Platform: Enolytics DTC

Summary:

What it shows: A comprehensive monthly sales breakdown that tracks every aspect of your revenue stream — from paid orders and complimentary shipments to refunds, shipping, taxes, and even tips. This ready-made report gives you a complete financial picture month by month, with no setup required.

Who should use it:
• Winery owners and general managers tracking overall business performance
• Finance teams reconciling monthly sales data and preparing reports

When to use it:
• Monthly business reviews to analyze sales trends and seasonal patterns
• Preparing financial reports or comparing performance across different months
• Investigating revenue fluctuations or validating sales data for accounting purposes

Questions this report answers:
• "How do I get a complete breakdown of all my monthly sales data in one place?"
• "Where can I see both paid orders and complimentary orders side by side?"
• "Can I pull a report showing monthly refunds along with gross sales?"
• "How do I find shipping revenue and tax collections by month?"
• "Where can I see the difference between net sales and total revenue including tips?"

Tip: Use the date picker to focus on specific time periods — the "CP" (Current Period) measures will automatically adjust to show data for your selected date range, making it easy to compare different months or analyze year-over-year trends.

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: Business Reports/Sales Summary
Click Sales by Month

Quick Stats:

0 filter(s) applied
1 dimension(s) displayed
10 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 remain intact and will not be overwritten.