DTC Modules and Sheets
Sheet descriptions according to the existing Navigation
57 articles
Executive Overview
Summary Views
Multi-Tenant OverviewDashboard shows key performance indicators and side-by-side comparisons across multiple wineries in your portfolio using multi-tenant tools.
KPI DashboardTrack winery sales, wine club performance, tasting room activity, and order metrics in one centralized KPI dashboard command center.
Sell More Now
Processes for Retention and Suggestion on what to sell to who and when
Sell More Now: Wish List OpportunitiesIdentifies customers who added wines to wish lists but haven't purchased yet, showing immediate sales conversion opportunities.
Sell More Now: Find Your PeopleIdentify customers within a specific geographic radius of your winery or any zip code for location-based marketing campaigns.
Sell More Now: GiftersIdentifies customers who give wine as gifts and reveals new gifting opportunities through customer segmentation and gift sales analytics.
Sell More Now: Pitch These WinesDashboard identifies which specific wines to recommend to individual customers based on their purchase history and preferences.
Sell More Now: Upcoming ActivityDashboard shows customers most likely to engage with your winery soon, enabling proactive outreach for immediate sales opportunities.
Sell More Now: AttritionAttrition dashboard identifies customers pulling away from your winery before they cancel.
Sales
Understanding the Performance of your business and its channels
Sales: When Did We Sell?Wine sales dashboard showing timing patterns, seasonal trends, and peak sales periods by year, week, and day to optimize marketing.
Sales: Who Did We Sell To?Wine club, website, and tasting room sales dashboard showing customer demographics and behavior profiles to identify who drives revenue.
Sales: HighlightsSales Highlights dashboard provides comprehensive overview of winery DTC performance with critical KPIs and key metrics across all channels.
Sales: How Much Did We Sell?Track total revenue and sales performance across wine club, tasting room, and online channels with trending data and source breakdown.
Sales: What Did We Sell?Sales dashboard showing which wines drive revenue, product performance metrics, and sales movement across different channels.
Sales: Other Interesting ThingsZero-dollar orders, gift card activity, and coupon usage dashboard shows non-standard DTC sales patterns and interactions.
Sales: Where Did We Sell?Sales dashboard showing wine sales by geographic regions and distribution channels to analyze regional performance and market opportunities.
Sales: TrendsTrack DTC sales performance trends over time including revenue, margins, and customer behavior patterns to spot emerging trends.
Reservations
Who's coming and who came to the Tasting Room?
Reservations: Who's Coming?View upcoming tasting room reservations with guest details and filterable tables to prepare for arrivals and manage bookings.
Reservations: Who Came?Shows customer profiles and behavior data for guests who actually showed up for their tasting room reservations and visits.
Reservations: Reservations AnalysisReservations Analysis dashboard shows who books winery tastings, their visit patterns, and connections to wine club memberships.
Tasting Room
Analysis of the performance of your tasting room sales associates
Tasting Room: Glass Pours DetailsTasting room dashboard tracking glass pour sales performance, revenue by pour quantities, and associate upselling metrics.
Tasting Room: Order OverviewDashboard showing detailed tasting room transactions with order-level data to analyze in-person sales patterns and performance.
Tasting Room: HighlightsTasting room dashboard showing key performance metrics, sales trends, visitor data, and comprehensive analytics for on-site wine operations.
Tasting Room: Lifetime PerformanceView complete sales history and performance metrics for individual tasting room staff members over their entire tenure with the winery.
Tasting Room: What Non-Wine Items Did They Sell?Tasting Room dashboard showing which non-wine products customers bought, including merchandise and ancillary items driving revenue.
Tasting Room: Tasting DetailsTasting Details page provides tasting room performance analytics, showing individual tasting results and sales associate metrics.
Tasting Room: What Wines Did They Sell?Track which specific wines your tasting room team sold to visitors with detailed product performance breakdowns and sales data.
Wine Club
Everything about the growth of your wine club size. We attrition, signups, switches, etc.
Wine Club: Who Are My Best Customers?Wine Club dashboard segments customers into current members, past members, and non-members to identify your most valuable customers.
Wine Club: Why Are Members Leaving?Wine Club dashboard shows top reasons members cancel subscriptions and churn data to help improve retention and reduce member departures.
