Winery Data Services · Napa Valley

Still Pulling Numbers
from Five Different
Systems?

TEKreset unifies your winery's sales and operations data — tasting room, wine club, wholesale, distribution, inventory, and compliance — into one clear picture that helps you run a better winery.

Sound familiar?
  • Revenue numbers differ depending on who you ask
  • Distributor depletions arrive as raw Excel, weeks late
  • Inventory stock-outs found only after you're already out
  • Wine club performance buried somewhere in your POS
  • No way to see sales and operations in the same place
  • Hours every week rebuilding the same reports manually
We connect: Wine Direct Commerce7 VIP VinoShipper LibDib SOVOS Square QuickBooks
🏅 Napa Valley Based
Microsoft Power Platform
📊 Power BI · Power Apps · Power Automate
🤝 No-Obligation Consultation
The Challenge

Sales and ops data that never talk to each other

Most wineries run 6–10 disconnected systems. Sales lives in one place, inventory in another, compliance somewhere else entirely. The result: hours lost every week, decisions made on stale numbers, and problems found too late.

  • ⚠️ Sales: DTC, wholesale, and distribution revenue tracked in three separate platforms — never reconciled into one number
  • ⚠️ Distribution: Depletion reports arriving as raw Excel files, weeks after the fact, with no standard format
  • ⚠️ Inventory: Stock-outs and overages discovered after the damage is done — no proactive alerts
  • ⚠️ Operations: Production planning, purchasing, and sales forecasting done in separate spreadsheets with no shared view
  • ⚠️ Reporting: The same dashboards rebuilt by hand every week — copy, paste, format, repeat
The TEKreset Approach

One source of truth, built for wine

We connect your existing systems, wrangle the data, and deliver dashboards your team actually uses — without replacing anything you're already running.

  1. 1 Audit all current data sources & reporting pain points
  2. 2 Build automated pipelines from POS, wine club, and distributor systems
  3. 3 Deploy role-specific Power BI dashboards for sales, ops, and finance
  4. 4 Configure alerts, KPIs, and reorder triggers for inventory
  5. 5 Train your team and hand off with full documentation
What We Do

Services Built for Winery Operations

From data consolidation to automated inventory alerts — every service is purpose-built for the wine industry's unique channel complexity.

📊

Power BI Dashboard Development

Custom interactive dashboards for sales performance, financial metrics, channel comparison, and compliance tracking — all refreshed on your schedule.

Power BI Sales Finance
🍾

Inventory Optimization

Connect POS, warehouse, and distributor depletion data to maintain optimal stock levels. Automated reorder alerts prevent both overages and costly stock-outs at retail.

Stock Levels Reorder Alerts SKU Analysis
⚙️

Data Wrangling & Integration

Transform raw distributor reports, club exports, and tasting room logs into structured, analytics-ready formats. We handle the messy work so your team doesn't have to.

Data Mapping Transformation Automation
📱

Business Apps (PowerApps)

Replace paper forms and spreadsheet-based processes with lightweight mobile apps for wine club intake, tasting room tracking, and inventory counts.

PowerApps Mobile No-code
🤖

Process Automation

Automate recurring reporting workflows, compliance filings, purchase order triggers, and inter-team notifications using Power Automate — saving hours every week.

Power Automate Workflows Compliance
Channel Intelligence

Every Sales Channel, Fully Visible

Understand performance across DTC, wholesale, and distribution with channel-specific dashboards that speak your team's language.

DTC Analytics

Tasting Room, Wine Club & eCommerce

See exactly where your DTC revenue is coming from — walk-in visitors, club members, or online orders — and which SKUs and acquisition channels are performing best.

