📋 Summary:

This bookmark reveals cases sold to existing wine club members through non-club sales channels, providing critical insights into member purchasing behavior beyond their standard club shipments. By highlighting how club members are buying wine through other avenues like the website or tasting room, the report helps winery teams understand cross-channel engagement and potential opportunities for additional sales and targeted marketing. Wine club managers and marketing teams can use this data to develop more personalized outreach strategies, identify high-value members who are purchasing extensively outside their club allocation, and potentially design more flexible club offerings that align with members' actual buying patterns. Users can easily customize this report by adjusting filters or columns to drill deeper into specific time periods, membership segments, or sales channels, making it a flexible tool for strategic planning and customer insight generation.

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 Cases Sold to Members outside the club channel for the Club KPIs Budget Page. We suggest you export it and apply a multiplier and use that information to populate your budget.

The following filters narrow down the data in this bookmark:

📊 Dimension Filters:

📊 Dimensions:

📈 Measures: