REPORTS & ANALYTICS

Every report your winery needs.

Track revenue, memberships, fulfilment, inventory and customer insights from one connected reporting platform.

  • Reports organised into 6 categories
  • Structured reporting across your winery operations
  • CSV and PDF export
Reports & Analytics

Generate detailed reports and insights for your wine business

All Categories Categories
4 / 4 available
Sales Performance
3 / 3 available
Wine Club & Membership
4 / 4 available
Customer Insights
6 / 7 available
Operations & Fulfilment
5 / 5 available
Administration Analytics
2 / 2 available
Executive Dashboards

Reports organised into 6 categories.

Organised by category — find the right report, search by name, then drill into the numbers that matter.

Sales Performance

4 / 4 available

Revenue, channel performance and product sales analytics.

  • Daily/Weekly Sales Summary
  • Product Sales by SKU/Varietal
  • Sales by Location
  • Sales Trends by Date Range

Wine Club & Membership

3 / 3 available

Club member analytics, retention and shipment reports.

  • Club Member Summary
  • Club Shipment Report
  • Subscription Insights

Customer Insights

4 / 4 available

Customer value, demographics and loyalty analytics.

  • Customer Lifetime Value
  • Top Customers Report
  • Geographic Demographics
  • Tier Drop-Off

Operations & Fulfilment

6 / 7 available

Inventory, order fulfilment and logistics reports.

  • Most-Swapped Products
  • Stock Forecast
  • Inventory & Stock Movement
  • Low-Stock Variants
  • Fulfilment & Order Status
  • Tax & Compliance Reports
  • Projected Subscription Data Coming soon

Administration Analytics

5 / 5 available

Operational health checks from the administration area.

  • Subscription Skips
  • Subscription Cancels
  • Billing Attempts
  • Delinquent Customers
  • Low-Stock Variants

Executive Dashboards

2 / 2 available

High-level KPIs and business performance summaries.

  • KPI Overview Dashboard
  • Cohort Retention

Every report follows the same workflow.

Search, filter, compare periods and export from the same report interface.

  1. 1 Search report

    Find a report by name from the report library.

  2. 2
    SalesClubsCustomers
    Choose category

    Browse Sales, Clubs, Customers, Operations, Administration or Executive views.

  3. 3
    Month to DatePrevious Month
    Select date range

    Apply presets or custom ranges, with optional period comparison.

  4. 4
    Review metrics, charts and tables

    Read headline metrics, switch chart types and sort table rows where available.

  5. 5
    PrintCSVPDF
    Export CSV/PDF or print

    Share outputs with finance, operations or leadership when needed.

Know exactly how each number is calculated.

Methodology cards explain the business question, source data, caveats and calculation logic behind selected reports.

Methodology

Sales methodology

Total Sales is net order revenue from Shopify (after discounts and refunds, including tax and shipping) plus paid club/subscription shipments. The trend chart sums to the same figure.

Shopify orders + club Returns-adjusted
Business question

How much revenue and order volume did we generate, and through which channels?

Why this may differ elsewhere

The Sales by Channel breakdown reflects storefront/Shopify channels only, so its rows will not always add up to Total Sales — Total Sales also includes club/subscription shipments, which are not split by channel.

Metric definition

Total Sales

Net order revenue (after discounts and refunds, including tax and shipping) plus paid subscription/club shipment revenue.

Primary sales metric
How it is calculated

Add each Shopify order's net sales — after discounts and refunds, including tax and shipping — to paid subscription/club shipment revenue for the period.

totalSales = Σ(order subtotal - refunds + tax + shipping) + Σ(paid club shipments)

Reports built around real winery questions

Revenue

  • How much revenue did we generate?
  • Which channels are performing?
  • Which products are selling fastest?

Members

  • Which members skipped or cancelled?
  • How are club shipments tracking?
  • How are cohorts retaining over time?

Inventory

  • Which products are running low?
  • Which products are swapped most often?
  • What stock movement happened in this period?

Customers

  • Which customers are worth the most?
  • Where are customers located?
  • Where are members dropping off tiers?

Operations

  • Which orders are delayed?
  • Which billing attempts need attention?
  • Which accounts are delinquent?
  • Hover or tap metric definitions in most analytical reports.
  • Understand what is included and excluded before sharing numbers.
  • See where Winehub reporting differs from Shopify reporting.

Search, filter, compare and export.

Controls built into every report: print, export, filter, sort and compare periods from the same workflow.

Print Export CSV Export PDF Date presets Period comparison Sortable tables Filters Chart toggles
Sales by Channel
Club 16 orders
$3,088.05 81.68%
Other 3 orders
$347.70 9.20%
Online 2 orders
$344.74 9.12%
Sales Distribution
Bar Line Area Pie Table
Sales Trend Daily
Sales Over Time
Bar Line Area Pie Table
Date Range Comparison
Month to Date Jun 1, 2026 – Jun 25, 2026
Previous Month
Date Presets
Last 7 Days Last 30 Days This Month Last Month Last Year

Comparing 2 periods. Metrics, charts and tables update for the selected ranges.

Reports powered by connected winery data.

Shopify orders Wine Clubs Subscriptions Customers Products Inventory POS Fulfilment Loyalty tiers

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Join hundreds of wineries using Winehub to power their clubs, subscriptions and customer experiences.

Reviews

Trusted by wineries across the globe

Real reviews from winery teams using Winehub.