Platform: Enolytics DTC

Summary:

What it shows: A comprehensive breakdown of your sales performance across all channels — Club, Website/eCommerce, and Tasting Room/POS. This ready-made report shows gross sales, discounts, net sales, shipping, taxes, and total amounts for each channel, giving you a complete financial picture without any setup required.

Who should use it:
• Winery owners and general managers tracking overall business performance
• Sales and marketing teams comparing channel effectiveness

When to use it:
• Monthly or quarterly business reviews to assess channel performance
• Planning marketing budgets and resource allocation across channels
• Preparing financial summaries for stakeholders or board meetings

Questions this report answers:
• "How do I see which sales channel is performing best?"
• "Where can I find a breakdown of revenue by channel?"
• "Can I get a report showing gross vs net sales for each channel?"
• "How do I compare my tasting room sales to online sales?"
• "Where can I see total discounts given by channel?"

Tip: Remember to set your date picker to the specific time period you want to analyze — the Current Period (CP) measures will adjust automatically to show data for your selected timeframe.

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 Summary by Channel

Quick Stats:

0 filter(s) applied
1 dimension(s) displayed
9 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.