📋 Summary:

This bookmark provides a comprehensive overview of wine sales performance across different channels, focusing specifically on net sales and case volumes for the previous year. It allows winery teams to quickly analyze total wine sales by month and channel type, including both paid and complimentary orders, which is critical for annual budgeting and sales planning. The marketing, sales, and operations teams can use this report to understand seasonal sales trends, evaluate channel performance, and develop strategic forecasts for the upcoming year, and users can easily customize the bookmark by adjusting dimensions, filters, and measures to drill down into more specific insights about their wine sales data.

This summary was generated by AI.

📁 Public Bookmarks Folder: Business Reports/Budget Prep

📌 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.

Provides data on the KPIs needed for the General Wine section of budgeting. We suggest you run this for the previous year. Export it and apply a multiplier.

The following filters narrow down the data in this bookmark:

📊 Dimension Filters:

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