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Monthly Run Rates by Wine Name and Channel

Monthly sales run rates for wines showing 3, 6, and 12-month trends to identify seasonal patterns in tasting room performance.

Updated over 2 weeks ago

Platform: Enolytics DTC

Summary:

What it shows: This report displays monthly sales run rates for each wine in your portfolio, specifically focused on your tasting room performance. It shows three different time horizons — 3-month, 6-month, and 12-month run rates — so you can spot trends and seasonal patterns in your tasting room wine sales. The report is filtered to show (1) Tasting Room sales only, giving you a clear view of which wines are moving fastest (or slowest) in your on-site retail operation. This is a ready-made report — no setup needed.

Who should use it:
• Tasting room managers and wine club managers planning inventory and staff recommendations
• Winemakers and production teams forecasting future bottling needs

When to use it:
• Planning tasting room inventory purchases and deciding which wines to feature in flights
• Identifying slow-moving wines that might need promotional support or should be moved to club allocations

Questions this report answers:
• "How do I see which wines are selling best in my tasting room month over month?"
• "Can I get a report showing tasting room sales velocity for each wine in cases?"
• "Where can I find run rates for tasting room wines to help with inventory planning?"
• "How do I compare short-term vs long-term tasting room performance by wine?"
• "Which wines should I reorder for the tasting room based on current sales pace?"

Tip: Compare the 3-month vs 12-month run rates to spot wines gaining or losing momentum — a wine with strong 12-month numbers but weak 3-month rates might need a tasting room refresh or new staff talking points.

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: Forecasting

  • Click Monthly Run Rates by Wine Name and Channel

Quick Stats:

  • 1 filter(s) applied

  • 2 dimension(s) displayed

  • 4 measure(s) displayed

  • Report Page: Build Beyond Limits | Advanced Reporting

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


📝 Original Description

Monthly sales run rates for wines showing 3, 6, and 12-month trends to identify seasonal patterns in tasting room performance.


Filters Applied

The following filters narrow down the data in this bookmark:

Dimension Filters:


📋 Columns Displayed

Dimensions:

  • Item Wine Name — This is a automatically rendered field or mapped field. By default we will take the item name/product name and remove the vintage, unless the customer has mapped it with a different name in the configuration, in which case that will override the vintage removal method for that sku.

  • Channel — This is a mapped field, where we map the order type to an aggregated channel (eg. iPad and Mobile both can map to channel POS.)

Measures:


ℹ️ Additional Details

  • Bookmark ID: 18ce0978-dc5e-46e5-96af-8ada88794272

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