Connected POC Dashboard User Guide

Key Account View

July 2018
Version History

Version Date Author Reviewer Change

Description
1.0 21/07/2018 Daniel Krohn Sagi Zeberger First release
 Introduction

Contents
Introduction ............................................................................................................................ 4
Key Pages ....................................................................................................................... 4
Login / First-Time Access ...................................................................................................... 5
Filters........................................................................................................................................ 6
Time Period ................................................................................................................... 6
Compare With ............................................................................................................... 8
Managers...................................................................................................................... 10
POCs ............................................................................................................................. 10
Channel ........................................................................................................................ 12
Venue Mode ................................................................................................................ 12
Constant POC .............................................................................................................. 13
Dashboard Main View......................................................................................................... 14
Revenue and Locations .............................................................................................. 15
4.1.1 Total Revenue ..................................................................................................... 15
4.1.2 Locations .............................................................................................................. 15
4.1.3 Revenue Trend .................................................................................................... 15
4.1.4 Share of Revenue ................................................................................................ 16
Transaction Volume/Spend ....................................................................................... 16
4.2.1 Number of Transactions .................................................................................... 16
4.2.2 Average Check Size ............................................................................................ 17
Category Breakout ...................................................................................................... 17
4.3.1 Share of Revenue ................................................................................................ 17
4.3.2 Penetration % ...................................................................................................... 18
4.3.3 Average Spend Per Order ................................................................................. 18
Locations View ..................................................................................................................... 19
POC-by-POC Breakout .............................................................................................. 20
Beer View .............................................................................................................................. 21
Filter .............................................................................................................................. 22
Key Figures .................................................................................................................. 22
Beer Volume/Revenue by Style and Brand ............................................................. 23
Support Contact Information ............................................................................................. 24

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 Introduction

Introduction
The Connected POC Dashboard can be accessed here.

The Weissbeerger Connected POC Dashboard is a web application that provides access to
different metrics and calculations of connected POCs on an aggregative and single-account
level. It can be used to query different hierarchies of information (e.g. country, region and
POCs).

Note
Within this document, there are links to other sections within the document. These links are
notated by being underlined and in blue.

Key Pages
The Connected POC Dashboard has three main pages:

▪ Dashboard Main View

o Provides a snapshot of all key metrics at an aggregate or POC level.
▪ Location View
o Provides details on best performing POCs across key metrics as well as POC-by-
POC performance across key metrics.
▪ Beer View
o Provides an overview of volume and revenue splits by beer style and brand. It
can be filtered for a selected group of POCs.

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 Login / First-Time Access

Login / First-Time Access

Use the login details emailed to you earlier by Weissbeerger to log in and access the
Connected POC Dashboard. If you are unable to login, please email
[email protected].

When you log in, you are brought to the dashboard. In the upper right-hand corner you
can see your user identity as well as logout of the Connected POC Dashboard.

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 Filters

Filters
Filters allow you to screen what is shown in all three Dashboard views; when you move
between the Dashboard, Locations and Beer tabs, your filters will remain saved.

Note
As of now, Venue Mode and Channel are only applicable to Australia due to the method in
which they structure their POCs; this may apply to other zones in the future. Though as of
now all users see these filters, if a non-Australia user adjusts either of these dashboard
settings, no metrics will be affected.

When you update a setting or filter, make sure to click the button to update the
dashboard with the new metrics or the changes will not apply.

Time Period
To start, select a time period for which you would like to view segment or bar data.
Clicking on Time period allows you to screen the data shown for the last week, a 4-week
period (see below for explanation), last month, last year, or you can choose custom start
and end dates.

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 Filters

4-week period

Choosing 4-week period opens a dropdown list with a set of pre-defined 4-week periods.
There is also a custom period selection which open a calendar and allows you to select any
four consecutive weeks to show data for. When you click on a date, the four weeks prior
are selected, as shown below.

If you select a 4-week period, the dashboard will appear as shown below; from here, you
can select a week to display by clicking on the date range below the graph.

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 Filters

Custom

Choosing Custom will open a calendar to select the date range. The first click will be the
start date and the second will be the end date.

Compare With
Next, you will choose a time period to compare the initial period with - for instance, you
may want to compare two consecutive months or weeks. The two periods do not have to
be consecutive or the same amount of time. You have the option to compare data from the
designated time period with data from the previous period or last year. For example, if
you selected April 2018 as the Time period, this person could then choose either Last Year
(April 2017) or Previous Period (March 2018). The relevant previous period being shown
will be listed in the dashboard.

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 Filters

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 Filters

Managers
Using Managers, you can isolate your search to POCs that are overseen by individual
regional managers, regional sales leads, or district sales managers. This filter is only
relevant for very large Connected POCs.

POCs
The POC list is invaluable when it comes to pulling up data for the POCs that are relevant
to your search and filtering out those that are not.

By clicking on POCs, a POC list is opened that allows you to see which POCs are included
in the filter. You can then search for, select and deselect POCs.

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 Filters

POCs can be searched for in the search bar at the top of the POC list. You can select all
POCs by checking the box in the top row at the left. POCs can also be sorted by city,
state/region and ID.

Note
This field searches by keyword, meaning that if you were to search for “London,” POCS with
the name London and POCs in the city London (in Canada in this example) will both show up.
This is illustrated in the screenshot above.

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 Filters

Channel

As mentioned at the beginning of this section, as of now Channel is only applicable to

Australia, but this may apply to other zones in the future. Though all users currently see this
filter, if a non-Australia user adjusts this dashboard setting, no metrics will be affected.

If you have any bottle shops (also referred to as off-premise serving areas, where
customers buy alcohol to be consumed off-premise), you can choose to show only these
serving areas by choosing On-Premise from the dropdown. Conversely, to filter out bottle
shops and show only on-premise serving areas, choose Off-Premise from the dropdown.
To show both types, click Both.

Venue Mode

Note
As mentioned at the beginning of this section, as of now Venue Mode is only applicable to
Australia, but this may apply to other zones in the future. Though all users currently see this
filter, if a non-Australia user adjusts this dashboard setting, no metrics will be affected.

If any of your POCs are part of a multi-bar venue, turning Venue Mode on (less granular)
aggregates all serving areas into one figure; if venue mode is off (more granular), you can
see individual data for each serving area. In this mode, you can filter by serving area from
within the POCs list.

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 Filters

Constant POC
Constant POC is used to ensure that the two comparison periods in the Time Period filter
are comparing a relatively equal numbers of business days. When Constant POC is turned
, POCs that do not have data for at least 90% for both the initial and the latter
period are filtered out. For instance, if your initial time period is January 1 – February 1, a
POC that was added to Beverage Analytic on January 25th would be excluded from both
time periods because that is only 7 out of 31 days, less than 90% of the total period of
comparison.

When Constant POC is on, the locations counter displays the number of POCs included
out of the total POCs.

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 Dashboard Main View

Dashboard Main View

Below is the Dashboard Main View, which shows an overview of the Connected POC’s
financial and operational metrics at an aggregate or POC level.

4.1 Revenue
and Locations

4.2 Transaction
Volume/Spend

4.3 Category
Breakout

Note
All monetary figures shown in the Connected POC Dashboard are in local currency and are
exclusive of tax and service.

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 Dashboard Main View

Revenue and Locations

Area Description

1 3.2.1 Total Revenue

2 3.2.2 Locations

3 3.2.3 Revenue Trend

4 3.2.4 Share of Revenue

4.1.1 Total Revenue

Shows the revenue for the selected POCs over the timeframe referenced in the upper-left
hand corner. Below the revenue figure is the % change versus the earlier reference period,
such as last period.

4.1.2 Locations
If Constant POC is turned on, this represents the number of locations shown out of the
number of locations available to be viewed. For example, in the dashboard picture above,
36 of the Connected POC’s 85 POCs are shown.

4.1.3 Revenue Trend

Compares like-for-like revenue by day, by week or by month. You can change the viewing

period by clicking the dropdown menu right of Revenue Trend and selecting
the relevant viewing period. On hovering over the bars with the mouse cursor, you will
see the revenue figure and growth over the previous period.

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 Dashboard Main View

4.1.4 Share of Revenue

Shows the share of revenue for the selected POCs from food, beer, sprits, wine, non-
alcoholic beverages, and other as a % of total revenue.

Transaction Volume/Spend

Area Description

1 3.3.1 No of Transactions

2 3.3.2 Avg. Spend Per Order

4.2.1 Number of Transactions

The number of transactions section shows the number of orders placed by customers. For
example, a customer ordering two beers and one pizza would count as one transaction.
The percentage figure beneath each transaction figure compares the volume change versus
the chosen previous period, such as LY (last year).

The chart to the right shows the change in the number of transactions over time for all
transactions. The dropdown menu in the upper-right allows you to change the chart to
“By day,” “By Week,” and “By Month.”

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 Dashboard Main View

4.2.2 Average Check Size

The average check size section shows the average check size for all of the transactions
displayed. The order can include food, beverages, and other items available for purchase
at the POC.

The percentage figure – in green or red - beneath the average check size compares the
spend change versus the previous period, such as LY (last year).

The chart to the right shows the change in the average spend per order over time for all
transactions (blue line). The dropdown menu in the upper-right allows you to change the
chart to “By day,” “By Week,” and “By Month,” On hovering over the line chart, you will
see average spend per order.

Category Breakout

Area Description

1 3.4.1 Share of Revenue

2 3.4.2 Penetration %

3 3.4.3 Avg. Spend Per Order

4.3.1 Share of Revenue

Shows the % of total revenue that is attributable to each of the categories: food, beer,
sprits, wine, non-alcoholic beverages, and other items. To the right of the share of revenue
is the % change versus the previous period, such as LY (last year). Further to the right is
the trend line showing how this has changed over the last 6 months.

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 Dashboard Main View

4.3.2 Penetration %
Shows the % of orders that feature an item from a particular category. For example, if 38 of
100 orders include at least one food item, 38% would be the given percentage figure. To
the right of the penetration % is the %change in penetration versus the previous period.
Further to the right is the trend line showing how this has changed over the last 6 months.

4.3.3 Average Spend Per Order

The average spend per order section shows the average value of the orders that include at
least one of the items specified. For example, an order consisting of two beers and a burger
could count as both a food and beer order. The order can include food, beverages, and
other items available for purchase at the POC.

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 Locations View

Locations View
The locations view is useful for identifying the best performing locations across key
financial metrics like total revenue, number of checks, average check size, alcohol share of
revenue, food share of revenue and beer share of revenue. It is also possible to screen
individual POCs for this data.

Area Description

1 For each best performing POC, this section lists total revenue, # of checks and alcohol/food share
of revenue. It also compares the figures versus the previous period for this POC. Best performing
POCs are measured as follows:
Total revenue - Largest increase in total revenue between the selected time period and
comparison time period
Number of checks - Largest increase in number of checks
Avg. check size - Largest increase in avg. check size
Alcohol SOR - Largest increase in alcohol share of revenue
Food SOR - Largest increase in food share of revenue
Beer SOR - Largest increase in beer share of revenue

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 Locations View

2 Locations - allows you to search for POCs by name and see relevant details for each as outlined
below. You can select between share of revenue or penetration % for alcohol and food

3 POC-by-POC details including ID, address, total revenue, # of checks, average check size, alcohol
share of total revenue (or penetration %), food share of total revenue (or penetration %) and
corresponding growth figures over the same period last year

4 Map view – Shows the locations of the POCs shown in POC details. If you hover your mouse on a
POC in POC details, the map will center on this location.

POC-by-POC Breakout
You can click on each POC to find a further breakout of revenue split by food, beer, spirits,
wine, non-alcoholic beverages and others. This breakdown is identical to that in the
Dashboard category breakout, only on the POC level, giving you much more granular
data. This shows revenue over the designated period. To the right of each amount, the %
growth over the last year is shown.

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 Beer View

Beer View
The beer view is useful for identifying volume and revenue split by beer style and brand.
It is also possible to screen individual POCs for this data.

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 Beer View

Filter
In addition to the filters available in the top row, there are three more filtering options
provided in Beer View.

Area Description

1 Beer Segment - Allows you to select between showing beer by segment, such as
imported, craft, cider, etc.

2 Beer Style - Allows you to select based on beer style: lager, stout, IPA, cider,
amongst others.

3 Beer Brand - Allows you to screen by brand.

Key Figures

Area Description

1 Total volume (in your local unit of measurement), growth over previous period
below
2 Total revenue, growth over previous period below

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 Beer View

Beer Volume/Revenue by Style and Brand

Area Description

1 Beer Style (Lager, IPA, Cider, Stout, Other). Click on the Beer
Style to see the Individual brands for each beer style

2 Share of Beer Volume shows the % of total beer volume

attributable to a given beer style. The share of beer volume for
the individual brands is shown as a % of the total for the beer
style. % change versus last period is also shown

3 Category Volume Change is the change in the volume of a

particular beer style or brand across the selected POCs vs. LP

4 Share of Beer Revenue shows the % of total beer revenue

attributable to a given Beer Style. The share of beer revenue for
the individual brands is as a % of the total for the Beer Style. %
change versus last period is also shown

5 Category Revenue Change is the change in the revenue of a

particular beer style or brand across the selected POCs vs. LP

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 Support Contact Information

Support Contact Information

In the event that you should have any issues with the Connect POC Dashboard, or simply
have any inquiries, please don’t hesitate to contact us.

Email our support team at:

[email protected]

Phone support is available 24/6, with no agents available from 6A.M. Saturday until 6A.M.
Sunday (UTC Time).

Support numbers:

USA Canada UK Australia France

+1 8889270499 +1 8884415184 +44 8001700578 +61 1800940977 +33 805086608

Argentina South Korea China Ireland Belgium

+54 8003454328 +82 808221338 +86 4006336428 +353 1800817522 +32 80026544

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