📋 Summary:

This Daily Activity - Sales by Department bookmark provides a quick snapshot of sales performance across different departments within the winery, breaking down gross sales, applied discounts, and net sales for the current period. It's an essential tool for the accounting and management team to understand revenue streams and departmental financial contributions, offering insights into which areas are generating the most income and where discounting strategies might be impacting overall profitability. The finance manager, general manager, or department heads can use this report to track day-to-day sales performance, identify potential areas for optimization, and make informed strategic decisions about resource allocation and pricing. Users can easily customize this report by adding additional filters, modifying columns, or drilling down into specific time periods to create a more tailored analysis that meets their specific business intelligence needs.

This summary was generated by AI.

📁 Public Bookmarks Folder: Accounting Reports

📌 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.

This is a sub part of the old WineDirect Sales Activity Report. It lists the Department, Gross Sales (Excl $0), discounts in dollars (Excl $0) and Net Sales (Subtotal)

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

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