecasts and projections

When to use it:
• During annual budget planning to analyze historical wine sales patterns
• When creating sales projections by applying growth multipliers to previous year's data

Questions this report answers:
• How do I pull wine sales data for budget planning?
• Where can I see monthly wine sales broken down by channel?
• Can I get a report showing just wine sales excluding other products?
• How do I find case sales data separated between paid and complimentary orders?
• Where can I see wine performance across club, website, and tasting room channels?

Tip: Run this for your previous full year, then export the data to apply growth multipliers for next year's budget. Remember to set your date picker to capture the full year you're analyzing.

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.

Wine sales performance report showing monthly net sales, paid case sales, and complimentary case sales by sales channel ready to run.

The following filters narrow down the data in this bookmark:

Dimension Filters:

Dimensions:

Measures: