📋 Summary:
This daily sales report provides a comprehensive breakdown of wine sales across different order types and sales channels, allowing winery teams to quickly understand their revenue streams and performance metrics. By detailing net sales, shipping costs, taxes, and total revenue including tips, the report gives finance and marketing professionals an immediate snapshot of daily sales performance across club, tasting room, and e-commerce channels. Tasting room managers, wine club directors, and finance teams can use this report to track daily revenue, compare channel performance, and identify trends in sales composition and customer spending. Users can easily customize this bookmark by adding or removing dimensions and filters to drill deeper into specific sales insights or create a personalized version that matches their specific reporting needs.
This summary was generated by AI.
📁 Public Bookmarks Folder: Accounting Reports
📌 Quick Stats:
🔻 0 filter(s) applied
📊 4 dimension(s) displayed
📈 7 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 similar to the old WineDirect Sales by Order Type report. We list Order Type, Channel, Subtotal (Net Sales), Shipping, Taxes, CRV Taxes, Total, Tips and Total after Tips for the period.
🔻 Filters Applied
✅ No filters applied - this bookmark shows all available data.
📋 Columns Displayed
📊 Dimensions:
Order Type — The order_type is the channel or order type the transaction happened in. Order Type is the lowest level of the transaction channel. Commerce7 has limited channels (POS, Club, Web, Inbound), while WD allows for free text creation of order types. The channel in Commerce7 is equivalent to the order type in WD. VST doesn't have a field for channel but has a set of booleans (isClub, IsWeb, etc.) that allow us to create an order type.
Channel — This is a mapped field, where we map the order type to an aggregated channel (eg. iPad and Mobile both can map to channel POS.)
POS Profile — C7 POS Profile
Sales Attribute — This is a WineDirect specific field. Sales attribute are discreet dropdown values helping to categorize the order. It is not often used.
📈 Measures:
ℹ️ Additional Details
📁 Public Bookmarks Folder: Accounting Reports
🔑 Bookmark ID:
1babbcb1-b5c1-4598-9ff7-613bfc5f35fd