Intro / Purpose
• We need a quick way to see our margins by Account Type
• Need to be able to see how margin compares by Account Type and across the top customers in each
• Important to highlight total margin but also see recent trends

Data Used
• Datasource: Consolidated demand
• Key Fields: Date, Customer, Customer Group, Package, Sales, Cost

Topics
• High level performance and trending for Sales and Margin %
• Ranking of account type by margin with trending over time
• Break down of margin % by can and keg
• Detail on top 2 customer in each category

Features
• Filter on timeframe

Sample Questions Answered
• What is our margin performance and trend by Account Type? What is getting better or worse?
• How do they compare for keg vs can? Anything stand out that we should go action?
• How do the main two customers compare for each Account Type? Any additional action we should take?