Part 1: The Canvas

Enolytics’ canvas is the heart of your analytics workflow. Here’s how DTC winery teams can use its flexible tabs, dropdowns, and interactive visuals to quickly answer key questions about performance, products, and customers.

The canvas is your main working space in Enolytics, where all analytics and visualizations are displayed. With tabs for different analysis types, smart dropdowns, and intuitive filters, it’s built to let tasting room managers, wine club directors, and owners get rich insights into sales channels, club performance, and more — all without leaving the dashboard.

Step 1: At the top of the canvas, you’ll see a set of tabs. Each tab lets you switch between different analysis types or views. When you click a tab, new information appears in the workspace.

Step 2: Notice the green dropdown at the bottom of the visualization. As highlighted in the screenshots, this dropdown allows you to change how data is grouped — for example, from analyzing by state to analyzing by small metro area. Switch the dropdown to see your data re-visualized by the selected option. Use this feature to focus on specific sales geographies or customer groupings that matter to your DTC program.

Step 3: Click back to the Performance section using the corresponding tab. You’ll see the same green dropdown available here to change the channel or breakdown type — for example, you may want to compare Tasting Room, Wine Club, and Website sales by region. The rectangle in the screenshot shows the dropdown in its location above the main chart.

Step 4: Explore product performance by clicking on the wines section — for instance, to analyze specific SKUs, varietals, or non-wine products. The annotations in the screenshot highlight how certain areas of the chart (such as individual bars or categories) are interactive. When you hover over a product bar or segment, colors fade as a cue that it’s selectable.

Step 5: Click on an item — e.g., "non wine" or the related bar in the product chart. Both the label and the bar are clickable; either triggers the filter selection. When you click, all other chart elements gray out, and the bar you selected remains highlighted in blue. This indicates you’re about to apply a filter.

Step 6: To filter on more than one item (e.g., to compare multiple SKUs or categories), simply click additional bars or labels. Each selected item gets included in the filter, and their respective bars remain highlighted. When ready, confirm your selection to apply the filter and update the visualization to reflect your choices. For this example, we'll keep just one filter active for non-wine products.

Step 7: To break down non-wine sales further, click the options menu on the chart (usually found in the upper-right of the visualization). Select Show Product Name from the dropdown. Now you’ll see which specific non-wine items were sold, such as tasting fees, charcuterie boards, and event tickets. The screenshot highlights the options menu and the resulting item-level breakdown.

Step 8: Many charts and tables include a maximize button (often found in a corner of the panel). Click this button to enlarge the chart, making trends and outliers easier to spot. Click minimize to return it to the standard view. If available, read the tips and descriptions beneath each visualization for additional context. Some help bubbles link directly to support documentation for deeper detail — click Details for more information.

Step 9: To change what metric you’re tracking (for example, from net sales to cases sold or number of purchasers), click the red-highlighted measure field above the chart. The screenshot annotation marks this with a red rectangle and arrow. This opens a dropdown of available measures.

Step 10: Select your preferred metric from the dropdown (for instance, Cases Sold). The chart will instantly update to reflect this new measure for every product, channel, or time frame selected.

Step 1: The green option dropdowns, red measure chooser, maximize buttons, and tabs are your key navigation tools on the canvas.

Step 2: Filters you apply to charts or tables are persistent across modules. For example, if you filter to “non-wine” in the Performance section and switch to the "What Did We Sell" module, this filter remains active, keeping your analysis consistent.

Step 3: Whenever you hover over a table, your cursor changes to a gloved hand, indicating interactive elements. Click on any value or row to filter by that specific item. Filters can be stacked and adjusted for deep dives into shipments, club performance, varietals, or customer segments.

This overview covers the canvas — the central analytics workspace in Enolytics. Mastering its filters, dropdowns, and tabs helps you analyze everything from tasting room sales to wine club retention, driving better decisions for every part of your DTC business.