Grape Expectations

Owner Dashboard

Relationship intelligence

What to do next, not just what happened.

InventoryLast 30 days
New customers

32

+18%

Returning customers

118

+9%

Passport completions

46

+24%

Event RSVPs

126

+11%

Wine club signups

7

+3

Private party leads

5

+2

Gift card interest

14

+5

At-risk customers

9

needs follow-up

Customers to Invite Back

Haven't visited in 60+ days

  • Sam Whitfield

    Last visit 2026-04-02

  • Helena Brooks

    Last visit 2026-03-14

Wine Club Prospects

Engaged but not yet members

  • Priya Anand

    6 visits · The Crisp Classic

  • Sam Whitfield

    3 visits · The Sweet Discoverer

  • Renee Okafor

    9 visits · The Smooth Socialite

  • Davis Park

    2 visits · —

Private Party Leads

New inquiries this week

  • Catherine Liu

    Birthday · 25 guests · $1.5k–$2.5k

  • Rivera & Co.

    Corporate · 40 guests · $3k–$5k

  • Hannah Glaser

    Engagement · 18 guests · $1k–$1.5k

  • Lake Eloise Rotary

    Fundraiser · 60 guests · $5k+

Best Event Opportunities

By RSVP momentum

  • Old World vs. New World

    22/32 RSVPs · 7/3/2026

  • Jazz on the Patio

    41/80 RSVPs · 7/5/2026

  • Tuscany Pairing Dinner

    18/24 RSVPs · 7/12/2026

Popular Wines

Most favorited this month

  • Château Lumière Reserve

    Cabernet Sauvignon · Napa Valley

  • Sognatore Barolo

    Nebbiolo · Piedmont

  • Maison Clair Sancerre

    Sauvignon Blanc · Loire Valley

  • Astra Riesling Kabinett

    Riesling · Mosel

  • Greywacke Pinot Noir

    Pinot Noir · Marlborough

VIP Guests

Top relationships

  • Eleanor Vance

    24 visits · Reserve Member

  • Jordan Reyes

    18 visits · Social Sipper