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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.
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.
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.
What the field team is actually doing — account coverage, wines and spirits being shown, sample conversion, portfolio breadth, and buyer feedback. Drill by rep, brand, SKU, or custom date range.
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.
Shipping report with KPIs, rep performance, brand analysis, inventory risks, and strategic takeaways.
Inventory meeting presentation with warehouse breakdowns, velocity charts, and stock status. Generate on-demand — takes ~1 minute.
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.