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Daily Activity - Sales by Brand

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πŸ“‹ Summary:

This daily sales report breaks down gross sales, discounts, and net sales by brand, providing a comprehensive snapshot of current sales performance across different wine labels. Ideal for accounting teams, marketing managers, and sales directors, the report helps track which brands are generating the most revenue and where discounting strategies might be impacting overall profitability. Wine industry professionals can use this view to quickly understand brand-level financial dynamics, compare performance across product lines, and make informed decisions about pricing, promotions, and inventory management - and users can easily customize the bookmark by adding additional filters or measures to drill deeper into specific insights.

This summary was generated by AI.

πŸ“ Public Bookmarks Folder: Accounting Reports

πŸ“Œ Quick Stats:

  • πŸ”» 0 filter(s) applied

  • πŸ“Š 1 dimension(s) displayed

  • πŸ“ˆ 3 measure(s) displayed

  • πŸ“„ 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.

πŸ”„ Filter Behavior: When you select this bookmark, your existing filters will be replaced with the bookmark's saved filters.


πŸ“ Original Description

this is similar to the old WineDirect report. We list the brand (vendor), gross sales (excl $0), discounts in dollars (excl $0) and net sales (sub total) in the period


πŸ”» Filters Applied

βœ… No filters applied - this bookmark shows all available data.


πŸ“‹ Columns Displayed

πŸ“Š Dimensions:

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

πŸ“ˆ Measures:


ℹ️ Additional Details

  • πŸ“ Public Bookmarks Folder: Accounting Reports

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

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