PART OF A HOW TO GUIDE SERIES FOR ADULT BEVERAGE DISTRIBUTORS

HOW ADULT BEVERAGE DISTRIBUTORS CAN USE THEIR MARKETING DATA TO GAIN A TACTICAL ADVANTAGE 5 useful dashboards and 3 helpful reports for your incentive team PART OF A HOW TO GUIDE SERIES FOR ADULT BEVERAGE DISTRIBUTORS

CONTENTS Contents INTRODUCTION __________________________________________________________________________________________________ 3 Who we are What is Vineforce CHAPTER 1 _____________________________________________________________________________________________________ 5 Getting Started with Reports and Dashboards CHAPTER 2 _____________________________________________________________________________________________________ 8 The Importance of Reports and Dashboards CHAPTER 3 _____________________________________________________________________________________________________ 11 Types of Reports CHAPTER 4 _____________________________________________________________________________________________________ 16 Types of Dashboards CONCLUSION ___________________________________________________________________________________________________ 24

INTRODUCTION WHO WE ARE Our software currently powers incentives for over 2000 sales reps , processes over $20 million+ in chargeback and commissions annually. • Founded in 2012 as BrightPath Software, Inc., an enterprise software developer. • 2013 – Built the first incentive system for the nation’s largest adult beverage distributor. • Spent 5 years immersing ourselves in the incentive world in order to build and perfect this incentive system for them. • 2017 – Started working on an advanced cloud version called Vineforce. • 2018 – Renamed company Vineforce to focus exclusively on building the best incentive-management tool possible. • Vineforce is comprised of a team of over 30 people located in India, Pakistan, Philippines and Florida. • Our largest customer is Southern Glazers Wine and Spirit. INTRODUCTION|3

INTRODUCTION WHAT IS VINEFORCE? • Vineforce is a software service designed specifically for adult beverage distributors to manage supplier incentives. • Features are rolled out monthly and quarterly at no extra cost • Access everything via a web browser on your laptop or tablet • Fast comprehensive support via email, live chat, and FAQs at no extra charge INTRODUCTION|4

CHAPTER 1 GETTING STARTED WITH REPORTS AND DASHBOARDS

In our previous guide, we discussed how to maximize supplier alignment by simplifying your incentive workflow. Simplifying your workflow enables you to gather valuable marketing data. This, however, is only the first step towards improving the effectiveness of your marketing strategy. In this presentation, we discuss the next steps needed to achieve market superiority: actionable business intelligence through visualization of data as reports and dashboards. CHAPTER 1| 6

VS DASHBOARDS REPORTS Dashboards are data-visualization tools that can be customized and tailored to display specific metrics, data and KPIs. Usually, these tools are dynamic and live, so data is being updated in real time and visuals can show changes from minute to minute. More importantly, dashboards should answer questions you would ask your data. Reports are static, shareable documents that contain data in text and table format at a particular instant in time. Additionally, they feature data that is already cleaned, sorted and parsed. CHAPTER 1| 7

CHAPTER 2 THE IMPORTANCE OF REPORTS AND DASHBOARDS

THE IMPORTANCE OF REPORTS AND DASHBOARDS Provide actionable insights for internal teams and external supplier partners. Provide a fast, easily digested delivery mechanism for KPIs across the organization. Provide a shareable tactical resource for supplier partners. CHAPTER 2| 9

BELOW, VINEFORCE APP SHOWING DIFFERENT TYPES OF REPORTS Overview Reports shown are based on feedback received while working with sales and marketing teams that manage incentives for thousands of adult beverage suppliers. CHAPTER 2| 10

CHAPTER 3 TYPES OF REPORTS

LET’S TAKE A LOOK AT 3 REPORTS THAT ALL INCENTIVE TEAMS SHOULD HAVE IN THEIR TOOLKIT

MANAGEMENT REPORTS PROVIDE STAKEHOLDERS WITH A DETAILED VIEW OF ANY SALES INCENTIVE In generating this report, users should be able to filter by various criteria, such as supplier, status, brand manager, etc. to distribute bulk reports internally or to specific suppliers. CHAPTER 3| 13

CHARGEBACK REPORTS ARE ESSENTIAL TO PROPERLY BILL YOUR SUPPLIERS They contain all the essential details required to generate a bill along with documentation required by the suppliers to process distributor invoices, such as supplier rep name, supplier rep number, PO, salespeople paid, etc. CHAPTER 3| 14

PAYROLL REPORTS PROVIDE A COMPREHENSIVE VIEW OF INCENTIVE COMMISSIONS PAID TO YOUR SALES & MARKETING TEAMS Contain a list of all payments processed with their associated programs, suppliers, GL accounts, cost centers, etc. CHAPTER 3| 15

CHAPTER 4 TYPES OF DASHBOARDS

NOW, DISCOVER 5 USEFUL DASHBOARDS THAT HELP YOU ANSWER KEY QUESTIONS USING DATA

BELOW ARE SOME OF THE DIFFERENT USEFUL, AGILE DASHBOARDS Dashboards show real-time data and display different types of analysis for any year range. CHAPTER 4| 18

SUMMARY TILES Summary tiles provide a numerical summary of key pieces of data. We use the screenshot to answer some of the following questions: How many incentives are in a certain status currently? How much has been paid out or charged back during a particular period? CHAPTER 4| 19

FOR SUPPLIER PERFORMANCE ANALYSIS  When it comes to suppliers, the following are some questions your dashboards should answer: How much have you paid out for each supplier? How much of that payout was I able to charge back? CHAPTER 4| 20

FOR PRODUCTIVITY & TREND ANALYSIS  To understand the productivity of your incentive team as well as the overall incentive trends, it is essential to know: How many incentives did we write last month or in the previous 6 months? What was the total payout for those months? What were the average or total payouts for a specific supplier for those periods? CHAPTER 4| 21

FOR COMPENSATION TYPE ANALYSIS  Since there are different types of incentives, understanding the types of incentives you’re writing most can help in supplier negotiations. This knowledge can also provide great insights to your internal stakeholders. It could help with questions such as: Which supplier is sponsoring the most trips? CHAPTER 4| 22

FOR PROGRAM TYPE ANALYSIS  Your marketing team constantly runs different types of programs, such as Displays, Distribution, Authorized/Ad, etc. This dashboard provides insights into what is being paid out for each program type. CHAPTER 4| 23

OTHER CONSIDERATIONS All reports and dashboards should be secured so that only people who are authorized can see specific data sets. We recommend two types of permissions: Mine Only: users with this permission will only be able to view data in dashboards for incentives that they create or approve, or for incentives shared with their team. ALL: Users with this permission will be able to see data for all incentives within their product/selling division within their assigned state/market. CONCLUSION| 24

WANT TO SEE IT IN ACTION? BOOK A DEMO AT: www.vineforce.com OTHER WAYS TO CONNECT SALES TEAM: connect@vineforce.com

PART OF A HOW TO GUIDE SERIES FOR ADULT BEVERAGE DISTRIBUTORS