DTC Bookmarks
Preconfigured bookmark views with specific filters and columns
128 articles
TR Major KPIs by Member Type
Tasting Room KPIs
Accounting Order Details in PeriodShows comprehensive line-by-line breakdown of every order detail within selected time periods for accounting reconciliation and reporting.
Tender Report by Order In PeriodBreaks down revenue by payment method like credit card, cash, and check for orders placed in a specific time period for accounting.
Daily Activity - Sales by SKUDaily sales performance report showing gross sales, discounts, and net sales for each SKU, excluding complimentary orders.
Daily Activity - Sales OverviewDaily sales breakdown by department showing gross sales, discounts, and net sales in WineDirect Sales Overview format for accounting.
Daily Activity - Sales by BrandView daily sales performance breakdown by brand showing gross sales, discounts applied, and net sales for paid orders only.
Daily Activity - Sales by Order Type and ChannelDaily sales revenue breakdown by order type and channel showing net sales, shipping, taxes, tips, and totals for selected dates.
Accounting Report # 2Complete order export with transaction details and shipping data for accounting reconciliation, tax reporting, and sales analysis.
Order Tender ReportOrder Tender Report shows comprehensive payment breakdown for all paid orders, displaying exactly how customers paid and what they paid for.
Daily Activity - Sales by Tender TypeDaily breakdown of payment methods showing transaction amounts and tips processed through each tender type and card brand.
Sales and Avg Price by SKUProduct performance breakdown showing sales revenue, average price, vintage and varietal details for each SKU across all channels.
Daily Activity - Sales by DepartmentDaily breakdown of winery sales by department showing gross sales, discounts, and net sales for wine, merchandise, tastings, food.
Re-engage: New → Customers to WatchCustomers who moved from New Customer to Customers to Watch status today after making first purchase but no recent orders in 4 months.
First-Time Website Buyers YDAY – Spent at least $100 on WineReady-made report showing yesterday's first-time website wine buyers who spent $100+ to track high-value customer acquisition.
Re-engage: Loyal To Watch → Loyal At RiskReport shows valuable customers moving from Loyal To Watch to Loyal At Risk status today, helping identify retention opportunities.
Birthday tomorrowReport showing customers with birthdays tomorrow, automatically filtered for verified birth dates to help plan targeted marketing campaigns.
Re-engage: Customers To Watch → PassivesReady-made list of customers who transitioned from "Customers to Watch" to "Passives" in RFM segmentation after 9 months without purchases.
Club Anniversary todayWine club member anniversary report shows current members celebrating their club anniversary today based on join date calculations.
First-Time Visitors YDAY – No Wine PurchaseYesterday's first-time tasting room visitors who made purchases but didn't buy wine, helping identify missed wine sales opportunities.
Re-engage: Passives → RetiredReady-made report identifies customers who transitioned from Passive to Retired RFM status today with contact information for re-engagement.
Re-engage: Loyal At Risk → PassivesShows customers who dropped from Loyal At Risk to Passives status today - valuable customers who haven't purchased in 12 months.
Re-engage: Top At Risk → PassivesCaptures high-value customers who moved from Top Customers at Risk to Passives status today with contact details for re-engagement.
Re-engage: Top To Watch → Top At RiskReady-made list of valuable customers who moved from "Top to Watch" to "Top at Risk" after 9 months without purchasing.
Re-engage: Potential Loyal → Customers To WatchIdentifies customers who moved from Potential Loyal to Customers to Watch status today, catching valuable customers drifting away.
First-Time Visitors YDAY – Wine PurchaseYesterday's first-time tasting room visitors who made wine purchases, showing new customers at peak engagement with filtering options.
Birthday (valid) todayReady-made customer list showing today's birthdays with verified birthdates, automatically filtering out suspicious dates like 01/01/1900.
Re-engage: Loyal → Loyal To WatchIdentifies loyal customers who haven't purchased in 4+ months and moved from "Loyal Customers" to "Loyal Customers to Watch" status today.
Re-engage: Top → Top Customers to WatchYour most valuable customers who dropped from Top Customer to Top Customer to Watch status today based on RFM score changes.
Contact SKU HistoryShows complete SKU purchase history for each customer, listing every wine product bought throughout their relationship.
Customer Purchase Depth by Sales ChannelReady-made report showing customer purchase journey across wine clubs, website.
