Michel-Schlumberger — Marketing & Revenue Dashboard

🌐 Awareness Layer — Top of Funnel (feeds all categories)

📡 Social & Web Reach

Instagram · Facebook · Website — shared funnel driver across all revenue categories

⏳ Meta Access Pending

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IG Followers

—

IG Reach (30d)

—

Engagement Rate

—

FB Followers

—

Site Sessions (30d)

📋 Meta Business Suite access not yet available — IG/FB metrics will populate once access is set up. Placeholder panel.

A · 🍷 Wine Club

🍷 Wine Club — Awareness → Revenue Funnel

Commerce7 Live

Awareness

IG/Web Reach

Social + site visits

Consideration

Club Page Views

Membership page traffic

Sign-ups (30d)

—

New members

Active Members

751

Current total

Club Revenue MTD

—

C7 orders (Club channel)

751

Active Members

Goal: 2,000+

—

New (30d)

—

Cancelled (30d)

—

Club Rev MTD

—

Club Rev YTD

48,805

Club Orders (all time)

Membership Health (30d)

—

Tier Upgrades

—

Tier Downgrades

—

Cancellations

—

Skipped Shipments

13,079

Cancelled (all time)

Active Tier Breakdown

Tier	Members	% of Club	Rev/Shipment	Churn (30d)
Terrace Member	286	38.1%	—	—
Hillside Member	225	30.0%	—	—
Terrace Red Member	158	21.0%	—	—
Summit Member	82	10.9%	—	—
Estate Subscription	0	0%	—	—

📊 Source: Commerce7 API · Club channel + club-membership endpoint · Updates on fetch

B · 🛒 E-Commerce / Online DTC

🛒 Online Store — Awareness → Purchase Funnel

Commerce7 + GA

Site Sessions

—

GA / 30d

Product Views

—

Shop page views

Add to Cart

—

Cart rate

Orders (30d)

—

Web channel, C7

Revenue MTD

—

Web DTC

18,527

Web Orders (all time)

—

Orders MTD

—

Revenue MTD

—

Revenue YTD

QB target ~$1.84M

—

Avg Order Value

—

Conversion Rate

📊 Source: Commerce7 (Web channel) + Google Analytics ✅

C · 🏡 Tasting Room

🏡 Tasting Room — Reservation → Visit → Purchase Funnel

C7 + QB

Online Reach

—

Web / social

Reservations (30d)

—

Online bookings

Visits (30d)

—

Inbound + POS

Wine Purchases

—

On-site orders

TR Revenue MTD

—

Inbound + POS

14,401

TR Orders (all time)

Inbound 8,839 + POS 5,562

—

Visits MTD

—

Avg Spend / Visit

—

TR Revenue MTD

—

TR Revenue YTD

✅ Reservation System: C7 Native — Confirmed. VineZ wiring in online booking data from Commerce7.

📊 Source: Commerce7 (Inbound + POS + Reservations) + QB · Reservation system: C7 Native ✅

D · 🎉 Events | E · 📦 Wholesale & Distribution

🎉 Events

QB + Mailchimp

Email Clicks

—

RSVPs

—

Ticket Rev

—

Total Rev YTD

$22K

Events Rev YTD

—

Events YTD

—

Avg Event Rev

📊 Source: QuickBooks + Mailchimp campaign data

📦 Wholesale & Distribution

QuickBooks Primary

Pipeline

—

Outreach/POIs

Distributor Activity

—

Massanois + others

PO Volume

—

Cases

Net Rev YTD

$2.25M

Wholesale Rev YTD

Primary YTD spike driver

—

Active POS Count

—

New Accounts YTD

📊 Source: QuickBooks · Pipeline data TBD (manual or CRM)

F · 🌿 Private Label | G · 👥 Community / VIP (Phase 2)

🌿 Custom / B2B Private Label

QB Ancillary

$33K

Revenue YTD

—

Active Accounts

—

Avg Deal Size

📊 Source: QuickBooks

👥 Community / VIP List — Phase 2

Platform: Circle.so (not yet live)
Audience: Top club tiers + frequent TR visitors + top e-comm buyers

Stub panel — metrics will wire in once Circle.so is stood up.

Future metrics: List size · Growth rate · Engagement · LTV correlation

Revenue Mix — YTD Overview (from QB baseline)

📊 Revenue Mix 2026 Annual Target: $3,061,363 · YTD Budget to May: $1,266,928

📦 Wholesale & Distribution$2.25M — 50%

🛒 DTC E-Commerce (est.)$1.84M — 41%

🍷 Wine Club (est. within DTC QB acct 40002)Split pending C7

🎉 Events$22K — 0.5%

🌿 Private Label / B2B$33K — 0.7%

⚠️ Wine Club and DTC E-Commerce are combined in QB account 40002 (~$1.84M). Actual club vs. one-off split will come from Commerce7. VineZ to pull this and update the revenue mix.

📋 Dashboard Status

#	Gap	Owner	Status
1	Tasting Room reservation system	Agnes	✅ C7 Native
2	Meta Business Suite access for IG/FB data (awareness panel)	Agnes	⏳ Access pending
3	Google Analytics access for site sessions + product page views	Agnes	✅ Access confirmed
4	Wine Club vs. DTC revenue split (QB acct 40002)	VineZ	🔄 Pulling from C7
5	Club tier member counts (active breakdown by tier)	VineZ	🔄 C7 query in progress
6	Mailchimp → C7 attribution for events panel	VineZ	✅ Sync confirmed