📋 Summary:

This bookmark provides a comprehensive snapshot of Tasting Room performance, focusing specifically on key metrics like taster volumes, conversion rates, and order values for both member and non-member guests during the current period. Tasting room managers and marketing teams can use these insights to evaluate visitor engagement, track wine club conversion rates, and understand the financial impact of in-person tastings, including average order values and discount strategies. The data helps leadership make informed decisions about staffing, sales training, and visitor experience optimization, with metrics that reveal how effectively the tasting room is converting visitors into wine buyers and potential club members. Users can easily customize this bookmark by adjusting filters or columns to drill deeper into their specific performance analysis needs.

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 the data for the Tasting Room KPIs Budget Page. We suggest you export it and apply a multiplier and use that information to populate your budget.

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