Platform: Enolytics DTC

Summary:

## Σ Fulfilled Sales Presets

What it calculates: This tracks your total fulfilled sales revenue from the start of the current month through today, focusing on orders that have been completed and paid (including refunded transactions). It specifically looks at shipped orders where Payment Status is 'Paid', 'Refunded', or 'External' and Order Status is 'Completed', giving you a clean view of actual revenue flowing through your business month-to-date.

Variants:
• MTD: Month-to-date fulfilled sales
• MTD LY: Same metric for last year's comparable period
• MTD Δ: Dollar change from last year
• MTD Δ%: Percentage change from last year
• YDAY: Yesterday's fulfilled sales
• YTD: Year-to-date fulfilled sales
• YTD LY: Year-to-date last year
• YTD Δ: Year-over-year dollar change
• YTD Δ%: Year-over-year percentage change

How to use it:
• Monitor daily revenue momentum by comparing MTD performance against last year to spot trends early in the month
• Assess whether you're on track for monthly goals by analyzing the YTD trajectory and identifying accelerating or declining patterns
• Use the delta metrics to quantify growth stories for stakeholders or pinpoint periods needing attention

Tip: The "fulfilled" aspect means this captures revenue when orders actually ship, not when they're placed — perfect for cash flow planning and understanding real business velocity.

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.

Quick Stats:

Type: Sum/Total
Build Beyond Limits Group: Σ Fulfilled Sales Presets

Fulfilled Sales MTD

Month-to-Date is partially dependent on the date picker. The end date determines the current month, while the start date is automatically set to the first day of that month. Measures labeled with 'MTD' ignore the start date in the picker but are affected by the end date and applied filters.

🔢 Formula

m₁
with:
m₁ = Sum([Order Items].[Quantity] × [Order Items].[Sold Price])
    WHERE
        [Order Items].[Order Status] = 'Completed'
        AND [Order Items].[Payment Status] IN ('Paid', 'Refunded', 'External')
        AND [Orders].[Fulfilled Date] ≥ 'Start of Month in Current Period'
        AND [Orders].[Fulfilled Date] ≤ 'End of Current Period'
        AND [Orders].[Is Shipped] = true

Output Format: $#,###.00

Formula Last Updated: 2026-03-25T16:05:47Z

Fulfilled Sales MTD LY

This measure compares the same month as the Current MTD but for the previous year. The end date determines the month last year, with the start date set to the first day of that month. Measures labeled with 'MTD LY' are influenced by the end date and any applied filters.

🔢 Formula

m₁
with:
m₁ = Sum([Order Items].[Quantity] × [Order Items].[Sold Price])
    WHERE
        [Order Items].[Order Status] = 'Completed'
        AND [Order Items].[Payment Status] IN ('Paid', 'Refunded', 'External')
        AND [Orders].[Fulfilled Date] ≤ 'End of Previous Period'
        AND [Orders].[Fulfilled Date] ≥ 'Start of Month in Previous Period'
        AND [Orders].[Is Shipped] = true

Output Format: $#,###.00

Formula Last Updated: 2026-03-25T16:10:44Z

Fulfilled Sales MTD Δ

This is the absolute difference between the Current MTD and the Previous MTD periods. The end date in the picker determines the current month, with the start date defaulting to the month's first day. Measures labeled with 'MTD Δ' are governed by the end date and any applied filters.

🔢 Formula

No formula available

Output Format: $#,###.#0

Formula Last Updated: 2026-03-25T16:20:45Z

Fulfilled Sales MTD Δ%

This represents the percentage difference between the Current MTD and the Previous MTD periods. Measures labeled with 'MTD Δ%' follow the same rules as 'MTD Δ,' depending on the end date and any applied filters.

🔢 Formula

No formula available

Output Format: ##0.0%;-##0.0%

Formula Last Updated: 2026-03-25T16:21:41Z

Fulfilled Sales YDAY

'Yesterday' corresponds to the end date selected in the date picker. Measures labeled with 'YDAY' are unaffected by the start date in the picker and are subject to applied filters, including time-based ones (e.g., Completed Year-Month).

🔢 Formula

m₁
with:
m₁ = Sum([Order Items].[Quantity] × [Order Items].[Sold Price])
    WHERE
        [Order Items].[Order Status] = 'Completed'
        AND [Order Items].[Payment Status] IN ('Paid', 'Refunded', 'External')
        AND [Orders].[Fulfilled Date] = 'End of Current Period'
        AND [Orders].[Is Shipped] = true

Output Format: $#,###.00

Formula Last Updated: 2026-03-25T16:13:40Z

Fulfilled Sales YTD

Year-to-Date is partially dependent on the date picker. The end date determines the current year, with the start date set to the first day of that year. Measures labeled with 'YTD' ignore the start date but respect the end date and applied filters.

🔢 Formula

m₁
with:
m₁ = Sum([Order Items].[Quantity] × [Order Items].[Sold Price])
    WHERE
        [Order Items].[Order Status] = 'Completed'
        AND [Order Items].[Payment Status] IN ('Paid', 'Refunded', 'External')
        AND [Orders].[Fulfilled Date] ≥ 'Start of Year in Current Period'
        AND [Orders].[Fulfilled Date] ≤ 'End of Current Period'
        AND [Orders].[Is Shipped] = true

Output Format: $#,###.00

Formula Last Updated: 2026-03-25T16:14:19Z

Fulfilled Sales YTD LY

This measure compares the same year-to-date range as the Current YTD but for the previous year. The end date determines the year last year, with the start date set to the year's first day. Measures labeled with 'YTD LY' are subject to the end date and applied filters.

🔢 Formula

m₁
with:
m₁ = Sum([Order Items].[Quantity] × [Order Items].[Sold Price])
    WHERE
        [Order Items].[Order Status] = 'Completed'
        AND [Order Items].[Payment Status] IN ('Paid', 'Refunded', 'External')
        AND [Orders].[Fulfilled Date] ≥ 'Start of Year in Previous Period'
        AND [Orders].[Fulfilled Date] ≤ 'End of Previous Period'
        AND [Orders].[Is Shipped] = true

Output Format: $#,###.00

Formula Last Updated: 2026-03-25T16:15:04Z

Fulfilled Sales YTD Δ

This is the absolute difference between the Current YTD and Previous YTD periods. The end date determines the current year, while the start date defaults to the year's first day. Measures labeled with 'YTD Δ' adhere to the end date and applied filters.

🔢 Formula

No formula available

Output Format: $#,###.#0

Formula Last Updated: 2026-03-25T16:22:54Z

Fulfilled Sales YTD Δ%

This represents the percentage difference between the Current YTD and Previous YTD periods. Measures labeled with 'YTD Δ%' follow the same rules as 'YTD Δ,' depending on the end date and applied filters.