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SVB Annual Survey is Open

October 11, 2021 by Jeanette

Now is your opportunity to get access to an exclusive report of over 50 charts, summary analysis and detailed responses of wine industry metrics and trends. You can use these numbers to benchmark your own performance. But hurry, the portal closes on Friday, October 15th.

Each year Rob McMillan and his team at Silicon Valley Bank prepare an annual report called the State of the Wine Industry Report. This is a thorough report that discusses micro and macroeconomic trends that affect the wine industry. It is also a really fun read.

One of the key components to the report is information and metrics submitted by wineries through the Annual Survey.  As a thank you for your time, only the folks who submit replies to the survey will receive the charts and graphs. These are only available to folks who participate in the survey. Everyone else only gets to download the final report.

To make it easier to complete the survey, I made a video to show you how to pull the reports so you can answer the financial questions. Of course, these reports assume that you have set up your QuickBooks file using our Fundamental Five.

Here is the link to submit the survey Submit SVB Survey

Download these questions to the survey so you can prepare your answers SVB Survey Questions

This video will walk you through how to pull the answers to the financial questions

https://qbwinerysolutions.com/wp-content/uploads/2021/10/SVB2021Survey.mp4
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