π Summary:
This bookmark provides a comprehensive month-to-date (MTD) performance snapshot across all sales channels, comparing current results against last year's performance with detailed metrics like net sales, cases sold, discounts, and average order value. The report enables winery leaders to quickly assess channel-specific performance, identifying trends and variances in key revenue and sales metrics across club, website/eCommerce, and tasting room channels. Marketing teams, sales managers, and executive leadership can use this view to understand which channels are driving growth, where discounting might be impacting margins, and how current performance compares to the previous year's benchmarks. Users can leverage this bookmark as a dynamic starting point for deeper analysis, easily customizing filters, adding or removing columns, and saving personalized versions to support their specific strategic insights and decision-making needs.
This summary was generated by AI.
π Public Bookmarks Folder: Business Reports/MTD
π Quick Stats:
π» 0 filter(s) applied
π 1 dimension(s) displayed
π 15 measure(s) displayed
π Report Page: Build Beyond Limits | Advanced Reporting
β οΈ 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.
π Filter Behavior: When you select this bookmark, your existing filters will be replaced with the bookmark's saved filters.
π» Filters Applied
β No filters applied - this bookmark shows all available data.
π Columns Displayed
π Dimensions:
Channel β This is a mapped field, where we map the order type to an aggregated channel (eg. iPad and Mobile both can map to channel POS.)
π Measures:
βΉοΈ Additional Details
π Public Bookmarks Folder: Business Reports/MTD
π Bookmark ID:
63fd7a31-2a9a-4345-9fd5-547a3bd655a6