Sales by Order
Tracks sales by order number and gives a detailed breakdown of key data points
Headers used:
Order Date, Order Number, Order Type, Subtotal, Sales Tax, CRV Tax, Shipping, Handling, Tips, Discounts, Revenue Collected, Net Revenue Collected, Fulfillment Status, Fulfilled Date, Payment Type, Total Liters
Sales by Order Edit
Tracks changes made to orders, such as item additions, removals, or price adjustments, to provide insight into order modifications.
Headers used:
Order Date, Order Number, Order Type, Subtotal, Sales Tax, CRV Tax, Shipping, Handling, Tips, Discounts, Revenue Collected, Net Revenue Collected, Fulfillment Status, Fulfilled Date, Payment Type, Total Liters
Sales by Club Level
Breaks down sales data by wine club membership tiers, highlighting performance across different levels of the club.
Headers used:
Date, Club Name, Subtotal, Sales Tax, CRV Tax, Shipping, Handling, Tips, Discounts, Revenue Collected, Net Revenue Collected
Sales by State
Summarizes sales data based on the geographical state of the customer, useful for understanding regional performance and tax reporting purposes
Headers used:
Date, State Code, Subtotal, Sales Tax, CRV Tax, Shipping, Handling, Tips, Discounts, Revenue Collected, Net Revenue Collected
Sales by Product Type
Categorizes sales data by product types (e.g., wine, food, merchandise, other, bundle) to evaluate product group performance.
Headers used:
Date, Product Type, Total Units Sold, Subtotal, Sales Tax, CRV Tax, Shipping, Handling, Tips, Discounts, Revenue Collected, Net Revenue Collected
Sales by Discount
Displays sales data segmented by discount codes or promotions used, offering insight into the effectiveness of discounts.
Headers used:
Date, Discount Code, Discount Name, Total Orders, Subtotal, Sales Tax, CRV Tax, Shipping, Handling, Tips, Discounts, Revenue Collected, Net Revenue Collected
Sales by Payment Type
Provides a breakdown of sales based on the payment methods customers used with the following options:
-CARD (a credit card on file or entered manually)-SCANNER (paid for on a supported payment terminal)
-CASH (paid for with cash)
Headers used:
Date, Payment Type, Subtotal, Sales Tax, CRV Tax, Shipping, Handling, Tips, Discounts, Revenue Collected, Net Revenue Collected
Event Sales
Tracks sales data related to events SKUs including the number of sales and associated taxes.
Headers used:
Booking Date, Event Name, Event Price, Number Of Sales, Subtotal, Sales Tax, Shipping, Handling, Tips, Discounts, Revenue Collected, Net Revenue Collected
Sales by Tax
Summarizes sales data with a focus on tax amounts by state.
Headers used:
Date, State, State Code, Sales Tax, CRV Tax
Sales by Customer Type
Categorizes sales by customer type, such as new or returning customers or wine club members to analyze purchasing patterns.
Headers used:
Date, Customer Type, Total Quantity, Subtotal, Sales Tax, CRV Tax, Shipping, Handling, Tips, Discounts, Revenue Collected, Net Revenue Collected