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DTC Customer Analysis
How can I see a view of my DTC Wine customers across the US?
Targeting your DTC customers with a marketing campaign based on their location, purchasing history, demographics
Reward your top 50 or 100 wine buying customers using Customer Analysis
Find and act on your customers who have purchased less wine this year than last
Reach out to your local Wine Club members and customers who have not visited the Tasting Room recently
See all 7 articles
Wine Club Analysis
How can I see which of my wine clubs has least cancellations/is the most popular?
Identify your Wine Club members who purchase no additional wines
How many Wine Club orders did we successfully process last month for each of our clubs?
How does sales performance compare between the white and red wine clubs?
In which months do we lose most Wine club members and which month has most signups?
See all 6 articles
Tasting Room Analysis
How can I see number of tasters across my different tasting room locations?
Events and email campaigns
How can I get demographics/age information to help me plan and market DTC events for my customers?
Organize an out of town event in a location for your best wine buying customers
1 minute tips & FAQ's
How to edit your automatic email subscriptions
Sorting VinDashboard DTC Report Columns
DTC Daily Overview Report
Wine Orders Paid in Inventory but not picked up or shipped
Print or export VinDashboard's DTC Dashboards to PDF
See all 13 articles
Watch a Video to show how to quickly find the DTC Reports you need in VinDashboard
Watch a Video to show reporting on Tasting Room Wine Sales and Quantities
Watch a video to demonstrate Actionable Maps and RFM Analysis to create effective DTC marketing campaigns
Watch a Video to show Tracking Promo Code Daily Wine Sales
Watch a Video to show how to analyze year over year DTC trends
See all 8 articles
Definitions of DTC Terms
DTC - Direct to Consumer
AOV Average Order Value
KPI - Key Performance Indicators
Conversion Rate - Wine Order Conversion Rate
Conversion Rate - Wine Club Signup Conversion
See all 8 articles
Known Technical Issues/Workarounds
Checkbox cannot be deselected in some VinDashboard DTC features when using a Mac - use spacebar instead!
Customer Analysis Reports - data appears to not start downloading
Unable to login to VinDashboard DTC Reports on older iPads
List of all Reports
List of All VinDashboard DTC Reports and their purpose/uses
How can I track the source of my free (2 for 1) tasting coupons?
How can I see my Tasting Room wine pours per day in a report
Why do some DTC reports automatically run and others don't?
Counting Visitors in VinDashboard Reports
Why can't I see my DTC sales for today on any reports?
NEW! VinDashboard: Actionable Maps and RFM Analysis to create effective marketing campaigns
Announcing VinDashboard Reporting Services
WineDirect and VinDashboard Announce Partnership to Offer an Automatic DTC Business Intelligence Solution for Wineries
GETTING STARTED & BEST PRACTICE
Pre VinDashboard WineDirect setup best practices
Best Practices in Winedirect once you are using VinDashboard DTC Reporting
Help Desk Software