1 minute tips & FAQ's
To create Email Report Subscriptions 1. Right click on the three dots (elipsis) at top right corner of Report Folder and select Subscribe. 2. I...
Tue, 15 Sep, 2020 at 3:14 PM
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...
Fri, 13 Dec, 2019 at 11:17 AM
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
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
Are you ready to plan your budget and goals for next year, or refine them for the remainder of this year? WinePulse Goals are now available to enable y...
Sun, 2 Feb, 2020 at 4:02 PM
The Dashboards you see on your main WinePulse account page were designed to be viewed on your electronic device and cannot be printed or exported but you c...
Mon, 16 Dec, 2019 at 12:48 PM
Use the Wine Club Membership Analysis Reports to analyze your Club Members' Attrition Rate, Tenure, At Risk Members, Lifetime Value, and overall non clu...
Sun, 2 Feb, 2020 at 1:38 PM
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
03- Tasting Room > Trend Analysis > Sales/Tasters/Wine AOV/Order Conversion/Average $ per taster Select your criteria for each of the reports and en...
Fri, 13 Dec, 2019 at 11:22 AM
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