Platform: Enolytics DTC
Summary:
What it shows: This dashboard gives you a comprehensive overview of your tasting room's performance through key metrics and trends. It's your go-to page in the Tasting Room category for understanding both the big picture and granular details of your on-site sales.
Key visualizations: The page features two sets of KPI cards (Primary and Secondary metrics), a combination chart showing trends over time, and a bar chart for comparative analysis. You can drill down by Sales Associate or Varietal to see performance at different levels of detail.
When to use it:
• Weekly or monthly tasting room performance reviews to spot trends and opportunities
• Evaluating individual sales associate performance and identifying coaching needs
• Planning staffing, inventory, or promotional strategies based on historical patterns
Questions this page answers:
• How is my tasting room performing overall compared to previous periods?
• Which sales associates are driving the most revenue and conversions?
• What are the key trends in my tasting room sales over time?
• Can I see how different varietals are performing in the tasting room?
• Where can I find the most important tasting room metrics in one place?
Tip: Use the drill-through options to switch between Sales Associate and Varietal views quickly—this helps you understand both who is selling well and what products are resonating with tasting room visitors.
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
Menu: TR - Highlights
Default drill-through: Sales Associate
Drill-through options: Sales Associate, Varietal
Visual components: 20
Tabs
This page has multiple views you can switch between:
Primary KPIs (default)
KPI Card: Wine Order Conversion CP, Wine Order Conversion Δ%
KPI Card: Non-Member Tasters CP, Non-Member Tasters Δ%
KPI Card: TR - Tasters CP, TR - Tasters Δ%
KPI Card: Cases Sold (Excl $0) CP, Cases Sold (Excl $0) Δ%
KPI Card: New Member Tasters CP, New Member Tasters Δ%
KPI Card: Net Sales CP, Net Sales % Δ%
KPI Card: Club Conversion Rate CP, Club Conversion Rate Δ%
KPI Card: Member Tasters CP, Member Tasters Δ%
Secondary KPIs
KPI Card: Avg Bottles Per Order CP (Excl $0), Avg Bottles Per Order Δ% (Excl $0)
KPI Card: Distinct Purchasers (Excl $0) CP, Distinct Purchasers (Excl $0) Δ%
KPI Card: Avg Price Per Bottle (Excl $0) CP, Avg Price Per Bottle (Excl $0) Δ%
KPI Card: Orders (Excl $0) CP, Orders (Excl $0) Δ%
KPI Card: Margin % (Excl $0) CP, Margin % (Excl $0) Δ%
KPI Card: Discounts % (Excl $0) CP, Discounts % (Excl $0) Δ%
KPI Card: AOV CP (Excl $0), AOV Δ% (Excl $0)
KPI Card: Refund Ratio (Excl $0) CP, Refund Ratio (Excl $0) Δ%
Bar Chart: Highlights | Net Sales
TR - POS Net Sales CP
General Dimension - TR - Highlights (drill-through: Sales Associate, Varietal)
Combo Chart: Highlights | Tasting Room Net Sales
Net Sales All Time
Order Completed Date