Analytics

Business metrics and collection trends

Total Clients

4

+2 this quarter

Bottles Managed

5,915

+890 this month

Portfolio Value

$932k

+12.3% YTD

Service Revenue

$60.7k

6 month total

Monthly Activity
Sep
12 scans · 340
Oct
18 scans · 520
Nov
15 scans · 410
Dec
22 scans · 680
Jan
28 scans · 890
Feb
14 scans · 420
Scans Bottles added
Top Regions (All Clients)
Bordeaux
1240 btl$285k
Burgundy
890 btl$420k
Napa Valley
620 btl$180k
Champagne
450 btl$95k
Tuscany
380 btl$72k
Client Engagement

James Whitfield

Platinum
Bottles1,847
Value$285,000
Projects2
Last active2/8/2026

Sarah Chen

Gold
Bottles623
Value$95,000
Projects1
Last active2/7/2026

Robert Kimball

Platinum
Bottles3,200
Value$520,000
Projects3
Last active2/9/2026

Elena Rodriguez

Silver
Bottles245
Value$32,000
Projects1
Last active2/6/2026