📋 Summary:
This Daily Activity - Sales Overview bookmark provides a quick snapshot of gross sales, discounts, and net sales by department for the current period, giving winery leadership an immediate pulse on revenue performance across different sales channels. The report enables finance and marketing teams to track top-level sales metrics, compare performance between tasting room, wine club, and e-commerce channels, and quickly identify any unusual trends or potential revenue anomalies. Wine club managers, marketing directors, and financial controllers can use this report as a high-level diagnostic tool to understand overall sales dynamics, with the flexibility to drill down further or customize the view by adding additional filters, dimensions, or measures to support more detailed analysis.
This summary was generated by AI.
📁 Public Bookmarks Folder: Accounting Reports
📌 Quick Stats:
🔻 0 filter(s) applied
📊 1 dimension(s) displayed
📈 3 measure(s) displayed
📄 Report Page: Build Beyond Limits | Advanced Reporting
⚠️ 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.
📝 Original Description
This is a similar report to the Old WineDirect Sales Overview Report. It shows by product type, the gross sales, discounts, net sales, cost of goods, shipping, taxes, total amount, tips and total after tips for the period
🔻 Filters Applied
✅ No filters applied - this bookmark shows all available data.
📋 Columns Displayed
📊 Dimensions:
Department — Departments serve as broad categories to help organize Products internally, mainly for accounting purposes and to be displayed in Reports. We use departments extensively to identify tasters, display data in the Tasting Room Module for Tasting Details and Glass Pours.
📈 Measures:
ℹ️ Additional Details
📁 Public Bookmarks Folder: Accounting Reports
🔑 Bookmark ID:
33a677f1-b172-4670-9786-29e29c132b4c