Orders by SKU and major KPIs by Allocation OrderReports showing orders by SKU and key performance indicators organized by allocation tier to track sales performance by product tier.
Coupon Usage ReportCoupon Usage Report shows total dollar value impact and order count for each promotional coupon code, excluding non-coupon orders.
Members vs Non Member PerformanceWine club member versus non-member sales performance comparison showing net sales, average order values, cases sold, and price per bottle.
Major KPIsDisplays 8 core DTC wine metrics including net sales, cases sold, AOV, discount percentage, bottles per order, and customer data.
Net Sales and Bottles by Channel and MonthMonthly breakdown of revenue and bottle sales across club shipments, website orders, and tasting room sales excluding complimentary orders.
Channel AnalysisChannel Analysis report breaks down DTC wine sales performance across club, website, and tasting room with current vs previous metrics.
Net Sales and Bottles by SKUBreakdown of wine sales revenue and bottle volumes by individual SKU showing net sales dollars and 750ml equivalent quantities.
POS Profile AnalysisPOS Profile Analysis report shows tasting room performance metrics by customer segments, comparing current vs previous periods.
Club Member vs. Non Club Member Sales by ChannelClub member versus non-member sales performance comparison across channels showing net sales, order counts, and cases sold.
CRV ReportCalifornia Redemption Value tax breakdown report showing CRV amounts, bottle counts, and complimentary sales by channel and wine SKU.
Club Memberships at the end of each quarterWine club membership numbers snapshot showing active, on hold, and total members at the end of each quarter for clean benchmarks.
Members by StateGeographic breakdown shows wine club membership by billing state with current totals and year-over-year growth trends for analysis.
Total Members by GenerationShows wine club membership breakdown by age generation and club tier to help managers analyze member demographics across programs.
Club Cancellation Reasons by MonthWine club membership signup tracking report showing monthly volume of new members joining each club with no setup required.
Signups and Cancellations By MonthWine club managers can view monthly signup and cancellation breakdowns to track membership growth patterns and churn rates over time.
Member Purchases outside of the Club Channel TypeClub members' non-shipment purchases through tasting room, website, and other channels to track additional spending beyond regular club.
Club Memberships at the end of each monthsMonthly wine club membership report showing total members, active members, and members on hold at each month end.
Members by Club by StateShows where your wine club members live with a geographic breakdown by state to understand membership reach and concentration.
Club OverviewClub Overview dashboard shows wine club membership counts, status breakdown, signups, cancellations, and growth ratios for monitoring.
Cancellations by Geographical AreaWine club cancellation report showing geographic breakdown by state and metro area to identify where you're losing members most.
Club Cancellations by MonthMonthly breakdown of wine club cancellations by club name and date to track membership churn patterns and trends.
Club Members by Club with KPIsDisplays wine club membership totals, active vs on-hold members, signups, cancellations, switches, and attrition rates for all clubs.
Club Signups by MonthMonth-by-month breakdown of new wine club signups across all programs to track membership acquisition trends and performance.
Club Memberships at the end of each yearWine club membership report showing active and on-hold member counts at year-end for each calendar year with no setup required.
Clubs by # of Members and # of MembershipsShows active and on-hold member counts for each wine club with total membership numbers to track enrollment across all clubs.
All Time by Month Signups and CancellationsComplete monthly breakdown of wine club signups, cancellations, membership switches, and net growth across your entire database history.
Club Signups with Details in PeriodComplete list of new wine club members who signed up in a specific time period with personal details, signup dates, and membership info.
Club ComparisonsClub member directory showing contact details, winery associations, and membership status (Active, On Hold, Cancelled) in one view.
Product ComparisonView all products across multiple wineries with current pricing in one comprehensive report for operations managers overseeing properties.
Order ComparisonCompare order data across time periods, segments, or channels using this ready-made report with customizable dimensions and measures.
Data Migration ComparisonShows contact counts, product catalogs, order volumes, and membership breakdowns across multiple wineries for migration planning.
Campaign StartExport complete customer database with essential contact details including customer number, name, email and phone for campaigns.
Gifters who bought in the last 12 monthsReady-made list of customers who bought likely gifts in last 3, 6, 9, or 12 months with contact details and email data.
Commerce7 Customer ImportCommerce7 customer contact export with names, birth dates, emails, phones, and addresses formatted for seamless CRM import transfer.