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 2 cards need to be manually refreshed to show to the most up-to-date information: Total inventory cost, and Losses this month.
- 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.
Total Weight in Inventory
Total processed weight in inventory. This does not include unprocessed Fruit Lots.
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
Volume on Hand
Total lot volume in inventory (includes bulk wine and case good lots)
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.