Brewery Brain

Coastline Craft Co. — Demo

Spotlight · sample data

Sam's week: all three distributors

Director of Sales · week of August 10 · Coastline Craft Co., a sample brewery

Coastline, week of August 10: about 4,390 cases against a typical 4,590. On pace for 97% of the quarter's goal.

Read it instead

Good morning, Sam. Here's Coastline for the week of August tenth. Across all three distributors, accounts bought about forty-four hundred cases, a little under a typical week.

Coastline has three goals this quarter. Cases: on pace for about ninety-seven percent of goal if the rest of the quarter follows last year's, so a little short.

Placements: about forty-five to add.

Velocity: about two percent below goal.

Your three initiatives. Chain compliance: about six points below goal and slipping. Core brands on the shelf: about two points below goal and holding. Draft handles held: about seven points below goal and slipping.

If you do one thing this week, discuss the draft handles initiative with Jordan's team: Maya and Cody hold most of that gap and this week's lists carry about sixteen cases a week toward it.

Your teams are below; open either one, or any rep, for the detail.

If you do one thing this week

Draft handles held, with Jordan's team.

80% of on-premise accounts pouring a steady handle (no long stretch off in the last 90 days), against a goal of 86% (hold the start of the quarter), about seven points below goal. This week's lists carry 25 items toward it, about 16 cases a week.

See the initiatives →All 19 patterns →

Coastline's three goals

1. Cases: 59,400 for the quarter
about 1,710 short
30,439 so far, on pace to finish about 57,700
2. Active placements: 1,970
45 to add
1,925 now, 1,789 at the start of the quarter
3. Velocity: 2.4 cases a week per placement
2% below goal
2.4 over the last four weeks

Also watching: slowing or stopped, 8.7% (61 of 705). The goal is under 10% of accounts, so that’s inside the line.

Goals in detail →

Your initiatives

Chain compliance
89%goal 95%
Get involveddown from 91% four weeks ago · most of the gap is in Jordan's team
Core brands on the shelf
79%goal 82%
Worth a lookabout the same as four weeks ago · most of the gap is in Nina's team
Draft handles held
80%goal 87%
Get involveddown from 85% four weeks ago · most of the gap is in Jordan's team
By team and by rep →

Where help counts

Covered overall, not at Fogharbor Beverage: Maya's list brings back about 90 of the 161 cases a week Fogharbor Beverage is short.

Hunting: Maya's hunting would bring about 44 of the 112 cases a week Maya still needs.

Your teams

on trackworth a lookget involved
Nina’s team →
on pace for 98% of goal
Nina Castillo · Central Coast · 3 reps · the lists cover the gap
Hannah Pierce →
on pace for 97% of goal
RecoveryOpportunityProtect
Santa Barbara · List brings back 49 of the 63 cases a week needed · 7 still open from last week · 51 places to hunt · best street: Hollister Avenue, Goleta
Luis Ortega →
on pace for 103% of goal
RecoveryOpportunityProtect
San Luis Obispo · On pace to pass goal · 5 still open from last week · 11 places to hunt · best street: Price Street, Pismo Beach
Devin Shaw →
on pace for 95% of goal
RecoveryOpportunityProtect
Ventura · List brings back 66 of the 96 cases a week needed · 7 still open from last week · 46 places to hunt · best street: Saviers Road, Oxnard
Jordan’s team →
on pace for 95% of goal
Jordan Reyes · North & Valley · 2 reps · the lists bring back 144 of the 169 cases a week it needs
Maya Chen →
on pace for 90% of goal
RecoveryOpportunityProtect
Monterey Bay · List brings back 90 of the 161 cases a week needed · 12 still open from last week · 55 places to hunt · best street: Main Street, Watsonville
Cody Ramirez →
on pace for 99% of goal
RecoveryOpportunityProtect
Central Valley · List covers the 10 cases a week needed · 4 still open from last week · 23 places to hunt · best street: Shaw Avenue, Fresno
Start hereFive accounts, about 65 cases a week if they all come backThe team needs about 266 more a week to make the cases goal · 0 of 5 checked
1. Cliffside Pizza Company
Main Street, Salinas · Independent · On-premise · Maya's territory
About 14 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 55 days (last order Jun 22).
Weekly buys, last 26 weeks · bought in 19 · 257 cases
Feb 16week of Aug 10
2. Turnstone Social
Saviers Road, Oxnard · Independent · On-premise · Devin's territory
About 14 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 38 days (last order Jul 9).
Weekly buys, last 26 weeks · bought in 19 · 274 cases
Feb 16week of Aug 10
3. Shorebird Pizza Company
Las Posas Road, Camarillo · Independent · On-premise · Devin's territory
About 13 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 64 days (last order Jun 13).
Weekly buys, last 26 weeks · bought in 17 · 223 cases
Feb 16week of Aug 10
4. Fathom Tavern
Hollister Avenue, Goleta · Independent · On-premise · Hannah's territory
About 12 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 40 days (last order Jul 7).
Weekly buys, last 26 weeks · bought in 21 · 262 cases
Feb 16week of Aug 10
5. Sunset Provisions
Grand Avenue, Arroyo Grande · Independent · Off-premise · Luis's territory
About 12 cases a week · what they usually buy
Stop in and find out what changed
Usually orders every 7 days. Nothing in 77 days (last order May 31).
Weekly buys, last 26 weeks · bought in 15 · 182 cases
Feb 16week of Aug 10
All 61 to win back →

Everything else

Win back61

about 306 cases a week if they all come back

Regulars gone quiet, first orders with no second, chain items that stopped shipping.

Where to hunt186

about 188 cases a week if one in three lands

More brands where you already sell, accounts that don't buy yet, placements that could sell more.

Worth protecting25

buying about 328 cases a week now

Big accounts still buying, with no logged visit in two months.

Follow up32

about 172 cases a week to win back

On last week's list and not checked off yet.

Plan a day26 towns

Everything worth a stop in one town or on one street, whatever list it's on.

Initiatives3

Chain compliance, core brands and draft against their goals, by team and by rep.

Patterns19

What shows up across many accounts at once: where one decision covers a lot of ground.

Where the work is

What the lists don't cover, by territory, beside the accounts and last week's visits.

Are the lists enough

What the list brings back, and where the rest comes from.

Goals in detail

The trend behind each of the three goals.

Last week40 of 93 done

What got done, and what ordered after a visit.

By team and distributor5 reps

Each rep against goal, what their list covers, and where they can hunt.

Notes

What you did, what you heard, or what this got wrong.

Sales through Aug 16, from distributor depletions. Chain authorization files as of Aug 14. Coastline means every account, all three distributors. 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.