IDEAS PORTAL
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Split the Sales Analysis tool into two workbooks, one focused on ATP
The split would put the Available Stock, Supply, and Demand sheets into their own workbook. I'll call this "ATP" workbook from now on. The Item Sales, Customer Sales and other sheets would remain in the original workbook. the Sales Analysis tool ...0 Future consideration
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What if cost scenario tool for new brands
I would really like to know what this new brand would cost in various package types. I'd like to add a recipe, some basic volume information and package types then see what it would per case / keg etc. Maybe allow me to add things like foils etc a...
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Future consideration
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Goals feed into Budget
When creating a budget, I have to calculate Revenue and COGS per SKU on the spreadsheet. These are based on monthly sales forecast or Goals in OBeer. Could Goals be linked to populate Revenue and COGS from input data?4 Future consideration
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In the Item Sales Analysis - add to the drop down menus Group By Date.
Most sales orders and deliveries are grouped in numerical order by the order #. It would be helpful if they could be sorted by chronological order.2 Needs review
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Indented Costed BoM for versions of an item
Currently, Indented Costed BoM only shows the default version of an item. If I wanted to see the cost difference between versions of wort, I would need to go to the Bill of Materials, change the default version and check the Indented Costed BoM ag...0 Needs review
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Margin Analysis Report
It would be really awesome to have a tool that would let me analyze my margins by SKU Brand Package Location (Tap Room) This can be captured by looking at the revenue by item and then have a couple of options for costs. Generic bucke...
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Needs review
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Expense Analysis Tool
I would like an excel tool to slice and dice my expense transactions. So it's a excel based "analysis" tool (not adv analytics), and it pulls all the transactions that hit an expense account. It has tabs for different views you'd want (by GL, by B...
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Future consideration
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Toggle between Segments in future OBeer Dashboards
While attending the Craft Brewers Conference, I had the opportunity to demo the dashboards that are planned to release late this Summer. I saw a lot of potential for gaining quick access and visuals to common metrics that I currently calculate ma...0 Future consideration
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More time period options for comparing sales data
It would be useful to be able to use the Item Sales Analysis report to compare sales week over week or month over month. Ideally, users can select the total period of time they want to review and then set the frequency (every week, every two weeks...0 Needs review
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Advanced Analytics to contain common distillery metrics
I would like to see AA in O Spirits to contain Proof Gallons on the UoM options. This would help track production through out the year.0 Likely to Implement