Business Reports
49 articles
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 KPIs - 1Wine club financial performance report showing monthly Average Order Value and discount percentage for paid club orders.
General Non-WineNon-wine revenue breakdown by month and sales channel including merchandise, experiences, shipping fees, and accessories sales data.
Website KPIsWebsite KPIs report shows monthly and yearly eCommerce sales metrics excluding tasting room and club shipments for budget planning.
General WineWine sales performance report showing monthly net sales, paid case sales, and complimentary case sales by sales channel ready to run.
Tasting Room KPIsDisplays monthly tasting room performance metrics including visitor conversion rates, spending patterns, and operational data.
Club KPIs - 2Club members' additional purchases outside regular shipments via tasting room, online orders, and special channels for non-club sales.
Club KPIs - 3Track monthly wine club signup and cancellation totals with ready-made growth and churn reports for forecasting club performance.
Current Club MembersCurrent wine club members report shows complete list with purchasing metrics, filtered by active club status for managers.
Repeat CustomersShows repeat customers who made multiple winery purchases with contact details, lifetime order count, total value, and current metrics.
First Time CustomersShows every customer making their first purchase at your winery with contact details and purchase data in a ready-made report.
Members at Time of OrderReady-made report showing wine club members at order time with customer contact details, lifetime order history, and spending data.
Contact Status SummaryContact Status Summary shows customer breakdown by status with order volume, revenue, and transaction amounts for each segment.
Fully Redeemed Gift CardsReport shows active gift cards that are fully redeemed but not expired, helping track completely used cards still valid in your system.
Partially Redeemed Gift CardsDisplays active gift cards with remaining balances after partial use, showing cards not expired with available credit for future purchases.
Unused Gift CardsView all active, unexpired gift cards that customers bought but never used or redeemed to track outstanding gift card liability.
TR Major KPIs by Member TypeMonth-to-date tasting room performance metrics comparing visitor count, sales volume, pricing, and discounts by membership type.
Major KPIs by ChannelKey wine business metrics like net sales, case volumes, discounts, and order values by Club, Website, and Tasting Room channels.
Channel as % of Net SalesSales performance breakdown showing Club, Website, and Tasting Room channels as percentages of total net sales with period comparisons.
Sales by Order ClubComplete breakdown of wine club sales performance by tier, showing revenue from orders, tips, and all components for club-only sales data.
Sales by MonthMonthly sales report showing paid orders, complimentary shipments, refunds, shipping costs, taxes, and tips for complete revenue tracking.
Sales by Order TagSales performance breakdown by order tag showing revenue, order counts, and financial metrics for tagged orders only.
Sales Summary by ChannelSales performance breakdown by Club, Website/eCommerce, and Tasting Room showing gross sales, discounts, net sales, shipping, and taxes.
Sales by Channel and Order TypeSales performance breakdown across Club, Website, and Tasting Room channels with order types, gross sales, refunds, shipping, and taxes.
Sales by Sales AssociateSales performance metrics by individual sales associate including transaction volume, values, and key staff evaluation data.
Sales by Sales AttributeSales breakdown by channels, categories, or segments showing order counts, refunds, net sales, shipping, taxes, and tips data.
Sales by Ship To StateShows complete breakdown of DTC wine sales performance by state including revenue, shipping costs and taxes with clean geographic data.
Sales by DayDaily sales breakdown report showing paid orders, complimentary orders, refunds, taxes, shipping, tips and complete revenue tracking.
Visited 13-24 Months Ago, Not SinceIdentify customers who visited your tasting room 13-24 months ago but haven't returned since, with contact info for re-engagement campaigns.
Sales Associate PerformanceSales associate performance scorecard shows tasting volume, conversion rates, sales results, and efficiency metrics for each staff member.
Who visited in the last yearShows a complete contact list of everyone who made tasting room purchases in the last 365 days, including paid and complimentary orders.
Tasters Broken down by order and TypeTasting room visitor breakdown report showing current members, non-members, and newly acquired members organized by tasting experiences.
Non-Wine Items SalesTrack tasting room sales performance for non-wine merchandise like glasses, apparel, and accessories with detailed revenue metrics.
Tasters by Distance to WineryShows taster counts by distance ranges with a bar chart, revealing how far tasting room visitors travel to reach your winery location.