Folder
No.
FolderSub FolderRpt
No.
Report NameSelectable FieldsResultsBusiness Scenario
1DTC OverviewOverview1DTC Daily OverviewDATEDashboard & Sales GraphHow do I get immediate summary of how my winery did yesterday
1DTC OverviewOverview2DTC Weekly OverviewDATEDashboard & Sales GraphHow do I get immediate summary of how my winery did last week
1DTC OverviewOverview3DTC Monthly OverviewDATEDashboard & Sales GraphHow do I get immediate summary of how my winery did this month compared to last month
1DTC OverviewOverview4DTC Yearly OverviewDATEDashboard & Sales GraphHow do I get immediate summary of how my winery did this year compared to last year
1DTC OverviewSales & KPI1Sales by day and channel with tastersDATE RANGE, CHANNELTasters and Channel $ Sales per dayHow can I the sales for each area of my winery business
How can I see the number of tasters for specific day/date range?
1DTC OverviewSales & KPI2Sales by day and order typeDATE RANGE, CHANNEL, ORDER TYPETotal $ Sales & quantities by Order Type per dayI need to see the sales per tasting room or by events versus tasting room.
1DTC OverviewSales & KPI3Sales by day and departmentDATE RANGE, CHANNEL, ORDER TYPE, DEPARTMENTTotal $ Sales & quantities by Department per dayShow me my sales for wine or merchandise or food or events (if your products use depts)
1DTC OverviewSales & KPI4Sales by day and sub departmentDATE RANGE, CHANNEL, ORDER TYPE, DEPARTMENT, SUB DEPARTMENTTotal $ Sales & quantities by Sub Department per dayShow me my sales for sub departments of wine or merchandise or food or events (if your products use sub depts)
1DTC OverviewSales & KPI5Sales by day and product typeDATE RANGE, CHANNEL, ORDER TYPE, PRODUCT TYPETotal $ Sales by Product Type per dayShow me my sales for sub departments of wine or merchandise or food or events (if you don't use depts)
1DTC OverviewSales & KPI6Sales by day and sales attributeDATE RANGE, CHANNEL, SALES ATTRIBUTETotal $ Sales by Sale Attribute per dayI need to see my tasting room pours, or how many corked bottles, or donations made
1DTC OverviewSales & KPI7Sales by product brandDATE RANGE, PRODUCT BRANDTotal $ Sales & quantities by Product BrandI need to see the sales for each of my wine brands, or a specific brand of merchandise.
1DTC OverviewSales & KPI8Order Detail by dayDATESame as WineDirect Order Detail report but with regularly needed columnsWhy does my WineDirect Order detail report have so many unwanted columns.  I only want to see relevant information without spending time configuring.
1DTC OverviewSales & KPI9Sales overviewDATE RANGEDashboard inc Sales by Product Name & Sales Associate PerformanceHow do I get immediate summary of how my winery did for a particular date range
1DTC OverviewSales & KPI10Sales by Month and channelYEARTotal $ Sales & quantities for Wine Sales per month per channelHow are my wine sales comparing this month for tasting room/website/club/other
1DTC OverviewSales & KPI11Sales by Month and order typeYEAR, ORDER TYPETotal $ Sales & quantities for Wine Sales per month per order typeI need to see sales for my individual tasting rooms for the last month
1DTC OverviewSales & KPI12Sales by day and source codeDATE RANGE, CHANNEL, ORDER TYPETotal $ Sales per day by Source CodeI use source code for annotating coupon source - how can I see how many coupons customers we have had from Hotel X
1DTC OverviewSales & KPI13Sales by day and promo codeDATE RANGE, CHANNEL, ORDER TYPETotal $ Sales per day by Promo Code (1st Promotion)I need to see how my sales have been discounted using my various promptions
1DTC OverviewSales & KPI14Sales & Quantity by day and Product NameDATE RANGE, ORDER TYPE, CUSTOMER TYPE, PRODUCT TYPE, PRODUCT NAMETotal $ Sales, quantities sold and write off for Product NamesI need a list of my sales for a day/date range using product names
1DTC OverviewSales & KPI15Sales & Quantity by day and Product SKUDATE RANGE, ORDER TYPE, CUSTOMER TYPE, PRODUCT TYPE, PRODUCT SKUTotal $ Sales, quantities sold & write off for Product SKUI need a list of my sales for a day/date range using product skus
