π Summary:
The Daily Activity - Sales by SKU bookmark provides a detailed breakdown of individual wine SKU performance, tracking gross sales, applied discounts, and net sales for the current period. This report is particularly valuable for winery sales and marketing teams who want to quickly understand which specific wine products are driving revenue and how discounting strategies are impacting overall sales. Wine club managers, tasting room directors, and finance teams can use this view to make data-driven decisions about inventory management, promotional strategies, and product mix optimization. Users can easily customize this report by adding additional dimensions or filters, and save their personalized version as a new bookmark to suit their specific analytical needs.
This summary was generated by AI.
π Public Bookmarks Folder: Accounting Reports
π Quick Stats:
π» 0 filter(s) applied
π 1 dimension(s) displayed
π 3 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 Original Description
this is similar to the old WineDirect report. We list the sku, gross sales (excl $0), discounts in dollars (excl $0) and net sales (sub total) in the period
π» Filters Applied
β No filters applied - this bookmark shows all available data.
π Columns Displayed
π Dimensions:
Item SKU β The unique product sku (stock keeping unit) as defined in the CRM
π Measures:
βΉοΈ Additional Details
π Public Bookmarks Folder: Accounting Reports
π Bookmark ID:
9e01c156-bcac-4c77-a555-cd72605178da
