Tasting Room Metrics
1. # Visitors
Total number of drinking-age adults who walked through your tasting room doors, excluding Tour Drivers & Guides but including Trade Visits and Wine Club Members. If you only count Tastings, that is not ideal but acceptable.
2. # Club Visitors
Total number of Club Members who visited the tasting room (excluding any Club Member guests). Include ALL Club Sign-ups regardless of where they came from.
3. # Tasting Fees
Total number of tasting fees actually charged. This number is important for representing the total opportunity lost by those who did not purchase enough to waive your tasting fee.
4. # Purchases
Total number of in-person transactions that occur in your tasting room only as calculated from your POS. Include: in-person tasting room purchases later shipped to the customer, any in-person purchases by wine club members. If you can exclude customer purchases that only purchased a tasting fee, i.e., no wine purchase, that is ideal. Exclude: Online e-Commerce, Phone / Email, comp tastings, and Wine Club Shipment transactions.
Wine Club Metrics
5. # New Member Sign Ups
Total new club sign-ups regardless of whether the new member signed up in the Tasting Room, online, or some other source. Do not subtract monthly drop-offs. As with Purchases, if a couple signs up for one wine club membership, this will be reported as one club sign-up.
6. # Active Members
Total number of active wine club members on the last day of the month. Active is defined as receiving a shipment in the last 6 months.
7. # Successful Shipments
Specifically successful, i.e., the member received and paid for club shipments and/or pick-ups. If a club member visits the tasting room and makes a purchase, that should go under tasting room wine revenue.
8. Club Non-Shipments $
Total Revenue from Wine Club members outside of their allotted club run order. For example, when a club member visits the Tasting Room and makes a purchase, purchases outside of their allotted club run order, and Club Members calling or emailing to purchase more wine
9. Tasting Room $
Total amount of in-person Tasting Room Revenue after discount, i.e. what the customer actually paid, from all customer types (wine club, employee, industry, etc.). Includes Tasting Fees, merchandise/apparel, food sales, and other non-wine sales. Excludes taxes, shipping, and revenue from other DTC channels outlined below. If food is part of the tasting experience, and no more than 10% of your revenue when included, then you can leave it in.
10. Club Shipments $
Total wine Revenue (case goods only) for shipments and pickups only. Please exclude taxes, shipping, etc. If a wine club member visits the tasting room and makes purchases outside of their allotted club run order, that non-shipped revenue should go under tasting room wine revenue.
11. Online / E-Commerce $
Total Revenue via the winery’s website(s) including remote (offsite) buyers and those who use winery kiosks / computers (on-site)
12. Phone / Email $
Total Revenue via phone, email, or text whether inbound or outbound
13. On-Site Event $
Total Revenue for events generally held in the tasting room or on winery property including Wine Club, private events hosted / rented by guests, and related happenings
14. Off-Site Event $
Total Revenue for events held off-site including off-site road shows, off-site tastings, co-sponsored events, and related happenings. Includes private tasting events held at homes, restaurants, or other private offsite locations.
Total Revenue received from another relevant or significant source that does not fit into any categories above. Can be used to round / calculate Total Winery Revenue to 100%
Total Revenue invoiced in the month from Distribution
Digital + Metrics
17. # Online Orders
Total number of transactions via your online store (website)
18. # Phone/ Email Orders
Total number of transactions via phone, email, or text whether inbound or outbound