Brewery Brain

Coastline Craft Co. — Demo

Spotlight · sample data

Jordan's team: North & Valley

Sales manager, North & Valley · week of August 10 · Coastline Craft Co., a sample brewery

↑ Sam's week

North & Valley, week of August 10: about 1,490 cases against a typical 1,630. On pace for 95% of the quarter's goal.

The Spotlight, in words

Good morning, Jordan. Here's the North & Valley team for the week of August tenth. Across the two territories, accounts bought about fifteen hundred cases, under a typical week.

The team has three goals this quarter: cases, placements and velocity. First, cases. Halfway through the quarter, the team is on pace for about ninety-five percent of goal if the rest of the quarter follows last year's, so short.

Second, placements: about twenty-one to add. Third, velocity: about three percent below goal. About eleven percent of accounts are slowing or stopped; the goal is under ten.

The initiatives in your section. Chain compliance: about ten points below goal and slipping; Maya is furthest off. Core brands on the shelf: about two points below goal and holding; Maya is furthest off. Draft handles held: about twelve points below goal and slipping; Maya is furthest off.

Here's who needs you this week. Maya first: on pace for ninety percent. Maya's list brings back about ninety of the one hundred sixty cases a week needed and twelve from last week are still open. The help is on recovery: the list doesn't bring back the gap. Cody: on pace for ninety-nine percent. Cody's list covers the gap and four from last week are still open. The help is on protection: five big accounts with no visit in two months.

If you do one thing this week, spend a day with Maya. The street worth the most in Monterey Bay is Main Street in Watsonville: Halyard Oyster Bar is there, about nine cases a week to win back.

Your reps are below; open any one for the list they're working.

If you do one thing this week

A day with Maya in Monterey Bay.

Maya's list leaves about 72 cases a week uncovered, the most on the team. The street worth the most there is Main Street in Watsonville: Halyard Oyster Bar, about 9 cases a week to win back, and 7 more stops.

Open Maya’s Spotlight →All 19 patterns →

The team's three goals

1. Cases: 21,200 for the quarter
about 1,090 short
10,648 so far, on pace to finish about 20,100
2. Active placements: 770
21 to add
749 now, 698 at the start of the quarter
3. Velocity: 2.2 cases a week per placement
3% below goal
2.1 over the last four weeks

Also watching: slowing or stopped, 10.8% (29 of 269). The goal is under 10% of accounts, so that’s over the line.

Goals in detail →

Initiatives in your section

Chain compliance
86%goal 95%
Get involveddown from 88% four weeks ago · Maya is furthest off
Core brands on the shelf
80%goal 82%
Worth a lookabout the same as four weeks ago · Maya is furthest off
Draft handles held
75%goal 86%
Get involveddown from 84% four weeks ago · Maya is furthest off
Rep by rep →

Where help counts

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

Your reps

on trackworth a lookget involved
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 55 cases a week if they all come backThe team needs about 169 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. Cormorant Fish House
Shaw Avenue, Fresno · Independent · On-premise · Cody'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 42 days (last order Jul 5).
Weekly buys, last 26 weeks · bought in 19 · 241 cases
Feb 16week of Aug 10
3. Yardarm Beer Garden
Olive Avenue, Fresno · Independent · On-premise · Cody's territory
About 11 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 49 days (last order Jun 28).
Weekly buys, last 26 weeks · bought in 16 · 202 cases
Feb 16week of Aug 10
4. Chaparral Wine & Spirits
Fremont Street, Monterey · Independent · Off-premise · Maya's territory
About 9.6 cases a week · what they usually buy
Stop in and find out what changed
Usually orders every 7 days. Nothing in 50 days (last order Jun 27).
Weekly buys, last 26 weeks · bought in 19 · 182 cases
Feb 16week of Aug 10
5. Halyard Oyster Bar
Main Street, Watsonville · Independent · On-premise · Maya's territory
About 9.2 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 61 days (last order Jun 16).
Weekly buys, last 26 weeks · bought in 16 · 166 cases
Feb 16week of Aug 10
All 30 to win back →

Everything else

Win back30

about 144 cases a week if they all come back

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

Where to hunt78

about 69 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 protecting10

buying about 157 cases a week now

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

Follow up16

about 94 cases a week to win back

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

Plan a day9 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, rep 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 week14 of 42 done

What got done, and what ordered after a visit.

By rep2 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. 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.