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Sales by Channel and Order Type

Sales performance breakdown across Club, Website, and Tasting Room channels with order types, gross sales, refunds, shipping, and taxes.

Updated over a week ago

Platform: Enolytics DTC

Summary:

What it shows: A comprehensive breakdown of your sales performance across all channels (Club, Website, Tasting Room) and order types, including both paid and complimentary orders. This ready-made report gives you the complete financial picture — from gross sales and refunds to shipping, taxes, and tips — without any setup required.

Who should use it:
• General managers and owners tracking overall business performance
• Finance teams reconciling sales data and analyzing revenue streams

When to use it:
• During monthly or quarterly business reviews to compare channel performance
• When you need to understand the complete revenue picture beyond just gross sales
• To analyze the impact of complimentary orders and refunds on your bottom line

Questions this report answers:
• "How do I see a breakdown of sales by channel that includes shipping and taxes?"
• "Where can I find total revenue including tips and after all deductions?"
• "Can I get a report showing both paid and complimentary orders side by side?"
• "How do I compare the financial performance of my tasting room versus online sales?"
• "Where can I see refund amounts broken down by each sales channel?"

Tip: The "Total After Tips CP" column gives you the truest picture of actual revenue collected — this is your real cash flow from operations. Remember to set your date picker to focus on the time period you want to analyze.

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 Channel and Order Type

Quick Stats:

  • 0 filter(s) applied

  • 2 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.


📝 Original Description

Sales performance breakdown across Club, Website, and Tasting Room channels with order types, gross sales, refunds, shipping, and taxes.


Filters Applied

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


📋 Columns Displayed

Dimensions:

  • 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.)

  • 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.

Measures:


ℹ️ Additional Details

  • Bookmark ID: b9b81b2f-15d1-4c6a-81c4-1fee3396fc93

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