1DTC OverviewSales & KPI16Sales & Quantity by Order Type and Product NameDATE RANGE, ORDER TYPE, CUSTOMER TYPE, PRODUCT TYPE, PRODUCT NAMETotal $ Sales, quantities sold & write off for Product Name by Order TypeShow me how each of my products are selling across each of my sales types (tasting room, website, events etc)
1DTC OverviewSales Associate Performance1Sales Associate OverviewDATE RANGE, SALES ASSOCIATESales Associate Sales including Tasters, Tips & %, Orders, Signups, Conversion, AOV, Days worked, Avg Sales, Hourly & Tasters per day/hourI need on one report to see everything about my sales associates and how they compare with each other
1DTC OverviewSales Associate Performance2Sales by day and AssociateDATE RANGE, CHANNEL, ORDER TYPE, SALES ASSOCIATESales Associate Total $ Sales per day
1DTC OverviewTrend Analysis1Sales by MonthYEAR, CHANNEL, TREND ANALYSISDTC Sales by month comparing to previous year per channelShow me my Sales for Tasting Room, Website, Events on a graph month by month compared with last year
1DTC OverviewTrend Analysis2Sales by ChannelYEARGraph showing total $ Sales per channel compared with previous yearShow me my Tasting Room, WebSite, Telephone Sales on a graph  compared with last year
1DTC OverviewTrend Analysis3Sales by customer typeYEARGraph showing total $ Sales by Customer Type (WC, Repeat) compared with previous yearShow me how my sales vary by wine club, first time customer, repeat customer this year compared with last
1DTC OverviewTrend Analysis4AOV by channelYEAR, CHANNELGraph showing Wine Average Order Value (AOV) by Channel compared with last yearIn graph format show me my average wine order value for tasting room/website/events for comparing with last year
2Inventory
1Inventory detail by SKUDATE RANGE, ORDER TYPE, DEPARTMENT, PRODUCT TYPE, PRODUCT NAME (WINE)Wine (or Product) by SKU/Name quantities for Total, Sold, Write Off/Poured, Shipped, Picked Up & RemainingI want to see an inventory breakdown by product(s) showing me how much wine needs to be pickedup/is awaiting shipping/can be sold
2Inventory
2Orders paid still in inventoryDATE RANGE, ORDER TYPE, DEPARTMENT, PRODUCT TYPE, PRODUCT NAME (WINE)Wine (or Product) by Product Name quantities for paid Orders not yet picked up or shippedShow me how much wine I need to put aside for pickups or shipping
2Inventory
3TR Sales & quantity by SKU and dayDATE RANGE, ORDER TYPE, CUSTOMER TYPE, PRODUCT TYPE, PRODUCT NAMETasting Room Wine (or Product) by Product Name $ Sales and quantities sold/write off/pouredFor each of my wines show me how many bottles were sold versus written off for pours or donations
2Inventory
4WC Sales & quantity by SKU and CLUDATE RANGE, CLUB, CLUB SHIPMENT, PRODUCT TYPE (WINE), PRODUCT NAMEWine Club Wine (or Product) $ Sales & quantities sold, shipped, pickedup, awaiting pickup/shipShow me how much wine club wine I need to put aside for pickups or shipping
2Inventory
5Ecommerce Sales and quantity by SKU and dayDATE RANGE, ORDER TYPE, CUSTOMER TYPE, PRODUCT TYPE, PRODUCT NAMEE-commerce Wine (or Product) $ Sales & quantities sold, write offHow much wine have I sold on my website
2Inventory
6Event Sales and quantity by SKU and dayDATE RANGE, ORDER TYPE, CUSTOMER TYPE, PRODUCT TYPE, PRODUCT NAMEEvent Wine (or Product) $ Sales & quantities sold, write offHow much wine has been sold or written off for pouring at events
3Tasting RoomOverview1TR Daily OverviewDATEDashboard & Sales GraphHow can quickly see yesterdays Sales, Signups, AOV and Tasters on one screen.
3Tasting RoomOverview2TR Weekly OverviewDATEDashboard & Sales GraphHow can quickly see the last weeks Sales, Signups, AOV and Tasters on one screen.
3Tasting RoomOverview3TR Monthly OverviewDATEDashboard & Sales GraphHow can I compare by Tasters, Signups, Conversion Rate with this month last year
3Tasting RoomSales & KPI1Sales OverviewDATE RANGE, ORDER TYPECharts showing Sales $, Tasters, Wine AOV,  Wine Order conversion, Club signupsHow can quickly see Sales, Signups, AOV and Tasters for my chosen time period all on one screen.
