Platform: Enolytics DTC
Summary:
What it shows: The KPI Dashboard is your command center for tracking all the essential metrics that matter most to your winery's direct-to-consumer business. This uncategorized dashboard brings together performance indicators across sales, wine club operations, tasting room activity, and order management in one comprehensive view.
Key visualizations: The dashboard organizes into focused tabs — Primary KPIs for core metrics like net sales and AOV, Performance charts showing activity trends over time, specialized POS KPIs tracking tasting room conversion rates, Wine Club KPIs monitoring membership growth and cancellations, and Order Activity metrics. Geographic maps and product performance charts help you understand where and what is driving your sales, while sales associate performance breakdowns show who's contributing most to your success.
When to use it:
• Daily or weekly check-ins to monitor overall business health and spot trends early
• Monthly performance reviews to assess progress against goals and identify areas needing attention
• Strategic planning sessions when you need a complete picture of your DTC operations
Questions this page answers:
• How are my core business metrics performing compared to last period?
• Where can I see wine club growth, cancellations, and membership trends all in one place?
• Can I view which sales associates are driving the most revenue?
• How do I track tasting room conversion rates and bottles per taster?
• Where can I find geographic breakdowns of my sales performance?
Tip: Use the drill-through filters to slice your KPIs by channel type or sales attributes — this helps you quickly identify whether performance issues or wins are coming from specific areas like wine club versus tasting room sales.
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
Menu: KPI Dashboard
Default drill-through: Channel Type
Drill-through options: Channel Type, Order Type, Sales Attribute, Pos Profile, Department, Department Type, Aggregated Department, Account Name
Visual components: 42
Tabs
This page has multiple views you can switch between:
Dashboard > Primary KPIs (default)
KPI Card: AOV (Excl $0) CP, AOV (Excl $0) Δ%
KPI Card: Net Sales CP, Net Sales Δ%
KPI Card: Net Sales CP, Net Sales Δ%
KPI Card: Discounts % (Excl $0) CP, Discounts % (Excl $0) Δ%
KPI Card: Cases Sold (Excl $0) CP, Cases Sold (Excl $0) Δ%
KPI Card: Guest Account Usage (Excl $0) CP, Guest Account Usage (Excl $0) Δ%
KPI Dashboard > Performance (default)
Bar Chart: Performance Activity
Net Sales CP
Cases Sold (Excl $0) CP
Distinct Purchasers (Excl $0) CP
Items (Excl $0) CP
AOV (Excl $0) CP
Net Sales Wine CP
AOV Wine (Excl $0) CP
Cases Sold (Incl $0) CP
Items (Incl $0) CP
General Dimension (drill-through: Channel Type, Order Type, Sales Attribute, Pos Profile, Department, Department Type, Aggregated Department, Account Name)
KPI Dashboard > Accumulated Performance (default)
Line Chart: Accumulated Performance By Week
Net Sales All Time
Cases Sold (9L) All Time (Excl $0)
order_completed_week
order_completed_year
KPI Dashboard > Chart Switching (default)
Dashboard > POS KPIs
KPI Card: Tasters CP, Tasters Δ%
KPI Card: 750ml Bottles (Excl $0) CP, 750ml Bottles (Excl $0) Δ%
KPI Card: 750ml Bottles (Excl $0) Per Taster CP, 750ml Bottles (Excl $0) Per Taster Δ%
KPI Card: Non-Member Tasters CP, Non-Member Tasters Δ%
KPI Card: Club Conversion Rate CP, Club Conversion Rate Δ%
KPI Card: New Member Tasters CP, New Member Tasters Δ%
KPI Card: Member Tasters CP, Member Tasters Δ%
Dashboard > Wine Club KPIs
KPI Card: Membership Signups CP, Membership Signups Δ%
KPI Card: Membership Growth CP, Membership Growth Δ%
KPI Card: Membership Total YDAY, Membership Total YDAY Δ%
KPI Card: Membership Switches CP, Membership Switches Δ%
KPI Card: Membership Active YDAY, Membership Active YDAY Δ%
KPI Card: Membership Cancellations CP, Membership Cancellations Δ%
Dashboard > Order Activity
KPI Card: Orders Wine (Excl $0) CP, Orders Wine (Excl $0) Δ%
KPI Card: Refund Ratio (Excl $0) CP, Refund Ratio (Excl $0) Δ%
KPI Card: Orders (Excl $0) CP, Orders (Excl $0) Δ%
KPI Card: Refunds (Excl $0) CP, Refunds (Excl $0) Δ%
KPI Card: Orders (Only $0) CP, Orders (Only $0) Δ%
KPI Card: Cases Sold (Only $0) CP, Cases Sold (Only $0) Δ%
KPI Dashboard > Compared to PP
Table: Compared to Prior Period
Net Sales CP
Net Sales PP
Net Sales Δ%
General Dimension (drill-through: Channel Type, Order Type, Sales Attribute, Pos Profile, Department, Department Type, Aggregated Department, Account Name)
Dashboard > Who Sold Charts
Pie Chart: Sales Associate Performance as % of Total
NetSales_Cases_%
Sales Associate
Bar Chart: Sales Associate Performance
Net Sales CP
Membership Signups CP
Sales Associate
Dashboard > Where Did Charts
Bar Chart: Geographic Performance
Net Sales CP
Cases Sold (9L) CP (Excl $0)
Distinct Purchasers (Excl $0) CP
Items (Excl $0) CP
AOV (Excl $0) CP
Net Sales Wine CP
AOV Wine (Excl $0) CP
General Dimension - Geo (drill-through: Channel Type, Order Type, Sales Attribute, Pos Profile, Department, Department Type, Aggregated Department, Account Name)
Input Field: Geo
Map: Geographic View
Use this to visualize where your customers are located and identify geographic concentrations of sales. Essential when you're planning events, considering shipping policies, or asking "Where should we focus our marketing efforts?"
Dashboard > What Did Charts
Pie Chart: Product Performance as % of Total
NetSales_Cases_%
General Dimension - Product (drill-through: Channel Type, Order Type, Sales Attribute, Pos Profile, Department, Department Type, Aggregated Department, Account Name)
Bar Chart: Product Performance
Net Sales CP
Cases Sold (Excl $0) CP
Orders (Excl $0) CP
Distinct Purchasers (Excl $0) CP
Items (Excl $0) CP
Cases Sold (Incl $0) CP
Items (Incl $0) CP
Cases Sold (Only $0) CP
General Dimension - Product (drill-through: Channel Type, Order Type, Sales Attribute, Pos Profile, Department, Department Type, Aggregated Department, Account Name)
Input Field: Dashboard Drill to (Channel Type, Order Type, Sales Attribute, Pos Profile, Department, Department Type, Aggregated Department, Account Name)