Jordan's team · week of August 10 · sample data

Goals in detail

Cases

Q3 cases so far

Slightly behind

10,648

504 behind the goal to date · goal to date 11,152 of 21,200 for the quarter · higher is better

The quarter so far, % of the goal to date

goal

On pace to finish20,111 1,089 short of 21,200

Needed a week from here1,641 at last year's pace: 1,472

Cases last week

Down

1,490

139 under a typical week · typical 1,630, the prior eight weeks' median · higher is better

Last 13 weeks, cases by week

typical 1,630

Same week last year1,492 -0.1%

Last four weeks6,328 +4.8% vs last year

What must be true

Cases = active placements × velocity × weeks.

Active placements

Slightly behind

749

21 to the goal of 770 · accounts carrying a brand, any package, with a sale in the last 90 days · 698 at the start of the quarter · higher is better

The quarter so far, by week

goal 770

Velocity

Slightly behind

2.1 cases a week

3% below goal · per active placement, last four weeks · higher is better

The quarter so far, four-week velocity by week

goal 2.2

Slowing or stopped

Behind

10.8%

0.8 points over the 10% goal · 29 of 269 accounts that were buying before the quarter · lower is better

The quarter so far, by week

goal under 10%

Also this week: Win back · Where to hunt · Worth protecting · Follow up · Plan a day · Initiatives · Patterns · Where the work is · Are the lists enough · Last week · By rep · Notes

Sales through Aug 16, from distributor depletions. Chain authorization files as of Aug 14. North & Valley means the accounts of Maya and Cody. 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.