3Tasting RoomSales & KPI2KPI by dayDATE RANGE, ORDER TYPESales, Tasters, AOV, Conversion, Signups by Order TypeNothing fancy just give me the figures for my Tasting Room performance
3Tasting RoomSales & KPI3Sales by dayDATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPEDaily Tasting Room Sales broken down by Customer Type and product type purchased  (for example, Repeat Customer/Club Member/1st Time Customer -  Wine, Merchandise and Tasting Sales)How can I see a breakdown of my customer types and their purchases of wine or merchandise or tasting
3Tasting RoomSales & KPI4Sales by order typeDATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPETasting Room Sales showing breakdown of Club Orders, Tasting Room & Write OffsShow me a summary of my Tasting room sales across different tasting rooms 
3Tasting RoomSales & KPI5Tasters by order typeDATE RANGE, ORDER TYPE, CUSTOMER TYPENumber of tasters by tasting room/order typeHow many tasters are my different tasting rooms seeing
3Tasting RoomSales & KPI6Sales by customer typeDATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPETasting Room Sales totals by customer typeGive me a breakdown of how many sales are to club members versus first time customers
3Tasting RoomSales & KPI7Tasters by customer typeDATE RANGE, ORDER TYPE, CUSTOMER TYPENumber of tasters by customer typeGive me a breakdown of how many tasters are visiting who are new customers, club or repeat customers
3Tasting RoomSales & KPI8Sales by departmentDATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPETasting room sales of each department (wine/merchandise, glass, tasting, other How much wine/merchandise am I selling 
3Tasting RoomSales & KPI9Sales by sub departmentDATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPETasting room sales of each subdepartment (wine/merchandise, glass, tasting, other If use sub departments show me sales by sub-depts)
3Tasting RoomSales & KPI10Sales by product typeDATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPETasting room sales by Product Type (Wine, Wine Product or Other)I dont use departments but want to see how much wine or merchandise or food I sold
3Tasting RoomSales & KPI11Sales and quantity by Product NameDATE RANGE, ORDER TYPE, CUSTOMER TYPE, PRODUCT TYPE, PRODUCT NAMETasting Room Total Sales of each Product including write offsShow me the number of a particular item/all items that I have sold in the tasting room
3Tasting RoomSales & KPI12Order DetailDATESame as WineDirect Order Detail report but with regularly needed columnsWhy does my WineDirect Order detail report have so many unwanted columns.  I only want to see relevant information without spending time configuring.
3Tasting RoomSales & KPI13Sales by day of the weekDATE RANGEGraph showing Total $ Sales day by day I want to show my sales for each day to let me compare how busy/profitable each day of the week is
3Tasting RoomSales Associate Performance
Sales Associate OverviewDATE RANGE, SALES ASSOCIATEOverview of all Tasting Room Sales Associates Tasters, Tips, Sales, Orders, Signups etcI need on one report to see everything about my sales associates and how they compare with each other
3Tasting RoomSales Associate Performance
Sales Associate Individual PerformanceDATE RANGE, SALES ASSOCIATEIndividual performance of one sales associateGive me details of one particular sales associate sales abilities. sales showing tasters, AOV, bottles sold, sales
3Tasting RoomSales Associate Performance
Sales Associate comparison by order typeDATE RANGE, ORDER TYPEOverview of all Sales Associates by Order Type (allowing drill down for individual tasting rooms)Give me a comparison of each sales associate overall sales showing tasters, AOV, bottles sold, sales per tasting room
3Tasting RoomSales Associate Performance
Average orders per hourDATE RANGEOverview of all Tasting Room Orders per hourI want to see how many orders each hours are achieved in my Tasting Room for a time period
3Tasting RoomTrend Analysis
SalesYEAR, ORDER TYPE, CUSTOMER TYPEGraph showing monthly TR sales per tasting room compared with last yearShow me my Sales on a graph comparing with last year
3Tasting RoomTrend Analysis
TastersYEAR, ORDER TYPE, CUSTOMER TYPEGraph showing monthly TR Tasters compared with last yearShow me my tasters on a graph comparing with last year
