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Tasting Room: Guest Account Trends

Shows tasting room guest account creation trends over time to help wineries track visitor information capture patterns.

Updated over a week ago

Platform: Enolytics DTC

Summary:

What it shows: This Tasting Room dashboard tracks how your winery creates and manages guest accounts over time, helping you understand patterns in capturing visitor information during tastings and events.

Key visualizations: The combo chart displays historical trends of guest account creation and usage, while the table provides detailed breakdowns you can filter by date range, staff member, or account type to dive deeper into specific periods or performance.

When to use it:
• Evaluating how well your tasting room staff are capturing guest information and building your customer database
• Identifying seasonal patterns or peak periods when you're most successful at converting visitors into trackable contacts

Questions this page answers:
• How many new guest accounts are we creating each month in our tasting room?
• Which time periods show the strongest guest account growth?
• Can I see trends in how we're building our customer database from tasting room visits?
• Are there seasonal patterns in guest account creation that I should know about?
• How is our team performing at capturing visitor information over time?

Tip: Use the date filters to compare guest account creation during your peak tasting seasons versus quieter periods—this helps you understand when your team has the best opportunities to build relationships with new 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

  • Visual components: 3

  • Combo Chart: Historical Guest Account Usage

    • Monthly

    • Rolling 12 Months

    • Completed Date

  • Table

    • Orders TR (Excl $0) CP

    • Guest Account Usage (Excl $0) CP

    • Guest Account Usage (Excl $0) MTD

    • Guest Account Usage (Excl $0) YTD

    • Guest Account Usage (Excl $0) YDAY

    • Guest Account Usage (Excl $0) All Time

    • Sales Associate

Visual Components

  • Filter Panel: Calendar

  • Combo Chart: Historical Guest Account Usage

    • Monthly

    • Rolling 12 Months

    • Completed Date

  • Table

    • Orders TR (Excl $0) CP

    • Guest Account Usage (Excl $0) CP

    • Guest Account Usage (Excl $0) MTD

    • Guest Account Usage (Excl $0) YTD

    • Guest Account Usage (Excl $0) YDAY

    • Guest Account Usage (Excl $0) All Time

    • Sales Associate

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