Wine & Spirits Dashboard | Kohler Distributing

Date range

From month

To month

Compare with

Rep

Premise

How to read this — cases only, and everything follows the date range above

Pick any range of months and the whole dashboard recalculates for it, next to a comparable prior period. Volume is measured in cases everywhere: the Encompass exports measure volume in a selling size that differs by item (a bottle for some items, a full case for others), and every figure is converted to cases at the product level before anything is added up. The account file is monthly, so ranges snap to whole months. Distribution is measured as buying accounts in the range against the same number of months a year earlier — never a partial period against a full one. Margins are realized figures (case price minus laid-in cost, weighted by cases actually sold) from real invoice transactions; rows carrying no price at all are load-sheet movements rather than sales and are excluded.

Cases by Month

Brand Families

Cases and buying accounts in the selected range, against the comparison period.

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Realized Margin by Brand Family

Distribution — Buying Accounts

What do these columns mean?

Buyers: Distinct accounts that bought at least one case inside the selected range.
Comparison: The same count over the comparison period set above — same number of months, never a partial vs a full period.
Gained / Lost: Accounts buying in the range that weren't buying in the comparison period, and vice versa. Tap a row to see them by name.
90-Day Buyers: Distinct accounts buying in the last 3 months of the selected range — the closest the monthly source data gets to a rolling 90 days.
Cases: Case volume in the range. Nothing here is counted in bottles or eaches.

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Rep Performance & Account Activation

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Account Detail — Cases, Status & SKUs

Tap any account to open the items it actually bought in the range, against the comparison period.

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Brand Performance

Every brand in the selected range. Tap a row for the accounts gained and lost.

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Realized Margins by Item — per Case

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Performance by City

Activation and account velocity by city in the selected range, split on- vs off-premise.

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Rep × Brand Family — Who's Missing What

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Par Level by Brand Family

Par = the average number of buying accounts per rep for that family in this range, company-wide. Below par is a placement opportunity.

Brand & Item Report Card

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How the report card is calculated

Opportunity Tracker

Where distribution could reasonably be added — measured against the accounts that are actually eligible to buy, never against a target. There are no company goals in this dashboard. Nothing here is an approved objective.

Recommended accounts

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What qualifies an account — and what this cannot see

Lost Placements by Rep

Lost Placement Detail

Account × item pairs that ordered earlier in the window but nothing in the trailing 60 days before the end of your range.

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At-Risk Accounts

Lapsed Accounts

Bought before the selected range, nothing inside it.