Intro / Purpose
• We need a dashboard to show the characteristics of an individual Wine Group
• Need to be able to see detail by individual Wine and Customer
• Important to see monthly results but also yearly trend

Data Used
• Datasource: Sales Transactions
• Key Fields: Date, Wine, Wine Group, Customer, Sales $ Amt, Cost $ Amt

Topics
• Monthly and year to date running total sales and margin performance to prior year
• Sales share of individual Wine Group to total sales
• Detail by Wine and Customer on sales and margin performance
• Plot of individual Wine sales $ vs margin %

Features
• Filter by Wine Group

Sample Questions Answered
• How are we doing with this Wine Group compared to last year? How profitable are they?
• Does this Wine Group make up the desired share of our total sales?
• Are there any Wines or Customers that are doing especially good or bad? Why?
• As we go through the year, are we doing better or worse with this Wine Group? What can we do to improve?