Wine Club Dashboard (WAG)

The wine club at a glance reports on attrition, retention, growth, and sales for current and past club members, along with the products purchased by current and past members.  The dashboard excludes memberships attached to inactivated customer records in CRM. The report defaults to showing all clubs, but you can choose to look at one club at a time by selecting the drop-down at the top of the page to filter what's shown.

To see product sales by part number or by label, select the product totals at the bottom of the report. If you prefer to see every individual part that was purchased, keep the Parts radio button selected.  If you select labels, then you won't see specific vintages, all vintages will be rolled up into the label that is attached to the part numbers.  For example, Byron's 1999, 2000, 2001, 2003, 2004, and 2011 chardonnay 750 ml all have the same label attached to them.  So if I switch the button to labels, all of those part sales will be under the label BCH7.