3Tasting RoomTrend Analysis
Wine AOVYEAR, ORDER TYPE, CUSTOMER TYPEGraph showing AOV compared with last yearIn graph format show me my average order value for wine purchases comparing with last year
3Tasting RoomTrend Analysis
Wine Order conversion rateYEAR, ORDER TYPE, CUSTOMER TYPEGraph showing Wine Order Conversion Rate compared with last yearI want to see a graph format to see how many tasters purchase wine comparing with last year
3Tasting RoomTrend Analysis
Average Sales per tasterYEAR, ORDER TYPE, CUSTOMER TYPEGraph showing average $ per taster compared with last yearI want to see a graph format for my tasters purchases comparing with last year
4Wine ClubOverview
Wine Club MonthlyMONTHGraph showing trends for current monthQuick summary of my wine club this month
4Wine ClubOverview
Wine Club YearlyYEARGraph showing trends for current yearShow me a summary of my wine clubs for the last year
4Wine ClubOverview
Wine Club snapshotCLUBGraph showing Club members figures compared with last monthI need to see a quick summary of how my clubs or one particular club are doing 
4Wine ClubMembership Analysis1Membership overviewDATE RANGE, WINE CLUBSummary of each wine club's Active/Cancelled/On Hold members for date rangeFor a given date range I need to see club members total, cancellations, holds, 
4Wine ClubMembership Analysis2Membership by monthDATE RANGE, WINE CLUBGraph showing New, Cancelled, On Hold activitiesIn which months do we lose most club members
4Wine ClubMembership Analysis3Attrition rateDATE RANGE, WINE CLUBCancelled members for each clubShow me cancelled members for each club
4Wine ClubMembership Analysis4Average tenureDATE RANGE, WINE CLUB, CANCEL REASONGraph showing average tenure per clubHow long do members remain in each club
4Wine ClubMembership Analysis5Lifetime valueWINE CLUBAverage life time value per club for active, cancelled and on hold membersWhat's the average LTV of our reserve club compared with the regular club (should we pay staff more for reserve sign ups)
4Wine ClubMembership Analysis6Cancel ReasonsDATE RANGE, WINE CLUB, CANCEL REASONPie chart showing reasons for cancellingHow many members quit the reserve club for financial reasons
4Wine ClubMembership Analysis7Members at riskRISK INTERVAL (%)Shows per club members who are still in that club longer than the average tenure for that clubWhich reserve club members are most at risk of quitting
4Wine ClubMembership Analysis8Summary of Wine Club Members SalesYEARGraph showing summary of all wine club sales including WC, tasting room, website & other.How can i see a total of all wine club purchasing across clubs, tasting room and other channels

4Wine ClubSales & KPI1Club overviewDATE RANGE, WINE CLUBSales by Month/Product of a particular wine clubHow has our new club performed this year in terms of members and revenue.
4Wine ClubSales & KPI2Sales by month and clubYEARMonthly view of each clubs salesHow do all my clubs compare in terms of revenue ytd
4Wine ClubSales & KPI3Sales & KPI by club shipmentDATE RANGE, WINE CLUBHow many members bought wine from a particular ClubHow many bottles did we sell to our reserve club members in each of this year's shipments
4Wine ClubSales & KPI4Sales by product typeDATE RANGE, WINE CLUBTotal revenue per club for given time periodHow does sales performance compare between the white and red clubs
4Wine ClubSales & KPI5Wine Average Order valueDATE RANGE, WINE CLUBAverage order value per club for chosen time periodHow many club orders did we successfully process last month for our three flagship clubs
4Wine ClubSales Associate Performance1Sales Associate Wine Club signupsDATE RANGEBreakdown per sales associate of different club signupsWho is my best Wine Club Sales Associate
4Wine ClubSales Associate Performance2WC Members tenure by sales associateDATE RANGEBreakdown per sales associate of signups, active member and cancelled members and "still active"which sales associate is signing up club members that stay loyal versus leaving
4Wine ClubTrend Analysis1Active membersYEARGraph showing month by month active members this year and and last yearHow many members of each club do I have
4Wine ClubTrend Analysis2Wine average order valueYEAR, CLUBGraph showing Wine Club Average Order value per club compared with last yearHow much are people spending on each wine purchase?
