Helping a US-based global premium spirits company transform fragmented sales and restaurant data into a mobile-first intelligence dashboard for smarter territory planning and higher-converting field sales activity.
The client is a global beverage enterprise based in the United States, known for managing and marketing world-renowned spirits brands including Jose Cuervo, Proper No. Twelve, and Kraken Rum. With a nationwide field team and a growing brand portfolio, the company operates in a fast-moving market where regional visibility, customer potential, and territory dynamics directly influence sales performance.
As the restaurant network expanded, field teams needed a faster way to identify which accounts were worth prioritizing. Internal sales data, location insights, prospect notes, and restaurant-level information existed, but they were scattered across static files, manual reports, and disconnected workflows.
The challenge was helping sales reps focus their time on the right accounts.
Field representatives were spending too much time preparing for outreach, checking multiple sources, and manually evaluating lead quality before making territory decisions. This slowed down daily execution and made it harder to respond to shifting on-premise opportunities.
Without a unified customer intelligence layer, reps lacked a consistent way to understand account potential, repeat value, whitespace, or local market density. Valuable sales opportunities were often hidden inside disconnected datasets, limiting conversion rates and reducing the efficiency of territory coverage.
The goal was to create a mobile-first sales intelligence dashboard that combined internal sales performance with external restaurant data, helping field teams prioritize outreach with more speed, context, and confidence.
We built a unified sales intelligence platform for territory-focused decision-making.
The solution brought internal sales data together with Google-powered restaurant information inside an interactive dashboard designed around the real needs of field teams. Instead of forcing reps to interpret static reports, the platform presented customer profiles, market signals, and territory-level opportunities in one clean interface.
The dashboard helped reps quickly understand which restaurants had stronger potential, where existing relationships could be expanded, and which areas showed untapped opportunity. This created a more practical operating layer for daily sales planning and account prioritization.
The interface was optimized for mobile field use, not just desktop reporting.
Because sales reps needed insights while moving between accounts, the dashboard was designed for tablets and smartphones from the beginning. Key views, maps, filters, and customer profiles were structured to be accessible during field visits, route planning, and quick decision moments.
Advanced filters and calculated metrics were added to highlight prospect potential, repeat value, and whitespace across high-density restaurant markets. This gave teams a clearer way to compare accounts, sharpen targeting, and focus outreach on the opportunities most likely to convert.
Combined internal sales data with external restaurant intelligence
Built an interactive dashboard optimized for territory planning
Added advanced filters for prospect potential, repeat value, and whitespace
Designed mobile-first views for tablets and smartphones
Increased target conversion accuracy by 23%
Saved 3.4 hours per rep each week
Supported 17% growth in key market sales volume
The result was a faster and more focused field sales operation.
The final dashboard gave sales representatives instant access to integrated customer and territory data, reducing preparation time and improving the quality of account prioritization. Reps could focus on higher-probability leads, cover territories more effectively, and make smarter decisions in the field.
By connecting internal performance data with real-world restaurant intelligence, the platform helped the company turn scattered sales information into a practical system for sharper targeting, stronger close rates, and measurable growth in key markets.
The value of the dashboard was not only in organizing sales data, but in helping field teams know where to go, who to prioritize, and why each opportunity mattered.
More works.
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