Intro / Purpose
• We need to monitor our Sales Margin to make sure it is performing as expected
• Comparing current to prior year is a good way to see what is doing well and what needs further analysis
• Analysis by both Wine Group and Sales Region is important to find opportunities

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

Topics
• Rank Region / Wine Group by current year vs previous year margin, see the YoY difference
• 2 year trend of margin performance by week for Region / Wine Group
• Running total of YTD margin performance compared to previous year by Region / Wine Group

Features
• Parameter to display Sales Region or Wine Group

Sample Questions Answered
• How is our margin comparing to last year?
• What categories are doing well and what need more support?
• Are we currently trending above or below the recent run rate?