Presenter Talking Points
State Composition
Sales performance versus adjustments (all-time).
Moody Teas: Transcendence Sales Deck
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Presentation target: Monday, May 11, 2026 at 12:30 PM CST
Quarterly Sales Breakdown
Metric
Completed-sales view only
Campaign Sales
Interactive bars update by metric. Context on unclosed and canceled orders is shown on the last slide.
Sales Momentum
Net sales trend: completed sales minus adjustments.
Quarterly Waterfall
Quarter
Waterfall shows completed sales moving to net sales after adjustments.
Quarterly Sales Detail
| Quarter | Orders | Units | Sales (Taxed) | Refunds | Net Sales |
|---|
Product Sales Summary
| Product | SKU | Orders | Units | Sales (Taxed) |
|---|
Top Customers
| Customer | Orders | Units | Sales |
|---|
Customer table focuses on account-level contribution.
Quick Product Highlights
Agreement Goal Tracker (Sep 1, 2025 to Jan 26, 2026)
Reimbursement Status: Paid in Full.
Financial Goals vs Actuals (Term)
All values are calculated from recorded sales + agreement percentages.
Promotion Goal Targets
Targets are from the agreement. Activity completions are tracked in campaign reporting, not in sales records.
Operational Context (Open/Canceled Orders)
Draft and cancel values are intentionally shown only in this final section.
Presentation Notes
- Main presentation metrics use completed sales only.
- Open and canceled order context is shown only in the final context section.
- Donation and match values are calculated directly from the agreement percentages.
- Commission value is shown at the fixed 18% rate on net sales, with reimbursement marked paid in full.