📋 Summary:
This bookmark provides a detailed comparison of sales performance between wine club members and non-members across different sales channels during the current period, allowing winery teams to understand how membership status impacts revenue, order frequency, and case volume. By breaking down net sales, order count, and cases sold by channel type and club membership status, marketing and sales managers can identify opportunities to convert non-members, optimize club recruitment strategies, and assess the overall value of their wine club program. The wine club manager or marketing team can use this report to quickly gauge the financial contribution of different customer segments and develop targeted engagement strategies, and users can further customize the bookmark by adding additional filters or modifying columns to drill down into specific insights most relevant to their business goals.
This summary was generated by AI.
📁 Public Bookmarks Folder: Business Reports
📌 Quick Stats:
🔻 0 filter(s) applied
📊 2 dimension(s) displayed
📈 3 measure(s) displayed
📄 Report Page: Build Beyond Limits | Advanced Reporting
⚠️ 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.
🔻 Filters Applied
✅ No filters applied - this bookmark shows all available data.
📋 Columns Displayed
📊 Dimensions:
Channel Type — This is a mapped field and is an enolytics ENUM. (eg. Club, Tasting Room or Website)
Club Status At Time Of Order — Indicates the contact's club membership status at the time of the order. Defined through a case statement. (Member, Non-Member)
📈 Measures:
ℹ️ Additional Details
📁 Public Bookmarks Folder: Business Reports
🔑 Bookmark ID:
85ee0a51-9085-419e-96bb-e739d843bc7e