  • Wine club membership trends, churn rate, and lifetime value
  • Tasting room conversion rates by visit type and staff
  • Club allocation fulfillment tracking across shipments
  • eCommerce revenue by SKU, vintage, and promotion
  • Compliance & shipping integration (VinoShipper, SOVOS)
DTC Performance — MTD
Tasting Room Revenue $42,180 ↑ 12%
Wine Club Members 1,240 ↑ 8
Club Churn Rate 2.1%
eCommerce Orders 186 ↑ 23%
Cab Sauv Reserve68%
Chardonnay42%
Wholesale Analytics

On-Premise & Retail Accounts

Track account activity, velocity by region and account tier, and spot emerging opportunities before your competitors do.

  • Account-level sales velocity and reorder frequency
  • On-premise vs. off-premise revenue mix
  • Dormant account identification and revival tracking
  • Sales rep performance and territory analysis
  • Pricing and margin analysis by channel and SKU
Wholesale — QTD
Active Accounts 84 ↑ 6
Cases Shipped 1,420
Avg Order Value $1,260 ↑ 4%
Dormant (90d) 12
On-Premise61%
Retail / Off-Premise39%
Distribution Analytics

Depletion Reports & Market Coverage

Stop wrestling with raw distributor Excel files. We automate the ingestion of depletion reports across all your distribution partners and turn them into clean, comparable data.

  • Automated depletion report ingestion from multiple distributors
  • Market-level velocity and distribution point tracking
  • Sell-in vs. sell-through gap analysis by market
  • Vintage transition management and aging inventory alerts
  • New market penetration and expansion tracking
Distribution — YTD
Markets Active 7 States
Total Depletions 8,340 cs ↑ 18%
Sell-in / Sell-through 94%
Aging >180d 3 SKUs ⚠
CA Market52%
TX + NY Combined31%
Inventory Intelligence

Optimize Stock Across
Every Warehouse & Channel

Know exactly what you have, where it is, and when to reorder — before a phone call from your distributor tells you that you're out. TEKreset connects your POS, warehouse management, and sales channel data to give you a live inventory picture with automated reorder signals.

  • Unified view across tasting room, warehouse, and distributor inventory
  • Automated low-stock and overstock alerts by SKU and location
  • Vintage transition planning and aging bottle alerts
  • Allocation tracking for wine club shipments
  • Integration with your existing POS and warehouse systems
Current Inventory Status
Live View
Cab Sauv Reserve '22 320 cs ● Healthy
Chardonnay '23 44 cs ● Low Stock
Pinot Noir '22 180 cs ● Healthy
Rosé '23 620 cs ● Watch (High)
Merlot '21 12 cs ● Reorder Now
Alerts This Week
2 Action Required
🔴 Chardonnay below 60cs threshold Reorder
🔴 Merlot: 3 weeks supply remaining Urgent
🟡 Rosé: 90+ days since last depletion Monitor
Our Process

From Scattered Data to Clear Decisions

A structured four-step engagement that fits your timeline and gets your team running on better data fast.

🔍

Discovery & Audit

We map every data source, identify gaps and redundancies, and define the key metrics your team needs to run the business.

🔧

Build & Integrate

Automated pipelines connect your systems. Data is cleaned, normalized, and modeled into a single source of truth.

📊

Deploy Dashboards

Role-specific Power BI dashboards go live — one view for the sales team, another for finance, another for operations.

🚀

Train & Hand Off

Your team gets trained, documentation is delivered, and you're empowered to own your data going forward — with ongoing support available.

Why TEKreset

Winery-Fluent. Data-Driven.

We speak both languages — wine operations and data engineering — so nothing gets lost in translation.

🍷

Wine Industry Expertise

Deep familiarity with DTC compliance, TTB regulations, three-tier distribution, and the seasonal rhythms of winery operations.

📍

Napa Valley Based

Local presence means on-site availability when needed and a genuine understanding of the Napa wine market landscape.

Microsoft Power Platform

Power BI, Power Apps, and Power Automate are purpose-built for the scale and budget of boutique and mid-size wineries.

Get Started

Ready to See Your Winery Data Clearly?

Schedule a free, no-obligation consultation. We'll review your current data landscape and show you exactly what's possible — usually within one conversation.

No obligation Napa Valley based 30-minute discovery call Results in weeks, not months