Dashboard¶
The dashboard is the first screen you see when you open the Tectalic Wine Club app. It gives you an at-a-glance overview of your wine club performance and quick access to common tasks.
Period Selector¶
A segmented button above the stats cards lets you choose a time window of 7, 30, or 90 days. Changing the period updates the Active subscriptions, New sign ups, and Revenue cards, as well as the upcoming orders table. You can also search for subscribers by name, email, or club.
Statistics¶
Four cards at the top of the dashboard show key wine club metrics: Active subscriptions, New sign ups, Revenue, and Annual forecast. Hover the card title for more detail. Each card includes a trend indicator when prior period data is available.
Multi-currency revenue
If your store has subscriptions in multiple currencies, revenue amounts are converted to your shop's base currency using exchange rates from recent orders. An asterisk and tooltip indicate when currency conversion is included.
Upcoming Wine Club Orders¶
A table showing upcoming orders due in the selected period. Each row includes:
- Customer name
- Next billing date
- Club price in the customer's currency
- Club name
- Bottles count
Click any row to open that subscription's detail page. The table shows up to 10 orders — click View all in the footer to see the full list on the subscriptions page.
Stock Forecast¶
The stock forecast helps you plan inventory for upcoming wine club orders. Open it by clicking Stock forecast in the upcoming orders table header.
The forecast shows a table of every product variant needed for upcoming orders, with columns for:
| Column | Description |
|---|---|
| Wine | Product name and variant |
| Club(s) | Which clubs need this product |
| Bottles needed | Total quantity required across all upcoming orders |
| In stock | Current Shopify inventory level |
| Status | Sufficient or Low — flagged as low when inventory is less than twice the bottles needed |
The stock forecast uses the same period as the dashboard — 7, 30, or 90 days.
Plan ahead
Use the 90-day view to plan purchasing and production ahead of time, especially before busy periods.
Setup Guide¶
If you're still getting started, a collapsible setup guide appears at the top of the dashboard tracking your progress through four key steps:
- Create your first wine club — Set up a club with frequencies, case sizes, and products
- Add the signup widget — Add the Member Signup block to your landing page theme template
- Add the customer portal — Enable the subscription management portal in your customer accounts
- Get your first customer — Promote your wine club and launch
Each step shows a checkmark when completed, with a progress indicator (e.g., "2 of 4 completed"). Once all steps are done, the guide automatically collapses. You can dismiss it at any time.
Your Current Plan¶
The dashboard shows your current billing plan under Your current plan, with:
- Plan name and status badge
- Subscription count and capacity bar showing usage against your plan limit
- Manage plan button to go to billing settings
Upgrade prompts
When your subscription count approaches or exceeds your plan limit, a banner appears recommending an upgrade. If you're over your plan limit, the banner changes to indicate that an upgrade is required. Click the upgrade button to go to billing settings.
Help and Resources¶
At the bottom of the dashboard you'll find links to:
- What's new — See the latest app updates
- Documentation — Browse these docs
- Contact support — Get in touch with the support team
Plus quick-reference cards linking to key documentation topics like club types, subscription management, order fulfillment, and customer emails.