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Luis's week · week of August 10 · sample data
Plan a day
Heading somewhere? Pick the town, and the street if it’s a big one. Every account worth a stop there, from all three lists.
Town
Win back · 3 open
Tidewrack Taproom
Gone quietPark Street, Paso Robles · Independent · On-premise
About 5.7 cases a week · what they usually buy
Stop in: did the handle rotate off, or are they out?
Usually orders every 7 days. Nothing in 58 days (last order Jun 19).
Weekly buys, last 26 weeks · bought in 16 · 103 cases
Feb 16week of Aug 10
Quail Run General Store
Gone quietSpring Street, Paso Robles · Independent · Off-premise
About 5.5 cases a week · what they usually buy
Stop in and find out what changed
Usually orders every 14 days. Nothing in 83 days (last order May 25).
Weekly buys, last 26 weeks · bought in 8 · 86 cases
Feb 16week of Aug 10
Albertsons #2072
Chain gapNiblick Road, Paso Robles · Chain · Off-premise
About 1.7 cases a week · what other Albertsons stores sell of this item
Store check on Tideline Pale Ale 6-pack; have the Sandcrest rep write the order
Authorized, and nothing shipped since Apr 24.
Where to hunt · 2 open
Wrasse Kitchen
Park Street, Paso Robles · Independent · On-premise
About 6.4 cases a week · what similar accounts sell of it
Pitch Tideline Pale Ale on draft
Hasn't carried it. 17 of 22 on-premise accounts of a similar size in San Luis Obispo do, at about 6.4 cases a week.
Weekly buys, last 26 weeks · bought in 25 · 290 cases
Feb 16week of Aug 10
Marlinspike Kitchen
Niblick Road, Paso Robles · Independent · On-premise
About 2.6 cases a week · what a placement sells at similar accounts
Open the account. Most similar accounts carry Tideline Pale Ale on draft
In the CRM, with no order on record. No visit logged yet.
Worth protecting · 2 open
Village Provisions
Niblick Road, Paso Robles · Independent · Off-premise
About 7.2 cases a week · what they buy now (not lost, worth protecting)
Put a visit on the calendar
Still buying; last logged visit Feb 17.
Weekly buys, last 26 weeks · bought in 12 · 138 cases
Feb 16week of Aug 10
Rincon Liquor
Park Street, Paso Robles · Independent · Off-premise
About 6.8 cases a week · what they buy now (not lost, worth protecting)
Put a visit on the calendar
Still buying; last logged visit Apr 3.
Weekly buys, last 26 weeks · bought in 26 · 150 cases
Feb 16week of Aug 10
Also this week: Win back · Where to hunt · Worth protecting · Follow up · Is it enough · Goals in detail · Last week · Notes
Sales through Aug 16, from distributor depletions. Chain authorization files as of Aug 14. San Luis Obispo means Luis Ortega's accounts, served by Sandcrest Beverage. Cases are case equivalents (24 twelve-ounce); a half-barrel keg is about 6.9.
Sample data: Coastline Craft Co. is a sample brewery, and every account, person and number here is made up. The voice is off-the-shelf text-to-speech. Check-offs and notes stay in this browser, the same in all three views.