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Tasting Room: Order Overview

Dashboard showing detailed tasting room transactions with order-level data to analyze in-person sales patterns and performance.

Updated over 3 weeks ago

Platform: Enolytics DTC

Summary:

What it shows: This dashboard gives you a detailed view of all tasting room transactions, letting you drill down into individual orders to understand what's driving your in-person sales. It's your go-to page in the Tasting Room category for reviewing order-level details and patterns.

Key visualizations: The page features a comprehensive filter panel to narrow down your data, plus a detailed table (Tasting Room Order Review) that displays individual order information with key metrics for each transaction.

When to use it:
• When you need to investigate specific tasting room orders or look for patterns in your POS sales data
• When preparing reports on tasting room performance or analyzing the effectiveness of in-person sales strategies

Questions this page answers:
• How do I see details about specific tasting room orders from a certain time period?
• Where can I find individual transaction data to understand what customers are buying in our tasting room?
• Can I view order-level information to identify our highest-value tasting room purchases?
• What filters can I use to narrow down tasting room orders by specific criteria?

Tip: Use the filter panel strategically to focus on specific date ranges or order characteristics – this makes it much easier to spot trends and outliers in your tasting room sales without getting overwhelmed by too much data.

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.

Page Info

  • Category: Tasting Room

  • Visual components: 2

  • Table: Tasting Room Order Review

    • TR - POS Net Sales CP

    • Sold Price

    • Order Completed On

    • Order Number

    • Item Name

    • Quantity

    • Varietal

    • Wine Name

    • Bundle Name

    • Sales Associate

    • Full Name

    • Customer Number

Visual Components

  • Filter Panel: Calendar

  • Table: Tasting Room Order Review

    • TR - POS Net Sales CP

    • Sold Price

    • Order Completed On

    • Order Number

    • Item Name

    • Quantity

    • Varietal

    • Wine Name

    • Bundle Name

    • Sales Associate

    • Full Name

    • Customer Number

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