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Daily Activity - Sales by Brand

View daily sales performance breakdown by brand showing gross sales, discounts applied, and net sales for paid orders only.

Updated over a week ago

Platform: Enolytics DTC

Summary:

What it shows: A clean breakdown of your sales performance by brand, showing gross sales, discounts applied, and net sales for paid orders only. This is your go-to daily sales summary — think of it as the modern version of the classic WineDirect brand performance report, ready to use without any setup.

Who should use it:
• Winery owners and general managers tracking daily performance
• Accounting teams preparing financial reports and reconciling sales data
• Brand managers monitoring individual product line performance

When to use it:
• Daily sales check-ins to see how each brand performed
• Monthly and quarterly financial reporting when you need clean sales breakdowns
• Brand performance analysis to identify your top revenue drivers

Questions this report answers:
• "How do I get a daily sales report broken down by brand like we used to have in WineDirect?"
• "Where can I see gross sales versus net sales for each of my wine brands?"
• "Can I pull a report showing how much we discounted by brand?"
• "How do I find our actual revenue after discounts for each product line?"
• "Where's the report that shows me total sales and discounts by brand for accounting?"

Tip: Remember to adjust your date picker to capture the specific period you're analyzing — the "CP" (Current Period) measures will pull data based on whatever date range you select.

Note: Parts of this article were generated with AI and may not be perfect. If something looks off or could be better, click the 😞 below — it opens a quick chat so you can let us know.

📂 How to Access This Report

This is a public bookmark — a pre-built report ready for you to use. You don't need to create it from scratch.

To open it:

  • Click the Bookmarks icon in the left sidebar

  • Look under Public Bookmarks

  • Open the folder: Accounting Reports

  • Click Daily Activity - Sales by Brand

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

View daily sales performance breakdown by brand showing gross sales, discounts applied, and net sales for paid orders only.


Filters Applied

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


📋 Columns Displayed

Dimensions:

  • Brand — This is the brand of the product. A winery mayhave several brands and those should get populated via the vendor or brand field.

Measures:


ℹ️ Additional Details

  • Bookmark ID: 9d8277a5-fcf8-4e1e-b6a2-9d7232f2710e

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