1 minute tips & FAQ's

How to edit your automatic email subscriptions
In the Tool Bar on the top right, Select the gear icon, then Select My Subscriptions. Click on Edit, then you can change the frequency, timing, etc. for al...
Sat, 12 Oct, 2019 at 3:10 PM
Sorting VinDashboard DTC Report Columns
When you see the UP/DOWN arrows next to a column header, you can click on it and sort the information alphabetically or numerically!  Clicking the arrows on...
Sat, 12 Oct, 2019 at 3:11 PM
DTC Daily Overview Report
The following report details the total DTC sales for all channels and all order types for a specific date range: 01- DTC Overview  > Sales and KPI  ...
Sat, 12 Oct, 2019 at 3:14 PM
Wine Orders Paid in Inventory but not picked up or shipped
The following report will allow you to drill down to each individual bottle paid for but that has not yet been picked up or shipped: 02- Inventory > ...
Sat, 12 Oct, 2019 at 3:18 PM
HOW TO ENTER YOUR YEARLY DTC GOALS
Are you ready to plan your budget and goals for next year, or refine them for the remainder of this year? VinDashboard Goals are now available to en...
Tue, 12 Nov, 2019 at 3:45 PM
Print or export VinDashboard's DTC Dashboards to PDF
The Dashboards you see on your main VinDashboard account page were designed to be viewed on your electronic device and cannot be printed or exported.  In m...
Sat, 12 Oct, 2019 at 3:19 PM
Wine Club Membership Analysis
Use the Wine Club Membership Analysis Reports to analyze your Club Members' Attrition Rate, Tenure, At Risk Members, Lifetime Value, and overall non cl...
Sat, 12 Oct, 2019 at 3:20 PM
Wine Club Tenure by Sales Associate
This report shows the Wine Club sign-up count, the percentage of members still active, and the average tenure for each Sales Associate. We recommend looking...
Sat, 12 Oct, 2019 at 3:22 PM
Monthly trend analysis in your Tasting Room
03- Tasting Room > Trend Analysis > Sales/Tasters/Wine AOV/Order Conversion/Average $ per taster Select your criteria for each of the reports and en...
Sat, 12 Oct, 2019 at 3:27 PM
Wine Club Member Loyalty reporting
Use the following report to show your top or bottom customers detailing for a selected date range. 04- Wine Club  > Membership Analysis > 09...
Sat, 12 Oct, 2019 at 3:29 PM