4Wine ClubTrend Analysis3Attrition rateYEARGraph showing cancelled club members compared with last yearAt what rate are our existing wine club customers leaving our clubs
4Wine ClubTrend Analysis4WC TR Conversion rateYEARTasting Room Wine Club Conversion Rate compared with last yearHow many tasters are my tasting room signing up for the club
5E-CommerceSales & KPI1Sales overviewDATE RANGE, ORDER TYPEGraph showing wine website sales by customer typeAt-a-glance view of daily ecommerce sales in specified period
5E-CommerceSales & KPI2Sales by dayDATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPEWebsite Sales per dayHow many first time customers ordered online following our recent mailshot (not strictly true as doesn't give you the numbers)
5E-CommerceSales & KPI3Sales by order typeDATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPEWebsite Sales per dayWhat were the total website sales for first time customers last month
5E-CommerceSales & KPI4Sales by cust. typeDATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPEWebsite Sales per customer type (Club Member, 1st time)Do club members buy more online than non-club
5E-CommerceSales & KPI5Sales by departmentDATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPEWebsite Sales by DepartmentHow many bottles of wine did we ship last month
5E-CommerceSales & KPI6Sales by sub departmentDATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPEWebsite Sales by SubDepartmentWe use sub department to distinguish between distribution wines and TR exclusive wines … so do we make more money online from our reserve collection
5E-CommerceSales & KPI7Sales by product typeDATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPEWebsite Sales by Product TypeHow do online sales of merchandise compare with sales of wine
5E-CommerceTrend Analysis1SalesYEAR, ORDER TYPE, CUSTOMER TYPEGraph showing Website sales by month compared with last yearAre our online sales up or down vs last year
6EventsSales & KPI1Sales overviewDATE RANGE, ORDER TYPEOverview of Sales, Tasters, AOV Which tasting room sold most tickets to last month's event (assumes diff order types per TR)
6EventsSales & KPI2Sales by dayDATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPEEvent Ticket purchases for a date rangeWhat were last week's daily ticket sales for our upcoming winemaker dinner
6EventsSales & KPI3Sales by order typeDATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPEEvent Sales for date rangeWhat percentage of WC signed up for the PUP on line
6EventsSales & KPI4Sales by cust. typeDATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPEEvent Sales by customer typeDid we sell more tickets to non-club members for that recent event
6EventsSales & KPI5Sales by departmentDATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPEEvent Sales by DepartmentIf Departments are used for Events, how many tickets were sold for multiple events in one department.
6EventsSales & KPI6Sales by sub departmentDATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPEEvent Sales by SubDepartmentIf Sub Departments are used for Events, how many tickets were sold for multiple events in one department.
6EventsSales & KPI7Sales by product typeDATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPEEvent Sales by Product TypeIf Product Types are used for Events, how many tickets were sold for multiple events in that product department.
6EventsTrend Analysis1SalesYEAR, ORDER TYPE, CUSTOMER TYPEEvent Sales month by month compared with last yearAre our event sales up or down vs last year
7Customer Analysis
1Sales & Customers Map OverviewCRITERIA (AOV, CUSTOMER, SALES ETC), DISPLAY TOP #Map view of US dynamic click to drill down to data.Review your State Licensing by showing concentrations of customers in areas.
Export data back to WineDirect for target mailing campaign
Plan out-of-area Winemaker dinner pick a city where you have club members, previous club members & other customers to invite (and check the age demographic)
 
7Customer Analysis
2Sales & Customers Metrics by RegionZIP, DISTANCEZoomed in view of location and customer summary, drill down to detailed dataFocus on a particular zip code area to analyze your customer base to arrange a marketing campaign, dinner etc
7Customer Analysis
3Customer Details by RegionZIP, DISTANCEDrilled down data of customers in that regionFocus on a particular zip code area to analyze your customer base to arrange a marketing campaign, dinner etc
7Customer Analysis
4Customers History by ChannelDATE RANGE, TOP x CUSTOMERS SALESDrilled down data of customers by Tasting Room, Website, Club, EventsDo my customers buy more from Tasting Room, WebSite, Events or other
7Customer Analysis
5Year over Year Sales and Customer CompsDATE, TOP X CUSTOMERSDrilled down data of customers showing TR visits, Website Orders, SalesWin back customers, Reward your best customers
7Customer Analysis
6RFM AnalysisORDER TYPEShow RFM Analysis of customers by order type (tasting room, website etc)Target marketing campaigns to Best Customers, At Risk Customers
7Customer Analysis
7RFM Customer DataORDER TYPE, CUSTOMER SEGMENTDrill Down to RFM data by customer type Target marketing campaigns to Best Customers, At Risk Customers
7Customer Analysis
8Product Sales by CustomersDATE RANGE, ORDER TYPE, PRODUCT TYPE, PRODUCT NAMECustomer information and their purchases of your selected productsTarget your customers who love a certain type of wine