Platform: Enolytics DTC

Summary:

What it shows: A comprehensive breakdown of sales performance by individual sales associate, showing both the volume and value of transactions each team member generates. This ready-made report pulls together all the key metrics you need to evaluate sales staff performance — no setup required.

Who should use it:
• Sales managers and tasting room supervisors tracking team performance
• Winery owners evaluating staff productivity and compensation decisions

When to use it:
• During monthly or quarterly performance reviews with sales staff
• When analyzing which associates drive the most revenue and identifying top performers
• Before making staffing decisions or adjusting commission structures

Questions this report answers:
• "How can I see which sales associates are bringing in the most revenue?"
• "Where do I find a breakdown of sales performance by team member?"
• "Can I get a report showing orders and refunds by each sales associate?"
• "How do I compare total sales across my tasting room staff?"
• "Which associates are processing the most paid orders versus comp orders?"

Tip: Use the Total After Tips column to see the complete revenue picture for each associate — this captures their full contribution including customer gratuities. Remember to set your date picker to focus on the specific 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.

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:

Quick Stats:

⚠️ 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.

Sales performance metrics by individual sales associate including transaction volume, values, and key staff evaluation data.

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

Dimensions:

Measures: