Winery Dashboard

Understanding the Winery Dashboard

The InnoVint Winery Dashboard enables winery members to understand the status of winery activity and inventory at a quick glance. This can help your team to efficiently and effectively plan and manage your day-to-day activities.

A quick guide to working with the Winery Dashboard


  • To access the Winery Dashboard, go to the Dashboard tab.

 

  • The dashboard consists of multiple cards displaying the current status of winery activity and inventory.

 

  • The data displayed in the dashboard is updated each time you log in. Only 4 cards need to be manually refreshed to show to the most up-to-date information: Total inventory cost, Losses this month, Volume by varietal, and Tons processed per vintage.
  • Click on Refresh all card data to update all cards in the dashboard and view real-time changes as winery members submit new activity to the account.

  • Click on the card header or displayed information to access the relevant explorer or details pages.

Dashboard cards and details


Open Work Orders

Total number of open work orders assigned to all winery members. Includes works orders in the following stages: Not started, Started, and Completed.

Work Orders Due Today

Total number of work orders due today. Also displays the total number of work orders that are past due.

Announcements

Admins can create announcements that display in the dashboard for all winery members. Only the person that created the announcement will be able to edit or delete.

Work Orders in Progress

The card header displays the total number of work orders that have been started and/or completed. The data in the card lists a maximum of 10 work orders in progress, sorted from the earliest due date.

Lots on Skins

Total weight in inventory 

Fermenting Lots

Total number of lots in stage Fermenting

Tank Availability

The card header displays the total number of tanks listed in inventory. The data in the card lists the breakdown of all empty, partial, and full tanks by number and percent.

Barrel Availability

The card header displays the total number of barrels listed in inventory. The data in the card lists the breakdown of all empty, partial, and full tanks by number and percent.

Recent Activity

5 most recent actions submitted to the account

Notes

10 most recent notes recorded to the account

Volume on Hand

Total lot volume in inventory

Total Inventory Cost

Total cost of all lots in inventory
** This card will only display data for winery members with access to Cost Tracking in InnoVint**

Open ETS Samples

Total number of ETS samples requested with no returned results
** Only accounts with ETS Integration activated will show data in this card **

Losses this month

Total volume losses across all lots for the calendar month. Includes juice and wine losses across all stages and tax classes.

Lots by stage

The card header displays the total number of lots listed in inventory. The data in the card lists the number and percent of lots per stage.

Recent Bottling

5 most recent bottling actions submitted to the account

Volume by varietal

The card header displays the total number of varietals represented in the lot inventory. The data in the card lists the volume per varietal and percent of total volume in inventory

Weight received per vintage

Total weight received each vintage
** This card is hidden for accounts with Custom Crush Permissions activated **

 

Permissions and Access


The Winery Dashboard respects permissions and access as defined in Settings > Member permissions.

For accounts with custom crush permissions enabled, winery members with restricted access to particular owners will only be able to view data that is relevant to their ownership or set to Global access.