Luis's week · week of August 10 · sample data

Goals in detail

Cases

Q3 cases so far

Ahead

6,834

164 ahead of the goal to date · goal to date 6,670 of 12,600 for the quarter · higher is better

The quarter so far, % of the goal to date

goal

On pace to finish13,014 414 past 12,600

Needed a week from here897 at last year's pace: 961

Cases last week

Slightly down

978

20 under a typical week · typical 997, the prior eight weeks' median · higher is better

Last 13 weeks, cases by week

typical 997

Same week last year718 +36.1%

Last four weeks4,036 +26.4% vs last year

What must be true

Cases = active placements × velocity × weeks.

Active placements

On plan

375

5 to the goal of 380 · accounts carrying a brand, any package, with a sale in the last 90 days · 345 at the start of the quarter · higher is better

The quarter so far, by week

goal 380

Velocity

Ahead

2.7 cases a week

4% above goal · per active placement, last four weeks · higher is better

The quarter so far, four-week velocity by week

goal 2.6

Slowing or stopped

Ahead

6.5%

3.5 points under the 10% goal · 9 of 139 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 · Is it enough · 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.