📋 Summary:
This Sales and Avg Price by SKU bookmark provides a comprehensive breakdown of product performance across different sales channels, giving winery teams a detailed view of how individual wine SKUs are performing in terms of quantity sold and net revenue. Managers can quickly identify top-performing wines, understand sales trends by vintage and varietal, and assess pricing strategies across different order types and channels like wine club, tasting room, and e-commerce. The marketing and sales teams can use this report to make data-driven decisions about inventory management, promotional strategies, and product positioning, with the flexibility to customize the view by adding or removing filters to drill down into specific insights most relevant to their current business objectives.
This summary was generated by AI.
📁 Public Bookmarks Folder: Accounting Reports
📌 Quick Stats:
🔻 0 filter(s) applied
📊 8 dimension(s) displayed
📈 3 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 report shows sales by SKU, including product details, departmental classification, and sales performance (quantity, net sales, and average sale).
🔻 Filters Applied
✅ No filters applied - this bookmark shows all available data.
📋 Columns Displayed
📊 Dimensions:
Item SKU — The unique product sku (stock keeping unit) as defined in the CRM
Vintage — This is the vintage of the product.
Varietal — This is the varietal of the wine. Examples are: Cabernet Sauvignon, Pinot Noir, Chardonnay, etc. Commerce7 has these values as Enums, while Classic WineDirect has it set as a free text field. We pass it on for reporting but due to the free text nature, we will not do much else with it.
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.)
Sales Attribute — This is a WineDirect specific field. Sales attribute are discreet dropdown values helping to categorize the order. It is not often used.
Department — Departments serve as broad categories to help organize Products internally, mainly for accounting purposes and to be displayed in Reports. We use departments extensively to identify tasters, display data in the Tasting Room Module for Tasting Details and Glass Pours.
Item Name — The name of the product as defined in the CRM
📈 Measures:
ℹ️ Additional Details
📁 Public Bookmarks Folder: Accounting Reports
🔑 Bookmark ID:
40baed0d-9fd8-49b7-8559-a0f97715373d