DTC Snapshot

All-In-One

Goals & Reporting. Geographics & Demographics. Benchmarking.

Break Free from Reporting Chaos

Managing a winery today means being flooded with data, yet still struggling to get the answers you need

Current systems often fall short—offering generic reports that don’t fit the unique demands of your business. To fill the gaps, teams resort to a patchwork of spreadsheets, disconnected software, and manual workarounds. But this creates more problems than it solves: additional learning curves, constant switching between tools, fragmented data, and endless frustration.Critical insights get buried under inefficiencies, and productivity suffers.

The All-In-One Solution

Imagine a platform that delivers all the reports you need, tailored to your business.

Be Proactive

Stay ahead with daily automations and notifications.
Spot potential issues before they become problems and keep on track

Save TImE

Reclaim valuable staff hours through automation.
Shift away from manual processes to strategic actions that drive sales.

Ignite Your Team

Deliver clear engaging goal visualizations.
Inspire your team to exceed expectations.

As Management Professionals We Know One Thing:
Goals matter

But an infrequent, clunky, or cumbersome goals process will undermine even the best strategies.

Modern performance management is about increasing the frequency and quality of communication between our team. It’s about setting expectations, aligning around goals, or delivering actionable feedback.

Every additional hurdle—manual reporting, outdated tools, or misaligned data—slows communication and jeopardizes success.

Introducing our Goal Positioning System (GPS)

Goals matter

But an infrequent, clunky, or cumbersome goals process will undermine even the best strategies.

Every additional hurdle—manual reporting, outdated tools, or misaligned data—slows communication and jeopardizes success.

Goals Streamlined

Ditch the spreadsheets and elevate your team with tailored technology.

Stay focused on what matters most:

Less reporting. More selling.
Immediately see …
Exactly what is needed
Where you should be
You’re predicted result
For any goal, any time frame

Revolutionize Your Reporting with Our Game-Changing Software

Identify Top Performers

Easily find out who are the top sales associates, popular SKU’s, bestselling products, and more. Discover the success stories that will inspire and motivate your team.

Streamline Goal Management & Forecasting

Streamline Goal Management & Forecasting – Simply set your annual goals and let our calculation engine provide you with monthly targets based on past performance. Update automatically throughout the year, giving you a clear picture of your adjusted targets and progress at all times.

Ignite Team Engagement

Effortlessly automate and personalize updates sent to your team on your desired schedule. Share achievements, outstanding performers, and progress to inspire and motivate your team.

Experience the Power of Data Visualization

Quickly uncover and interpret essential metrics and trends with our user-friendly and visual reports.

Products & Plans

Operational

Benchmarking

Free Tools