Platform: Enolytics DTC

Summary:

What it shows: This report breaks down your most critical performance metrics by sales channel — Club, Website, and Tasting Room — for the current month-to-date period. You'll see net sales, case volumes, discount percentages, average order values, and net sales per case, all compared to last year with percentage changes. It's your go-to dashboard for understanding how each part of your business is performing right now.

Who should use it:
• Winery owners and general managers tracking overall business performance
• Sales and marketing teams monitoring channel effectiveness

When to use it:
• Monthly business reviews to assess which channels are driving growth
• Mid-month check-ins to spot trends and make tactical adjustments
• Preparing reports for investors, partners, or board meetings

Questions this report answers:
• "How is each of my sales channels performing this month compared to last year?"
• "Which channel has the highest average order value right now?"
• "Where can I see my month-to-date sales broken down by Club, Website, and Tasting Room?"
• "How do I compare discount rates across all my sales channels?"
• "Can I get a report showing cases sold and revenue by channel for this month?"

Tip: Pay attention to the Net Sales Per Case column — it reveals your true profitability by channel after accounting for discounts and product mix. Remember to set your date picker to ensure you're viewing the current month's data.

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.

Key wine business metrics like net sales, case volumes, discounts, and order values by Club, Website, and Tasting Room channels.

✅ No filters applied - this bookmark shows all available data.

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Measures: