WinePulse DTC Reports: Full Index and Purpose Descriptions
This grid provides a convenient overview of the available reports, when to use them - and their key functions
| Folder | Sub Folder | Report Name | Selectable Fields | Results | Scenario |
| DTC Overview | Overview | DTC Daily Overview | DATE | Dashboard & Sales Graph | How do I get immediate summary of how my winery did yesterday |
| DTC Overview | Overview | DTC Weekly Overview | DATE | Dashboard & Sales Graph | How do I get immediate summary of how my winery did last week |
| DTC Overview | Overview | DTC Monthly Overview | DATE | Dashboard & Sales Graph | How do I get immediate summary of how my winery did this month compared to last month |
| DTC Overview | Overview | DTC Yearly Overview | DATE | Dashboard & Sales Graph | How do I get immediate summary of how my winery did this year compared to last year |
| DTC Overview | Sales & KPI | Sales by day and channel with tasters | DATE RANGE, CHANNEL | Tasters and Channel $ Sales per day | How can I the sales for each area of my winery business How can I see the number of tasters for specific day/date range? |
| DTC Overview | Sales & KPI | Sales by day and order type | DATE RANGE, CHANNEL, ORDER TYPE | Total $ Sales & quantities by Order Type per day | I need to see the sales per tasting room or by events versus tasting room. |
| DTC Overview | Sales & KPI | Sales by day and department | DATE RANGE, CHANNEL, ORDER TYPE, DEPARTMENT | Total $ Sales & quantities by Department per day | Show me my sales for wine or merchandise or food or events (if your products use depts) |
| DTC Overview | Sales & KPI | Sales by day and sub department | DATE RANGE, CHANNEL, ORDER TYPE, DEPARTMENT, SUB DEPARTMENT | Total $ Sales & quantities by Sub Department per day | Show me my sales for sub departments of wine or merchandise or food or events (if your products use sub depts) |
| DTC Overview | Sales & KPI | Sales by day and product type | DATE RANGE, CHANNEL, ORDER TYPE, PRODUCT TYPE | Total $ Sales by Product Type per day | Show me my sales for sub departments of wine or merchandise or food or events (if you don't use depts) |
| DTC Overview | Sales & KPI | Sales by day and sales attribute | DATE RANGE, CHANNEL, SALES ATTRIBUTE | Total $ Sales by Sale Attribute per day | I need to see my tasting room pours, or how many corked bottles, or donations made |
| DTC Overview | Sales & KPI | Sales by product brand | DATE RANGE, PRODUCT BRAND | Total $ Sales & quantities by Product Brand | I need to see the sales for each of my wine brands, or a specific brand of merchandise. |
| DTC Overview | Sales & KPI | Order Detail by day | DATE | Same as WineDirect Order Detail report but with regularly needed columns | Why does my WineDirect Order detail report have so many unwanted columns. I only want to see relevant information without spending time configuring. |
| DTC Overview | Sales & KPI | Sales overview | DATE RANGE | Dashboard inc Sales by Product Name & Sales Associate Performance | How do I get immediate summary of how my winery did for a particular date range |
| DTC Overview | Sales & KPI | Sales by Month and channel | YEAR | Total $ Sales & quantities for Wine Sales per month per channel | How are my wine sales comparing this month for tasting room/website/club/other |
| DTC Overview | Sales & KPI | Sales by Month and order type | YEAR, ORDER TYPE | Total $ Sales & quantities for Wine Sales per month per order type | I need to see sales for my individual tasting rooms for the last month |
| DTC Overview | Sales & KPI | Sales by day and source code | DATE RANGE, CHANNEL, ORDER TYPE | Total $ Sales per day by Source Code | I use source code for annotating coupon source - how can I see how many coupons customers we have had from Hotel X |
| DTC Overview | Sales & KPI | Sales by day and promo code | DATE RANGE, CHANNEL, ORDER TYPE | Total $ Sales per day by Promo Code (1st Promotion) | I need to see how my sales have been discounted using my various promptions |
| DTC Overview | Sales & KPI | Sales & Quantity by day and Product Name | DATE RANGE, ORDER TYPE, CUSTOMER TYPE, PRODUCT TYPE, PRODUCT NAME | Total $ Sales, quantities sold and write off for Product Names | I need a list of my sales for a day/date range using product names |
| DTC Overview | Sales & KPI | Sales & Quantity by day and Product SKU | DATE RANGE, ORDER TYPE, CUSTOMER TYPE, PRODUCT TYPE, PRODUCT SKU | Total $ Sales, quantities sold & write off for Product SKU | I need a list of my sales for a day/date range using product skus |
| DTC Overview | Sales & KPI | Sales & Quantity by Order Type and Product Name | DATE RANGE, ORDER TYPE, CUSTOMER TYPE, PRODUCT TYPE, PRODUCT NAME | Total $ Sales, quantities sold & write off for Product Name by Order Type | Show me how each of my products are selling across each of my sales types (tasting room, website, events etc) |
| DTC Overview | Sales & KPI | Sales by Day of the Week and Hour | DATE RANGE, ORDER TYPE, DEPARTMENT | Graphs per day of the week showing Avg Sales & Orders per hour | How can i compare my sales & orders per hour for different days of the week? |
| DTC Overview | Sales Associate Performance | Sales Associate Overview | DATE RANGE, SALES ASSOCIATE | Sales Associate Sales including Tasters, Tips & %, Orders, Signups, Conversion, AOV, Days worked, Avg Sales, Hourly & Tasters per day/hour | I need on one report to see everything about my sales associates and how they compare with each other |
| DTC Overview | Sales Associate Performance | Sales by day and Associate | DATE RANGE, CHANNEL, ORDER TYPE, SALES ASSOCIATE | Sales Associate Total $ Sales per day | |
| DTC Overview | Trend Analysis | Sales by Month | YEAR, CHANNEL, TREND ANALYSIS | DTC Sales by month comparing to previous year per channel | Show me my Sales for Tasting Room, Website, Events on a graph month by month compared with last year |
| DTC Overview | Trend Analysis | Sales by Channel | YEAR | Graph showing total $ Sales per channel compared with previous year | Show me my Tasting Room, WebSite, Telephone Sales on a graph compared with last year |
| DTC Overview | Trend Analysis | Sales by customer type | YEAR | Graph showing total $ Sales by Customer Type (WC, Repeat) compared with previous year | Show me how my sales vary by wine club, first time customer, repeat customer this year compared with last |
| DTC Overview | Trend Analysis | AOV by channel | YEAR, CHANNEL | Graph showing Wine Average Order Value (AOV) by Channel compared with last year | In graph format show me my average wine order value for tasting room/website/events for comparing with last year |
| Inventory | Inventory detail by SKU | DATE RANGE, ORDER TYPE, DEPARTMENT, PRODUCT TYPE, PRODUCT NAME (WINE) | Wine (or Product) by SKU/Name quantities for Total, Sold, Write Off/Poured, Shipped, Picked Up & Remaining | I want to see an inventory breakdown by product(s) showing me how much wine needs to be pickedup/is awaiting shipping/can be sold | |
| Inventory | Orders paid still in inventory | DATE RANGE, ORDER TYPE, DEPARTMENT, PRODUCT TYPE, PRODUCT NAME (WINE) | Wine (or Product) by Product Name quantities for paid Orders not yet picked up or shipped | Show me how much wine I need to put aside for pickups or shipping | |
| Inventory | TR Sales & quantity by SKU and day | DATE RANGE, ORDER TYPE, CUSTOMER TYPE, PRODUCT TYPE, PRODUCT NAME | Tasting Room Wine (or Product) by Product Name $ Sales and quantities sold/write off/poured | For each of my wines show me how many bottles were sold versus written off for pours or donations | |
| Inventory | WC Sales & quantity by SKU and CLU | DATE RANGE, CLUB, CLUB SHIPMENT, PRODUCT TYPE (WINE), PRODUCT NAME | Wine Club Wine (or Product) $ Sales & quantities sold, shipped, pickedup, awaiting pickup/ship | Show me how much wine club wine I need to put aside for pickups or shipping | |
| Inventory | Ecommerce Sales and quantity by SKU and day | DATE RANGE, ORDER TYPE, CUSTOMER TYPE, PRODUCT TYPE, PRODUCT NAME | E-commerce Wine (or Product) $ Sales & quantities sold, write off | How much wine have I sold on my website | |
| Inventory | Event Sales and quantity by SKU and day | DATE RANGE, ORDER TYPE, CUSTOMER TYPE, PRODUCT TYPE, PRODUCT NAME | Event Wine (or Product) $ Sales & quantities sold, write off | How much wine has been sold or written off for pouring at events | |
| Tasting Room | Overview | TR Daily Overview | DATE | Dashboard & Sales Graph | How can quickly see yesterdays Sales, Signups, AOV and Tasters on one screen. |
| Tasting Room | Overview | TR Weekly Overview | DATE | Dashboard & Sales Graph | How can quickly see the last weeks Sales, Signups, AOV and Tasters on one screen. |
| Tasting Room | Overview | TR Monthly Overview | DATE | Dashboard & Sales Graph | How can I compare by Tasters, Signups, Conversion Rate with this month last year |
| Tasting Room | Sales & KPI | Sales Overview | DATE RANGE, ORDER TYPE | Charts showing Sales $, Tasters, Wine AOV, Wine Order conversion, Club signups | How can quickly see Sales, Signups, AOV and Tasters for my chosen time period all on one screen. |
| Tasting Room | Sales & KPI | KPI by day | DATE RANGE, ORDER TYPE | Sales, Tasters, AOV, Conversion, Signups by Order Type | Nothing fancy just give me the figures for my Tasting Room performance |
| Tasting Room | Sales & KPI | Sales by day | DATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPE | Daily Tasting Room Sales broken down by Customer Type and product type purchased (for example, Repeat Customer/Club Member/1st Time Customer - Wine, Merchandise and Tasting Sales) | How can I see a breakdown of my customer types and their purchases of wine or merchandise or tasting |
| Tasting Room | Sales & KPI | Sales by order type | DATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPE | Tasting Room Sales showing breakdown of Club Orders, Tasting Room & Write Offs | Show me a summary of my Tasting room sales across different tasting rooms |
| Tasting Room | Sales & KPI | Tasters by order type | DATE RANGE, ORDER TYPE, CUSTOMER TYPE | Number of tasters by tasting room/order type | How many tasters are my different tasting rooms seeing |
| Tasting Room | Sales & KPI | Sales by customer type | DATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPE | Tasting Room Sales totals by customer type | Give me a breakdown of how many sales are to club members versus first time customers |
| Tasting Room | Sales & KPI | Tasters by customer type | DATE RANGE, ORDER TYPE, CUSTOMER TYPE | Number of tasters by customer type | Give me a breakdown of how many tasters are visiting who are new customers, club or repeat customers |
| Tasting Room | Sales & KPI | Sales by department | DATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPE | Tasting room sales of each department (wine/merchandise, glass, tasting, other | How much wine/merchandise am I selling |
| Tasting Room | Sales & KPI | Sales by sub department | DATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPE | Tasting room sales of each subdepartment (wine/merchandise, glass, tasting, other | If use sub departments show me sales by sub-depts) |
| Tasting Room | Sales & KPI | Sales by product type | DATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPE | Tasting room sales by Product Type (Wine, Wine Product or Other) | I dont use departments but want to see how much wine or merchandise or food I sold |
| Tasting Room | Sales & KPI | Sales and quantity by Product Name | DATE RANGE, ORDER TYPE, CUSTOMER TYPE, PRODUCT TYPE, PRODUCT NAME | Tasting Room Total Sales of each Product including write offs | Show me the number of a particular item/all items that I have sold in the tasting room |
| Tasting Room | Sales & KPI | Order Detail | DATE | Same as WineDirect Order Detail report but with regularly needed columns | Why does my WineDirect Order detail report have so many unwanted columns. I only want to see relevant information without spending time configuring. |
| Tasting Room | Sales & KPI | Sales by day of the week | DATE RANGE | Graph showing Total $ Sales day by day | I want to show my sales for each day to let me compare how busy/profitable each day of the week is |
| Tasting Room | Sales Associate Performance | Sales Associate Overview | DATE RANGE, SALES ASSOCIATE | Overview of all Tasting Room Sales Associates Tasters, Tips, Sales, Orders, Signups etc | I need on one report to see everything about my sales associates and how they compare with each other |
| Tasting Room | Sales Associate Performance | Sales Associate Individual Performance | DATE RANGE, SALES ASSOCIATE | Individual performance of one sales associate | Give me details of one particular sales associate sales abilities. sales showing tasters, AOV, bottles sold, sales |
| Tasting Room | Sales Associate Performance | Sales Associate comparison by order type | DATE RANGE, ORDER TYPE | Overview of all Sales Associates by Order Type (allowing drill down for individual tasting rooms) | Give me a comparison of each sales associate overall sales showing tasters, AOV, bottles sold, sales per tasting room |
| Tasting Room | Sales Associate Performance | Average orders per hour | DATE RANGE | Overview of all Tasting Room Orders per hour | I want to see how many orders each hours are achieved in my Tasting Room for a time period |
| Tasting Room | Trend Analysis | Sales | YEAR, ORDER TYPE, CUSTOMER TYPE | Graph showing monthly TR sales per tasting room compared with last year | Show me my Sales on a graph comparing with last year |
| Tasting Room | Trend Analysis | Tasters | YEAR, ORDER TYPE, CUSTOMER TYPE | Graph showing monthly TR Tasters compared with last year | Show me my tasters on a graph comparing with last year |
| Tasting Room | Trend Analysis | Wine AOV | YEAR, ORDER TYPE, CUSTOMER TYPE | Graph showing AOV compared with last year | In graph format show me my average order value for wine purchases comparing with last year |
| Tasting Room | Trend Analysis | Wine Order conversion rate | YEAR, ORDER TYPE, CUSTOMER TYPE | Graph showing Wine Order Conversion Rate compared with last year | I want to see a graph format to see how many tasters purchase wine comparing with last year |
| Tasting Room | Trend Analysis | Average Sales per taster | YEAR, ORDER TYPE, CUSTOMER TYPE | Graph showing average $ per taster compared with last year | I want to see a graph format for my tasters purchases comparing with last year |
| Wine Club | Overview | Wine Club Monthly | MONTH | Graph showing trends for current month | Quick summary of my wine club this month |
| Wine Club | Overview | Wine Club Yearly | YEAR | Graph showing trends for current year | Show me a summary of my wine clubs for the last year |
| Wine Club | Overview | Wine Club snapshot | CLUB | Graph showing Club members figures compared with last month | I need to see a quick summary of how my clubs or one particular club are doing |
| Wine Club | Membership Analysis | Membership overview | DATE RANGE, WINE CLUB | Summary of each wine club's Active/Cancelled/On Hold members for date range | For a given date range I need to see club members total, cancellations, holds, |
| Wine Club | Membership Analysis | Membership by month | DATE RANGE, WINE CLUB | Graph showing New, Cancelled, On Hold activities | In which months do we lose most club members |
| Wine Club | Membership Analysis | Attrition rate | DATE RANGE, WINE CLUB | Cancelled members for each club | Show me cancelled members for each club |
| Wine Club | Membership Analysis | Average tenure | DATE RANGE, WINE CLUB, CANCEL REASON | Graph showing average tenure per club | How long do members remain in each club |
| Wine Club | Membership Analysis | Lifetime value | WINE CLUB | Average life time value per club for active, cancelled and on hold members | What's the average LTV of our reserve club compared with the regular club (should we pay staff more for reserve sign ups) |
| Wine Club | Membership Analysis | Cancel Reasons | DATE RANGE, WINE CLUB, CANCEL REASON | Pie chart showing reasons for cancelling | How many members quit the reserve club for financial reasons |
| Wine Club | Membership Analysis | Members at risk | RISK INTERVAL (%) | Shows per club members who are still in that club longer than the average tenure for that club | Which reserve club members are most at risk of quitting |
| Wine Club | Membership Analysis | Summary of Wine Club Members Sales | YEAR | Graph showing summary of all wine club sales including WC, tasting room, website & other. | How can i see a total of all wine club purchasing across clubs, tasting room and other channels |
| Wine Club | Sales & KPI | Club overview | DATE RANGE, WINE CLUB | Sales by Month/Product of a particular wine club | How has our new club performed this year in terms of members and revenue. |
| Wine Club | Sales & KPI | Sales by month and club | YEAR | Monthly view of each clubs sales | How do all my clubs compare in terms of revenue ytd |
| Wine Club | Sales & KPI | Sales & KPI by club shipment | DATE RANGE, WINE CLUB | How many members bought wine from a particular Club | How many bottles did we sell to our reserve club members in each of this year's shipments |
| Wine Club | Sales & KPI | Sales by product type | DATE RANGE, WINE CLUB | Total revenue per club for given time period | How does sales performance compare between the white and red clubs |
| Wine Club | Sales & KPI | Wine Average Order value | DATE RANGE, WINE CLUB | Average order value per club for chosen time period | How many club orders did we successfully process last month for our three flagship clubs |
| Wine Club | Sales Associate Performance | Sales Associate Wine Club signups | DATE RANGE | Breakdown per sales associate of different club signups | Who is my best Wine Club Sales Associate |
| Wine Club | Sales Associate Performance | WC Members tenure by sales associate | DATE RANGE | Breakdown per sales associate of signups, active member and cancelled members and "still active" | which sales associate is signing up club members that stay loyal versus leaving |
| Wine Club | Trend Analysis | Active members | YEAR | Graph showing month by month active members this year and and last year | How many members of each club do I have |
| Wine Club | Trend Analysis | Wine average order value | YEAR, CLUB | Graph showing Wine Club Average Order value per club compared with last year | How much are people spending on each wine purchase? |
| Wine Club | Trend Analysis | Attrition rate | YEAR | Graph showing cancelled club members compared with last year | At what rate are our existing wine club customers leaving our clubs |
| Wine Club | Trend Analysis | WC TR Conversion rate | YEAR | Tasting Room Wine Club Conversion Rate compared with last year | How many tasters are my tasting room signing up for the club |
| E-Commerce | Sales & KPI | Sales overview | DATE RANGE, ORDER TYPE | Graph showing wine website sales by customer type | At-a-glance view of daily ecommerce sales in specified period |
| E-Commerce | Sales & KPI | Sales by day | DATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPE | Website Sales per day | How many first time customers ordered online following our recent mailshot (not strictly true as doesn't give you the numbers) |
| E-Commerce | Sales & KPI | Sales by order type | DATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPE | Website Sales per day | What were the total website sales for first time customers last month |
| E-Commerce | Sales & KPI | Sales by cust. type | DATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPE | Website Sales per customer type (Club Member, 1st time) | Do club members buy more online than non-club |
| E-Commerce | Sales & KPI | Sales by department | DATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPE | Website Sales by Department | How many bottles of wine did we ship last month |
| E-Commerce | Sales & KPI | Sales by sub department | DATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPE | Website Sales by SubDepartment | We use sub department to distinguish between distribution wines and TR exclusive wines … so do we make more money online from our reserve collection |
| E-Commerce | Sales & KPI | Sales by product type | DATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPE | Website Sales by Product Type | How do online sales of merchandise compare with sales of wine |
| E-Commerce | Trend Analysis | Sales | YEAR, ORDER TYPE, CUSTOMER TYPE | Graph showing Website sales by month compared with last year | Are our online sales up or down vs last year |
| Events | Sales & KPI | Sales overview | DATE RANGE, ORDER TYPE | Overview of Sales, Tasters, AOV | Which tasting room sold most tickets to last month's event (assumes diff order types per TR) |
| Events | Sales & KPI | Sales by day | DATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPE | Event Ticket purchases for a date range | What were last week's daily ticket sales for our upcoming winemaker dinner |
| Events | Sales & KPI | Sales by order type | DATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPE | Event Sales for date range | What percentage of WC signed up for the PUP on line |
| Events | Sales & KPI | Sales by cust. type | DATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPE | Event Sales by customer type | Did we sell more tickets to non-club members for that recent event |
| Events | Sales & KPI | Sales by department | DATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPE | Event Sales by Department | If Departments are used for Events, how many tickets were sold for multiple events in one department. |
| Events | Sales & KPI | Sales by sub department | DATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPE | Event Sales by SubDepartment | If Sub Departments are used for Events, how many tickets were sold for multiple events in one department. |
| Events | Sales & KPI | Sales by product type | DATE RANGE, ORDER TYPE, PRODUCT TYPE, DEPARTMENT, SUBDEPARTMENT, CUSTOMER TYPE | Event Sales by Product Type | If Product Types are used for Events, how many tickets were sold for multiple events in that product department. |
| Events | Trend Analysis | Sales | YEAR, ORDER TYPE, CUSTOMER TYPE | Event Sales month by month compared with last year | Are our event sales up or down vs last year |
| Customer Analysis | Sales & Customers Map Overview | CRITERIA (AOV, CUSTOMER, SALES ETC), DISPLAY TOP # | Map view of US dynamic click to drill down to data. | Review your State Licensing by showing concentrations of customers in areas. Export data back to WineDirect for target mailing campaign Plan out-of-area Winemaker dinner pick a city where you have club members, previous club members & other customers to invite (and check the age demographic) |
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| Customer Analysis | Sales & Customers Metrics by Region | ZIP, DISTANCE | Zoomed in view of location and customer summary, drill down to detailed data | Focus on a particular zip code area to analyze your customer base to arrange a marketing campaign, dinner etc | |
| Customer Analysis | Customer Details by Region | ZIP, DISTANCE | Drilled down data of customers in that region | Focus on a particular zip code area to analyze your customer base to arrange a marketing campaign, dinner etc | |
| Customer Analysis | Customers History by Channel | DATE RANGE, TOP x CUSTOMERS SALES | Drilled down data of customers by Tasting Room, Website, Club, Events | Do my customers buy more from Tasting Room, WebSite, Events or other | |
| Customer Analysis | Year over Year Sales and Customer Comps | DATE, TOP X CUSTOMERS | Drilled down data of customers showing TR visits, Website Orders, Sales | Win back customers, Reward your best customers | |
| Customer Analysis | RFM Analysis | ORDER TYPE | Show RFM Analysis of customers by order type (tasting room, website etc) | Target marketing campaigns to Best Customers, At Risk Customers | |
| Customer Analysis | RFM Customer Data | ORDER TYPE, CUSTOMER SEGMENT | Drill Down to RFM data by customer type | Target marketing campaigns to Best Customers, At Risk Customers | |
| Customer Analysis | Product Sales by Customers | DATE RANGE, ORDER TYPE, PRODUCT TYPE, PRODUCT NAME | Customer information and their purchases of your selected products | Target your customers who love a certain type of wine |