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POS Profile Analysis

POS Profile Analysis report shows tasting room performance metrics by customer segments, comparing current vs previous periods.

Updated over a week ago

Platform: Enolytics DTC

Summary:

What it shows: This ready-made report breaks down your tasting room performance by POS Profile segments, comparing current period to previous period across all key metrics. The report automatically (1) excludes customers with no POS profile, focusing only on your segmented tasting room visitors. You'll see sales, orders, visitor counts, and bottle metrics — everything you need to understand how different customer segments are performing in your tasting room.

Who should use it:
• Tasting room managers tracking segment performance
• General managers analyzing visitor behavior and spend patterns
• Marketing teams planning targeted campaigns for different customer types

When to use it:
• Monthly reviews to see which customer segments are growing or declining
• Planning tasting room strategies based on high-value segment trends
• Identifying opportunities to convert tasters into higher-spending segments

Questions this report answers:
• "How do I see which POS customer segments are driving the most revenue?"
• "Can I get a report showing how different tasting room customer types compare period over period?"
• "Where can I find tasting room performance broken down by customer profile?"
• "How do I analyze which customer segments visit most often and spend the most?"
• "Can I see bottle sales and visitor counts by POS profile in one view?"

Tip: Pay attention to the Tasters columns alongside AOV Wine data — this combination reveals whether segments are bringing more people through the door or getting existing visitors to spend more per visit.

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.

📂 How to Access This Report

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:

  • Click the Bookmarks icon in the left sidebar

  • Look under Public Bookmarks

  • Open the folder: Business Reports

  • Click POS Profile Analysis

Quick Stats:

  • 1 filter(s) applied

  • 1 dimension(s) displayed

  • 21 measure(s) displayed

  • Report Page: Build Beyond Limits | Advanced Reporting

⚠️ 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.


📝 Original Description

POS Profile Analysis report shows tasting room performance metrics by customer segments, comparing current vs previous periods.


Filters Applied

The following filters narrow down the data in this bookmark:

Dimension Filters:


📋 Columns Displayed

Dimensions:

Measures:


ℹ️ Additional Details

  • Bookmark ID: 8cc4acf9-4c95-48a2-9117-a4eeea8b69f8

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