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Sales: Highlights

Sales Highlights dashboard provides comprehensive overview of winery DTC performance with critical KPIs and key metrics across all channels.

Updated this week

Platform: Enolytics DTC

Summary:

What it shows: The Highlights dashboard gives you a comprehensive overview of your winery's sales performance, featuring your most critical KPIs in one place. This is your go-to Sales dashboard for quickly understanding how your DTC business is performing across all channels.

Key visualizations: Eight primary KPI cards showcase your essential metrics like revenue, orders, and customer counts, with eight secondary KPIs available on a separate tab for deeper analysis. The combo chart tracks performance trends over time, while the waterfall chart breaks down the components driving changes in your key metrics.

When to use it:
• Getting a quick pulse check on overall sales performance before diving into specific reports
• Preparing for management meetings or investor calls where you need top-line numbers at your fingertips
• Monitoring month-over-month or year-over-year progress against your sales goals

Questions this page answers:
• How is my overall DTC revenue performing compared to last period?
• What are my key sales metrics like order volume, average order value, and customer acquisition?
• Where can I see a quick snapshot of performance across wine club, tasting room, and eCommerce?
• Can I view trends in my most important KPIs over time?
• How do I identify which factors are driving changes in my sales performance?

Tip: Use the filter panel to quickly switch between time periods or focus on specific channels — this lets you spot trends and anomalies without navigating to different reports.

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.

Page Info

  • Category: Sales

  • Menu: Sales - Highlights

  • Visual components: 19

Tabs

This page has multiple views you can switch between:

Primary KPIs (default)

  • KPI Card: Total Amt CP, Total Amt Δ%

  • KPI Card: Tips CP, Tips Δ%

  • KPI Card: Total After Tips CP, Total After Tips Δ%

  • KPI Card: Taxes CP, Taxes Δ%

  • KPI Card: Shipping CP, Shipping Δ%

  • KPI Card: Deposit CP, Deposit Δ%

  • KPI Card: Handling CP, Handling Δ%

  • KPI Card: Net Sales CP, Net Sales Δ%

Secondary KPIs

  • KPI Card: Distinct Purchasers (Excl $0) CP, Distinct Purchasers (Excl $0) Δ%

  • KPI Card: 750ml Bottles Per Order (Excl $0) CP, 750ml Bottles Per Order (Excl $0) Δ%

  • KPI Card: Refund Ratio (Excl $0) CP, Refund Ratio (Excl $0) Δ%

  • KPI Card: Net Sales Per Case (Excl $0) CP, Net Sales Per Case (Excl $0) Δ%

  • KPI Card: 750ml Bottles (Excl $0) CP, 750ml Bottles (Excl $0) Δ%

  • KPI Card: Margin % (Excl $0) CP, Margin % (Excl $0) Δ%

  • KPI Card: Orders Wine (Excl $0) CP, Orders Wine (Excl $0) Δ%

  • KPI Card: Avg Price Per Bottle (Excl $0) CP, Avg Price Per Bottle (Excl $0) Δ%

  • Combo Chart: Net Sales History

    • Net Sales All Time

    • Order Completed Date

  • Waterfall Chart: Sales Summary

    • Gross Sales (Excl $0) CP

    • Discounts $ (Excl $0) CP | Negative

    • Handling CP

    • Shipping CP

    • Taxes CP

    • Tip CP

    • Deposit CP

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