Time Range
Showing: Last 30 Days

Revenue by Varietal

Last 30 days · All channels

ORIGIN I.D.A. Intelligence
What needs your attention today

Margin by Varietal

Demand Velocity

Inventory Cover

Performance Table

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0 wines
Wine Varietal Channel Revenue Margin Demand Club Churn Stock
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Visitors Today
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Revenue Today
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Avg. Ticket
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Live Sales & POS Transactions
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Top Sellers Today

Hourly Traffic

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Club Sign-Ups
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Today's tasting room enrollments
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Harvest & Fermentation

Vintage tracking, crush records, fermentation status, and barrel fill traceability

Oak Barrel Cellar

Live aging status for every barrel in your cellar — varietal, vintage, and cave location

Wine Club

Subscription health, member lifetime value, churn intelligence, and shipment planning

Members by Tier

Distribution across club plans

Highest Churn Risk

Members most likely to cancel

Upcoming Shipments

Next 30 days · Wine club allocation schedule

TierShip DateMembersWines IncludedEst. RevenueStatus

Pricing & Margin Engine

Cost per bottle, channel mix, discount pressure, and profitability by varietal

Gross Margin by Varietal

Channel Revenue Split

Pricing Intelligence

Per-SKU cost of goods, suggested price, and margin gap

WineCost / BottleTasting Room PriceWholesale PriceGross MarginPricing PowerAction

US Wine Market Intelligence

National consumer trends · Geopolitical factors · How your cellar aligns with demand · 90-day forecast

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Data: Mar 2026

🧠 ORIGIN I.D.A. — Market Analyst

Real-time strategic analysis based on your cellar data, national trends, and geopolitical signals

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Cache Auto-refreshes at 6:00 AM & 3:00 PM ET · Click "Re-Analyze" for fresh data
Data Source Claude AI analyzing your cellar inventory, national wine trends, USTR tariff data, and consumer sentiment indices.

ORIGIN I.D.A. — Deep Analysis

Powered by Claude AI — contextual strategic intelligence using your real winery data

Claude AI
Cache Results cached per analysis type · Click "Analyze with AI" to generate or refresh
Click "Analyze with AI" to generate a deep strategic analysis of your winery using Claude AI. Your real data — wines, transactions, club members, barrels — is analyzed to produce tailored recommendations.
Data Source Claude AI analyzing wines, transactions, club members, barrels, and harvest runs from your Supabase database.

Your Cellar vs. National Demand

Alignment score: how well stocked you are against consumer pull

National Wine Category Trends

US off-premise volume · % change YoY

Geopolitical & Macro Signals

Factors currently shaping the US wine market

Claude AI

Consumer Sentiment Index

Attitudes toward domestic wine by segment · Mar 2026

Claude AI

90-Day Demand Forecast — Your Portfolio

National trend × your historical sell-through × seasonal vintage model

Top US Wine Markets

Revenue opportunity by metro · 2026 index

Claude AI

Emerging Consumer Segments

Fastest-growing buyer profiles in domestic wine

Claude AI

Scenario Planner

Model revenue targets, pricing, production, and discount changes before committing to them

Adjust Variables
📊 Revenue target adjustment0%
💰 Price adjustment0%
🏷 Discount intensity0%
🍇 Vintage production change0%
⭐ Wine club allocation shift0%
Current Revenue
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Projected Gross Margin
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Projected Demand Score
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ORIGIN I.D.A. Read
Adjust the sliders to model your scenario and see projected outcomes.

