With the Marketing, Sales and Portfolio Management workbook of the Oregon Wine Profit Planner, your product portfolio and sales channel mix are combined with your sales and marketing budget decisions – including personnel – to forecast your bottom line.

1. PROFIT PLANNER WEBINAR:
Marketing, Sales & Portfolio Management
Workbook
November 29, 2018

2. HOUSEKEEPING
All attendees are on mute
To ask a question use your question tool in the task bar
We will answer questions as they come up but there will also be time at
the end for Q&A
The webinar slide show and a recording of the presentation will be
available to view or share on our website at: industry.oregonwine.org
Follow-up email: survey, link to webinar and other documents

3. AGENDA FOR TODAY
• Oregon Wine Profit Planner overview
• Marketing, Sales & Portfolio Management
Workbook tutorial
• Developing and saving your workbooks
• Case Study of a small Oregon wine brand
• Summary
• How to access
• Available resources
• Q & A session
Tim Hanni MW
Wine Industry Disrupter & Educator

4. OREGON WINE PROFIT PLANNER
OVERVIEW
Web-based financial planning tool developed for the Oregon
wine industry, by the Oregon wine industry
Explores financial implications of decisions across the key areas
of vineyard and winery business management
Includes four workbooks:
• Vineyard P&L and Cash Flow
• Winery Cost of Goods
• Tasting Room Profitability
• Marketing, Sale & Portfolio Management

5. BENEFITS OF THE OREGON WINE PROFIT
PLANNER
1. Enables vineyard, winery and sales channel planning that
stimulates financial success across the whole business
2. Empowers small Oregon vineyards and winery teams to
make better-informed business decisions
3. Engages entire teams to increase profitability through
financially responsible management by linking business
decisions to the bottom line
4. Free and easily accessible to all members of the Oregon
wine industry

6. Meg Murray owner of:
élevage consulting, PROJECT M, and
NASTY WOMAN WINE
The Profit Planner helps pull all the
important data inputs together to show
quick digestible information.
You can feel confident in making informed
decisions and go back to
what drives your business forward:
making, marketing and moving your wine.

7. Your whole team
is equipped to
make financially-
minded decisions!
STEPS TO USING PROFIT PLANNER
Request
access to
the Profit
Planner
Log in and
create a
Workbook
Enter your
costs, pricing,
and other
program
elements
See how
inputs
affect
profits
Share with
your
managers &
accountants

8. HOW TO REQUEST ACCESS
industry.oregonwine.org  Education  Oregon Wine Profit Planner

9. LOG IN TO USE PROFIT PLANNER WORKBOOKS

10. LOG IN TO USE PROFIT PLANNER WORKBOOKS

11. ACCESS TUTORIALS AND OTHER RESOURCES

12. WHAT’S NEXT?
Profit Planner Webinars – one more tomorrow!
• Friday: Vineyard P&L and Cash Flow Workbook
Oregon Wine Symposium (Feb. 12-13)
Register by Jan. 15 for Early Bird pricing
• The Bottom Line - How Understanding COGS Can Increase
Your Profitability
• DTC Metrics that Matter: Leverage 2018 Data to Drive 2019
Success
WISE DTC Workshops (Feb 11 & 14)
• Tasting Room Management Training (Feb. 11)
• DTC Metrics Intensive (Feb. 14)
Registration links and survey link coming in follow-up email

13. THANK YOU
QUESTIONS?