WMOS — Wine MGMT Operating System

★ Anchor Brands

Brand	Goal	Sales	%	Projected

🔥 Hot Button

Wines to lead with this week. Red tags show how far the brand is from its 70% bucket.

📅 Weekly Plan

Your stops for the week. Click ✓ when done.

Account	Action

📂 Ongoing Programs

Active PODs

📢 Campaign Creation Center

From the opportunity board

One click builds a kit for a NOW / NEXT opportunity: matched wines, your real sell sheets and shelf talkers, and a buyer email.

Lyn's Strategic Directive

Lyn

📂 Goal Updates

Daily update

Drop today's Quad Worksheet. Every goal, brand gap, payout and the calendar refresh in one step.

Tip: you can drop the .xlsx anywhere on the page.

On-Premise

Watersound Hospitality Network

Buyer: Chef Christian (Quarterly)

Opportunity Score

88

Relationship Status

Preferred Partner

Growth Potential

High

Account Dynamics

Buyer N/A

Territory / Sub-territory N/A

Relationship Status N/A

Style N/A

Growth Potential High

Current Placements (PODs) 6 Active

Active Opportunities

Contacts

Visit log

Notes

Buyer Intel

Main Buyer

Chef Christian

Buying Style / Preferences

Prefers premium estate wines, highly margin-driven.

Best Time to Pitch

Tuesday afternoons, 2:00 PM - 4:00 PM

Territory Needs Analysis

Current Gaps

Future Requirements

Curated Portfolio Recommendations

Wine Name	Varietal/APP	Fit Score	Goal Category	Actions

Opportunity Timeline & Milestones

Lyn's Key Advisory for this Account

Lyn

Situation

Actionable Advice

Historical Context

Territory opportunity board. Drag cards between columns. Click a confidence number to override it.

Current 0

Short-Term 0

Long-Term 0

Archive 0 closed and cold opportunities

Pace & Payout

Brand-Level Goal Gaps

Every brand line under 100%, sorted by distance to the 70% payout bucket. Sales deltas show movement since your previous upload.

Brand	Goal	Sales	To Goal	% To Goal	To 70%	Projected	Payout

Recovery Actions

Computed from the sheet: which brands close the most payout for the least volume.

Sections & Top Line

How the sheet pays

Top line pays at 70% and again at 100% of goal.
Each brand line pays its section's bucket once it reaches 70% (paid pro-rata by % to goal).
Upload the Quad Worksheet daily; the app keeps a snapshot per upload so you can see what moved.

Ongoing Programs

Track long-term territory focus initiatives and POD goals.

Program Name	Focus Wines	Current PODs	POD Goal	Progress	Actions

Campaign Configurator

Select Target Account

Selected Wines

Creative Style Profile

Output Asset Type

Suggested Pricing

Preview mode

Screen preview: quick look, no trim marks.

Campaign Kit

Pick the account and wines, then click Build Campaign Kit. You get an account-branded asset to preview or export, plus the matching sell sheets and shelf talkers from your Drive.

Saved Kits

Every kit you build is kept here (in this browser). Reopen to tweak or re-export.

Account	Asset	Wines	Date	Count	Actions
No kits built yet.

Collateral Library

Your sell sheets, shelf talkers and programs on Google Drive. Edit data/collateral.js to add files.

Wine Portfolio Catalog

Wine Name	Brand	Varietal / Appellation	Goal Category

Showing 1-10 of 100 wines

← Prev Next →

Select a Wine

Select any wine from the portfolio table on the left to reveal target Account Fit Scores and pairing logic.

Wine list in

Drop photos or screenshots of the account's list (all pages at once is fine), take pictures one page at a time, or paste the text. Reading happens in your browser; nothing is sent anywhere.

Drop one or more images here, browse, or paste a screenshot (Ctrl+V)

📷 Take a picture Each picture adds a page.

List text (from the photo, or paste it)

Account

Include grocery-store wines in swaps and additions Include Wine Spectator award readiness

The analysis appears here: the shape of the list, what's missing, Jackson Family swaps at their price points, and (optionally) how close the list is to a Wine Spectator award.

Rep profile & pricing

Used on every generated asset and in the pour-cost math.

Your name

Title

Pours per bottle

On-premise bottle

Off-premise shelf

Price basis for sheets & margins

Links

A&E reps site

Drive folder — sell sheets

Drive folder — shelf talkers

Appearance

Pick a palette. The sun / moon switch in the top bar flips it between its light and dark half. Sell sheets, shelf talkers and tasting mats always print in the original bordeaux and gold.

Wine list & prices

or drop the workbook anywhere on the page

Matches wines by name, keeps their links and Hot Button entries, updates prices and case packs, adds new wines and marks missing ones discontinued. To bake an update into the files, run update_wine_prices.py.

Florida inventory

or drop it anywhere on the page

Kits and the wine picker then show what's in stock, what's low, and what's on order.

Data & backups

Everything you change in the app (notes, plans, kits, uploaded goals, account edits) lives in this browser. Export a backup before switching computers or clearing the browser.

Where things live

data/accounts.js — account profiles (or edit in the app)
data/wines.js — the portfolio and wholesale prices
data/collateral.js — Drive links for sell sheets & shelf talkers
data/opportunities.js — opportunity board cards
data/planner.js — relationship windows, hot-button defaults
data/wwld.js — playbook scenarios
data/goals-seed.js — starting goals (replaced by each upload)

Territory Calendar & Tastings

Active scheduled events, winemaker dinners, and staff trainings.

June 2026

Adjust Confidence & Note

Wine Account Fit

Add Account Note

Log a sale you know is coming

Contact

Log a visit

Edit prices on this sheet

New Opportunity Card

Edit Account Information

Modify Hot Button Wines

Add Ongoing Program