Frequently Asked Questions (FAQ)

Association

What is the 60 day enrollment period?

The enrollment period is the time period that your Association provided account is available to be claimed and set up.  The Association enrollment period will end a certain number of days after the Launch Event. If you do not set up your account in the 60 day enrollment period, we will not be able to offer you the Community Benchmark comparisons.

When does my subscription period start?

Regardless of when you sign up, your subscription billing period will start at the end of the enrollment period.

What’s the benefit of signing up in the first 30 days?

You will be the first to receive comparative information at the end of the enrollment period.  If you decide to upgrade to one of our paid plans in the first 30 days, you will receive a waived setup fee and 2 free months of Free subscription. 

What’s the benefit to my association?

The Association will receive a monthly report with a summary of the aggregated trends of your region.  As your association is developing and experimenting with their marketing plans and educational programming intended to help your winery achieve its goals, your association can better tailor its marketing, communications, and programming to your needs based on the trends it is reviewing. 

What is involved in the setup?

You will need to 1) Accept our Data, Use, and Privacy Policies (5 mins) 2) Complete Your Winery Profile (5 mins) 3) Choose Your Metrics (5 mins) 4) Choose Your Plan (5 mins) 5) Submit Your Data (TBD)

DATA SUBMISSION QUESTIONS

How do I Submit My Data?

Whatever is easiest for you.  Depending on your Point of Sale(POS) system, we might have an automated data feed connection.  We can also run the reports in your POS for you or we can accept spreadsheets. We also have web forms that can be submitted.

What are the data requirements? 

You can choose which metrics you want to participate in.  It’s a give to get model, so if you choose not to submit a metric, you will not see comparisons for that metric.  

We collect 8 Tasting Room and Wine Club metrics per month and your Revenue channel totals:

Tasting Room Metrics

What are the data definitions?

See these detailed description and definition of each metric. 

What does the data entry process look like?

In the initial setup we ask that you submit at least 12 months of historical monthly data so that you can receive year-over-year growth comparisons.  After the initial upload, it is once per month. Data for the previous month is required to be submitted by the 10th of the month so that we can publish a final report around the 18th of each month. 

What does the automated data feed process entail?

It depends on your POS but in general, we will need an account setup for Community Benchmark (takes 5 minutes in some systems to add a new user) and then we schedule a phone call to map our monthly metric categories to the categories in your system.

I’m not confident in my own data so what should we do?

Don’t worry we have to start somewhere.  We will be able to guide you and recommend what customizations are necessary for us to accommodate your unique situation.

PRIVACY

Do you share my information?

No.  We guarantee that no one outside of your company and ours will see your numbers.  We only share aggregated averages of a group of at least 4 wineries.

How do you protect my information?

Our business depends on your privacy so we are buttoned up legally and technically.  We have a Privacy Policy and we have a Data Protection Policy.

USING THE DATA

What are the main ways people use the data?

Knowledge and data are powerful tools to influence decision making in your winery so we find that telling the story of your winery through our comparative analysis has significantly more impact on your internal communications that simply comparing to yourself last year.  Some examples of how wineries use our information:

  1. Being in the know of what’s going in your region and DTC
  2. Identifying growth opportunities and setting smarter goals
  3. Confirming or deny if your strategy is working for confident decision making
  4. Motivational communications with staff
  5. Managing expectations/goals with ownership.
  6. Board presentations

How do you ensure accuracy of the data in the system?  

All of our definitions are provided at the point of entry of all data into the system.  We ask each winery to verify their data before the submit it each month. We go through all data submitted by hand in the setup process and are able to detect any anomalies before the data is submitted to the community.  More and more of the data we are collecting is an automated feed. We are working on automated outlier detections and we do perform periodic reviews of the monthly data as well. And finally, if there is a data submission error, somebody in the community 

Are we comparing apples to apples? Does every winery track it the same?

We have detailed data definitions that the whole community strives for as much as possible.  However, no two are doing everything exactly the same. As our data scientist likes to say, “Precision is more important than accuracy.”  What this means is that if you are measuring Visitors slightly different than another winery but that your difference is executed consistently, the same way every month, you and the other wineries will get the same insights from the comparisons.  

How do other wineries count visitors?

We want you to track every drinking age adult that walks through your doors that is a selling opportunity (i.e. no drivers).  Some wineries only count Tasters or Tastings which is not ideal but can serve as a useful proxy for Visitors. Again, as long as it is tracked in a consistent way, we will all gain the correct insights.  Also, here is the authoritative Guest Count best practices.

What are the pricing options?

Pricing & Packaging Details

COMPARISON SET GUIDELINES

Winery Minimum — A comparison set must include a minimum of four participating wineries, not including the subject winery.  The minimum number of properties must report data before performance data will be released.

Winery Composition — No single winery can account for more than 50% of the total participating Revenue of a competitive set, excluding the Revenue of the subject winery.

Comparison Set Changes 

  • Minimum of Two — A comparison set change must include a minimum of two consistently reporting wineries.  The two consistently reporting wineries must be affiliated with a winery different from the requestor or the subject winery and cannot be affiliated with the same brand.
  • Non-Participating Winery Removal — If a winery stops reporting data for three consecutive months or more, the winery may be deleted from the set if all other conditions (minimum and composition) are still met.

Multiple Competitive Sets  Minimum of Two — If a winery has more than one comparison set, the composition of each set must differ by at least two consistently reporting wineries. The two consistently reporting wineries must be affiliated with a company different from the subject property and cannot be affiliated with the same brand.

A CHANGE MAY NOT BE MADE IF DATA OF A SINGLE PROPERTY IS ISOLATED IN ANY WAY.