Skip to content
Go to Commerce7.com
  • There are no suggestions because the search field is empty.

WinePulse - How to enter your DTC Goals into WinePulse

Plan your budget and goals for this year and next year

Are you ready to plan your budget and goals for next year, or refine them for the remainder of this year?

WinePulse Goals  enable you to easily see and track your monthly/yearly progress against your goals.

  1. Enter your monthly budget/goals into the provided Google Spreadsheet. (You can access this spreadsheet by clicking 'Update Goals' from the WinePulse Reports home page).  
  2. Enter your monthly goals in the January to December cells for each applicable goal line.  
    1. Only numbers are permitted and you cannot change the format of the spreadsheet or alter the goal titles.
    2. Use % when entering the conversion rates and not decimal points.
    3. The yearly totals will be automatically calculated.
    4. If you don't want to track all these goals, just enter the ones you are focused on and leave the others blank.
  3. WinePulse updates every night, so add or tweak your goals today and you will see the updated monthly and yearly goal dashboards tomorrow.

Note that at the beginning of each month, the forecast figure displayed in Goals Monthly may be excessively high or low depending on the starting day(s) of the month.

For example if the first of the month is a busy Saturday, the calculation will initially use this figure to extrapolate an overly optimistic forecast for the whole month.

After a few days further into the month, this effect will level off and produce a more realistic goal forecast.

This effect is exacerbated during months in which you process your Wine Club early in the month, because WinePulse will use those early WC sales to forecast WC sales for the month and total sales.

Using WinePulse Reports to Provide You with Goals for Next Year

The instructions below are for illustration only. You know your business and what goals and percentage increases you want to apply.

The aim here is to provide you with an easy method to obtain your previous (or current year) actuals from WinePulse reports and adjust the numbers for your future goals.

Here are some suggestions for getting last year and current year figures from WinePulse to help create your future goals. Remember you can download to Excel all the reports to do your manipulation.  

WinePulse goals are split into:

GOAL: Sales goals ($)

Use this Report: 

  1. Choose 01- DTC Overview
  2. Choose Sales & KPI
  3. Choose 10- Sales by Month and Channel
  4. This shows your Wine Sales and Total Sales by month and by channel.
  5. Subtract Wine Sales from Total Sales and you have 'Other' sales by month.
  6. Run this report for this year to get your actual YTD results - and use this as a basis to develop goals for next year.
  7. Decide what percentage goal you would like to have for next year (for example: 5% increase).
    1. Add 5% to each 2019 sales number.
    2. If you are an Excel user you can use this formula to achieve this: =ROUND(LastYearsSales * 105%, -2) Note that the “-2” rounds to the nearest $100

GOAL: Tasting Room Metrics

To report on Wine Order Conversion & Wine AOV: 

  1. Choose 03 Tasting Room
  2. Choose Sales & KPI
  3. Choose 01 Sales Overview for this (current) year 
    1. Total Tastings & Bottles Sold
      1. Are you looking to increase tasters? You could add, say, 5%, rounded, to the total and divide by 12 to get average monthly numbers. Maybe choose a lower amount for the winter months and higher for the summer months.
    2. Wine Order Conversion Rate and Wine AOV 
      1. Increase both of these a little to challenge yourself next year. You can make it a consistent number for each month throughout the year.

To report on Wine Club Conversion:

  1. Choose 04 Wine Club
  2. Choose 02- Wine Club Yearly
    1. Wine Club Conversion Rate
      1. Also increase this a little to challenge yourself next year and apply the same value across the year, unless you have particular membership drives at certain times of the year.

GOAL: Wine Club Metrics


To report on Wine Club metrics: 

  1. Choose 04 Wine Club
  2. Choose 02- Wine Club Yearly 
    1. Wine Club Signups 
      1. Based on your business objectives, determine whether to maintain your current average monthly signups, plan for steady growth by spreading increases evenly through the year, or concentrate higher signup targets during your busiest months.
    2. Wine Club Active Members
      1. The report shows you the end of year (or YTD if running the report for the current year) number of Club Members and net growth/decline since the start of the year (taking account of signups and cancellations).
      2. Based on that, decide what level of growth you would like for the following year and divide that by 12 to get the monthly growth figure.
      3. Estimate the number of club members at the end of the current year and then increment each month by your required growth number.