Wine Club: HighlightsWine club dashboard showing key performance indicators, member behavior analytics, growth trends, and club health metrics overview.
Wine Club: Who Changed Status?Wine Club dashboard tracks membership changes over time including new sign-ups, cancellations, plan switches, and holds.
Wine Club: Who Is At Risk Of Leaving?Wine club dashboard identifies members most likely to cancel memberships with early warning system for proactive retention.
Wine Club: Club ReleasesWine Club dashboard displaying club releases with processed shipments sent to members and upcoming releases not yet processed.
Wine Club: Club Shipment AnalysisWine Club dashboard showing shipment contents, product performance, member additions, and package composition analytics.
Wine Club: Other Interesting ThingsWine Club dashboard shows active member details in table view and tracks upcoming anniversaries for members on hold status.
Wine Club: How Many Members Do We Have?Wine Club dashboard shows current member counts across all clubs, membership trends over time, and how club members contribute to sales.
Wine Club: What Is My Membership Churn?Wine club membership churn dashboard shows cancellation rates over time to track retention health and identify trends affecting growth.
Wine Club: Club Signup AnalysisWine Club dashboard tracks member acquisition patterns, pre-signup purchasing behavior, and lifecycle trends for customers who leave.
Marketing
Everything you need to know about the performance of your marketing campaigns
Marketing: Campaign LogsCampaign Logs tracks email campaign audit trails, showing which campaigns sent successfully to external systems and which were blocked.
Marketing: Disable CampaignsDeactivate external marketing campaigns across multiple channels using the centralized campaign management dashboard control panel.
Marketing: Campaign DetailsMarketing dashboard showing email, text, and personal outreach campaign performance with engagement rates and revenue attribution metrics.
Contacts
RFM Analysis and List of customers who bought (contacts) and those who never bought (prospects)
Contacts: Who Are My Contacts?Contacts dashboard displays all paying customers in one table showing customer behavior and spending patterns across sales channels.
Contacts: Who Was AddedTrack new contact additions to your customer database with details on who joined your contact list, when they were added, and growth trends.
Contacts: Who Are My Prospects?Contacts dashboard for identifying prospects who haven't made their first purchase yet to understand your pipeline and convert leads.
Contacts: Which Customers Are We About to Lose?Contacts dashboard identifies at-risk customers using purchase behavior and engagement data to prevent churn and improve retention.
Contacts: What To Know About My Contacts?Contacts dashboard shows customer base composition, behavior patterns, and value distribution for complete picture of your contacts.
Data Quality
Analyzing the quality of the incoming data,both customer and product data
Data Quality: UsersIdentify and manage active versus inactive users in your customer database to ensure marketing efforts reach engaged customers effectively.
Data Quality: Mapping ConfigurationConfigure and verify how raw data maps to Enolytics standardized fields for customers, wine products, clubs, and departments.
Data Quality: Product ConfigProduct Config dashboard identifies wine inventory data inconsistencies, missing information, and categorization issues for auditing.
Data Quality: Contact Data CaptureDashboard shows completeness of customer contact info collection across wine clubs, tasting rooms, and online sales channels.
Data Quality: Possible Duplicate ContactsIdentifies potential duplicate customer contacts in your database caused by variations in customer information to maintain clean data.
Data Quality: Guest Account TrendsGuest account usage dashboard shows trends in customers purchasing without creating accounts and impact on data quality.
Benchmarking
Compare the winery to similar cohorts using industry benchmarks
Benchmarking: HistoryView winery performance trends over time with monthly, quarterly, and yearly DTC metrics tracking in the Benchmarking History section.
Benchmarking: OverviewBenchmarking overview page displays comprehensive winery performance snapshot across all key metrics as starting point for analysis.
Benchmarking: Club OverviewWine club performance benchmarking dashboard shows 12-month membership trends, revenue patterns, and industry comparisons for optimization.
Inventory
Everything you need to know about your current and historical inventory
Inventory: OverviewOverview page displays wine inventory levels, movement patterns, velocity trends, and turnover to track stock on hand and fast sellers.
Budget Analysis
How is the winery performing compared to its goals/budget
Budget Analysis: GeneralBudget Analysis dashboard shows actual sales performance vs budget targets across time periods to track financial goals and identify gaps.