TTB Compliance & Tax Center

Federal & state winery tax obligations, filing calendar, and audit-ready documentation — BWN-VA-10482

🏛 Federal Tax Obligations

TTB excise tax rates, quarterly liability, and filing requirements under 27 CFR Part 24

Tax Category Rate Your Volume Liability Filing Freq. Status

📍 Virginia State Tax Obligations

ABC liter tax, sales tax, and state-specific reporting for Virginia-licensed farm wineries

Tax / Fee Rate Basis Liability Filing Freq. Status

📅 Compliance Filing Calendar — 2026

All federal and state deadlines in one view · Color-coded by urgency

📋 Audit-Ready Document Checklist

Required records for TTB and Virginia ABC audits

🔑 Active Permits & Licenses

Federal and state licenses required to operate

🧾 Accountant Tax Summary — Q1 2026

Combined federal + state tax snapshot for your accounting team

⚠️
Important Legal Disclaimer

The TTB compliance information, tax calculations, filing calendars, and audit checklists provided in this section are for informational and planning purposes only and do not constitute legal, tax, or regulatory advice. ORIGIN I.D.A., Inc. is not a licensed tax advisor, CPA firm, or law firm. All tax rates, obligations, filing deadlines, and regulatory requirements displayed are estimates based on publicly available TTB and state tax authority data and may not reflect the most current rules, amendments, or your specific circumstances.

You are solely responsible for verifying all tax liabilities, filing obligations, and compliance requirements with a qualified tax professional, licensed CPA, or attorney before making any filings or payments. ORIGIN I.D.A. makes no warranties regarding the accuracy, completeness, or timeliness of the information presented. Reliance on this data without independent professional verification is at your own risk. By using this feature, you acknowledge and agree to these terms and to our full Terms of Service.

Update Inventory

Add new wines, update cases on hand, and manage stock status — saved permanently to your cellar

Update Existing Stock
Total SKUs
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wine labels
Total Cases
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cases on hand
At Risk
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need attention
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days of stock

Full Inventory View

Click any row to quick-edit stock levels

Wine Category Cases Cover Margin Status Action

Recent Updates

Current Cellar Snapshot

Reports & Export

Build custom, board-ready reports from your live data — filtered by date, module, and format

Custom Report Builder

Select the modules, date range, and format — then preview or download your report instantly.

Include in Report

Report Preview

Live preview of your configured report

Your Data Summary

Current records in your ORIGIN I.D.A. database

Report History

Previously generated reports

Data Sources

Connect your spreadsheets, POS systems, and cloud storage to keep ORIGIN I.D.A. in sync with your winery data

Auto-sync: every 15 min
Active Connections
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data sources linked
Last Sync
most recent update
Records Imported
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across all sources
Sync Health
all systems

📊 Microsoft Excel / OneDrive

Connect your Microsoft account to import spreadsheets directly from OneDrive or upload .xlsx files

Cloud Connection
Not connected
Connects via Microsoft OAuth. ORIGIN I.D.A. only reads files you explicitly select — no other data is accessed.
Manual Upload
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Drop .xlsx file here or click to browse
Supports .xlsx, .xls, and .csv files up to 10 MB

POS Integrations

Connect your point-of-sale system for automatic transaction sync

Square
Tasting room & retail
Ready
🟢
Lightspeed
Restaurant & retail
Ready
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Toast
Restaurant & bar
Coming Soon
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Clover
Multi-location retail
Coming Soon

📗 Google Sheets

Connect a Google Sheet to continuously sync data into ORIGIN I.D.A.

Not connected
Connects via Google OAuth. Read-only access to sheets you explicitly share.

Sync History

Recent data imports and connection activity

👥 Client Manager

View, segment, and communicate with your winery's customers, club members, and wholesale contacts

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Club Members
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Client Contact Type Status Last Contact Notes Actions
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📧 Email Templates

One-click campaigns and personalized outreach

👋
Welcome
New client onboarding
Club Welcome
New member tier details
📦
Shipment
Wine is on the way
🔄
Re-Order
Restock reminder
🎉
Event Invite
Tastings & releases
💌
Win-Back
Re-engage lapsed clients
🍷
New Release
Announce new wines
🎂
Birthday
Special occasion offer

📋 Email Activity Log

Track sent emails and delivery status

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No emails sent yet
Select a template or email a client directly from the table above

Quick Actions

Bulk operations for your client database

💬 Feedback

Help us improve ORIGIN I.D.A. — share your thoughts, report bugs, or request features

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