Full inventory management — cases on hand, velocity, months of inventory, AI recommendations, order tracking, and signoff workflow.
Strategic inventory + inbound-landing dashboard. Current position, PO calendar, future position after inbound lands, stockout risk, overstock, and transfer opportunities — across all 4 warehouses.
23-slide inventory analysis presentation with KPIs, warehouse breakdown, wine landing schedule, fastest-moving SKUs, risk alerts, country analysis, and executive summary. Generated daily with real data from SAP.
Every open sales order — today, tomorrow, overdue, and everything on deck. KPIs + pivots by rep/account/brand/state, full line-level detail with inventory context, and a Hoarding Watch that flags stale SOs against each rep's run-rate.
What we've bought from AP invoices — spend by brand, SKU, vendor, and month in USD and EUR, with PO → landed lead times and FX rates.
Sales performance by market, rep, account, brand, and SKU — with date-aligned prior-year comparisons, channel split (Direct-On / Direct-Off / Wholesale), and GP visibility. Replaces stale Salesforce reports.
Forward-looking sales forecast, AR collections, AP outflows from product landings, and the line-of-credit module — bridges revenue to receivables to actual cash. Weekly + monthly view; base / conservative / aggressive scenarios.
Team rollup of rep activity — visits, accounts covered, SKUs shown, sample-to-sale conversion, overdue follow-ups, and priority-SKU coverage gaps across your reps.
Replaces the MASTER PRICING MODEL spreadsheet. Country → Brand → SKU navigator, full cost waterfall, overrides with audit trail, versioned assumptions, vintage rollover, and published-price snapshots.
US import tariff history for wine & spirits, by country and category. Data source that powers Pricing v2's historical LIC — updates here flow into the engine. Reference for Airbus, IEEPA, and Section 122 regimes.
Per-brand intelligence — sales dashboards, 50-state distribution, leads, inventory, pricing records, collateral, supplier budget, and travel & events. Live Monday.com integration.
Field intelligence by brand — how often each brand and SKU is being shown, who's sampling it vs. who isn't, rep-level breakdown, and conversion from sample to sale.
Per-distributor intelligence — brand status, sales, leads, national accounts, relationship CRM, collateral, and travel & events. Coming in Sprint 2.
Shipping report with KPIs, rep performance, brand analysis, inventory risks, and strategic takeaways.
Daily sales analysis with AI executive brief — top movers, trending products, rep performance, market insights, and marketing/OCM funds.
Pull latest data from Salesforce — products, inventory, orders, invoices. Takes 2-3 minutes.
Upload the SAP GL 4002 full-year export to update the marketing fund (PC/PU) revenue adjustment. Drop the file or click to browse.