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Overview of Enolytics
Enolytics is a very powerful reporting and analytics platform for DTC. This is our KPI dashboard. You'll see all of the main KPIs here. There are additional KPIs like the tasting room KPIs, the wine club KPIs, and even additional order KPIs.
You can easily filter by just selecting. The filters are applicable across the application, so they stay in place—they're persistent. Now we can see "What did we sell?" You can see that both sides are in sync. I can drill deeper into the application and take a look at the product names. I can also analyze the performance of my sales associates at a glance.
I can maximize charts and see my sales associates' net sales in the period along with the number of sign-ups. It's easy to change my period. By default, we start with year-to-date, but I can switch to month-to-date, the last 12 months, or any custom period I choose.
Enolytics also tracks where people are living. We can drill into a state or a metro area and get more information as we go deeper. For maps, it's handy to maximize and start zooming in if needed.
Enolytics has different modules. The sales module tells the story of how much I sold, to whom I sold it, when I sold it, and what I sold. It also shows where people live. Most of your questions will align closely with the pages we have here.
We can also analyze what was sold together, which helps generate ideas for other suggestions we may make to customers. Filtering is easy; for example, I can filter by channel type, such as the tasting room, and all my data will update specifically for that selection.
The tasting room module provides details on sales performance for sales associates. The wine club module is great for managing attrition and finding new customer members. The "Who is at risk of leaving?" module shows which members are at high or very high risk of leaving the club. To help manage this, we provide a list of those who have changed statuses in the last six or eight days, with a slider allowing you to adjust the timeframe.
Enolytics also helps keep track of data quality. For example, it shows which wines are missing varietals or wine types and highlights wines with non-standardized volume.
You can build virtually any report in Enolytics and bookmark it. If you want to create a report by channel and wine name for net sales, simply type in "channel," "wine name," and "net sales for the period." This generates results showing sales by channel and wine name.
Switching to a pivot table is just as easy—simply select "Pivot Table" and move the channel over to display as a column. And there's our report.