Platform: Enolytics DTC

Summary:

What it shows: Your complete DTC performance dashboard comparing current period to prior period across all sales channels. This ready-made report displays 8 core metrics (net sales, cases sold, AOV, discount percentage, bottles per order, price per bottle, unique customers, and order count) with period-over-period percentage changes — no setup needed, just pick your date range and go.

Who should use it:
• Winery owners and general managers tracking overall business performance
• Sales and marketing teams monitoring channel effectiveness

When to use it:
• Weekly or monthly performance reviews to spot trends across channels
• Preparing board reports or investor updates with key business metrics
• Identifying which channels are growing or declining period-over-period

Questions this report answers:
• "How do I get a high-level view of how my business is performing compared to last month?"
• "Where can I see all my major KPIs in one place with year-over-year comparisons?"
• "Can I pull a report showing which sales channels are growing and which are declining?"
• "How do I compare my tasting room performance to my online sales this quarter?"
• "Where can I find a summary of cases sold, revenue, and customer counts across all channels?"

Tip: Set your date picker to compare meaningful periods (month-over-month, quarter-over-quarter, or year-over-year) to get the most actionable insights from the percentage change columns.

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.

This is a public bookmark — a pre-built report ready for you to use. You don't need to create it from scratch.

To open it:

Quick Stats:

⚠️ Date Picker Required: This report uses time-sensitive measures that respond to the date picker. The bookmark does not save date picker settings. Please adjust the date picker to ensure the report shows the data for your desired time period.

Filter Behavior: When you select this bookmark, your existing filters will be replaced with the bookmark's saved filters.

Displays 8 core DTC wine metrics including net sales, cases sold, AOV, discount percentage, bottles per order, and customer data.

✅ No filters applied - this bookmark shows all available data.

Dimensions:

Measures: