📋 Summary:
This Sales by Channel and Order Type bookmark provides a comprehensive snapshot of sales performance across different purchasing channels and order types, allowing winery teams to understand precisely how customers are buying wine and through which specific avenues. By breaking down orders, net sales, shipping costs, and other key financial metrics, the report enables detailed analysis of revenue streams, helping managers identify which channels are most productive and where potential opportunities or optimization strategies might exist. Marketing directors, wine club managers, and sales teams can use this report to track performance, compare channel effectiveness, and make data-driven decisions about sales strategies - and users can easily customize the bookmark by adjusting filters or columns to drill down into more specific insights relevant to their immediate business questions.
This summary was generated by AI.
📁 Public Bookmarks Folder: Business Reports/Sales Summary
📌 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.
🔻 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
📁 Public Bookmarks Folder: Business Reports/Sales Summary
🔑 Bookmark ID:
b9b81b2f-15d1-4c6a-81c4-1fee3396fc93