Intro / Purpose
• We need a dashboard to quickly show our sales performance based on different metrics
• Need to be able to see how we are performing based on different business segments
• Important to understand performance to individual periods and trends over time

Data Used
• Datasource: Taproom and Wholesale Sales Transactions
• Key Fields: Date, Source, Container, Beer Type, Customer Type, Sales, Margin, Volume

Topics
• Sales, Margin, Volume KPI performance to a prior period
• Trending of each metric over time with comparison periods highlighted
• Each segment’s performance to prior periods

Features
• Choose Current and Comparison Periods
• Visuals are filterable

Sample Questions Answered
• How are we currently doing compared to prior periods? Is it a trend or short-term blip?
• How is the performance of each business segment? Is anything unexpected that we should focus on?
• Based on recent trends, what should we look forward to in future periods?