Getting the Most Out of Encompass: The Reports That Actually Matter
February 3, 2026
by
Blake Sabeski
If your brand is running on Encompass, you’ve got access to a cloud-native system that’s built for real-time visibility. It’s not just about seeing what you sold; it’s about identifying where the supply chain is stalling.
Here are the specific data points in Encompass that tell you the truth about your brand's performance:
1. Inventory Freshness & Rotation
Encompass tracks every case from the moment it hits the warehouse. In an industry where "out of code" means lost margin, this is your most important safeguard.
- The Data: Inventory Age and Expiration Tracking.
- The Why: If your product has a 120-day shelf life and you see 200 cases hitting the 60-day mark in a wholesaler's warehouse, you’re in the danger zone.
- The Move: Use this data to trigger a "Short-Code" sales incentive for the distributor's team. It’s cheaper to push a small discount now than to pay for a full destruction of product later.
2. Retail Inventory Estimates
Encompass provides an estimated inventory level for every retail account based on their last delivery and historical velocity.
- The Data: Retail Inventory Levels.
- The Why: If a high-volume account shows 0.3 cases on hand, they are functionally out of stock (OOS).
- The Move: Don't wait for the next order. Reach out to the sales rep with the specific account address and the stock level. Keeping the shelf full is the easiest way to protect your velocity.
3. The "Non-Buy" Gap Analysis
The Encompass portal allows you to pull a list of every account that is authorized to buy your product but hasn't ordered in a set window (30/60/90 days).
- The Data: Zero-Sales / Non-Buy Report.
- The Why: This is your churn list. Losing an existing account is a massive red flag.
- The Move: If a top-tier account stops ordering, find out why immediately. Is it a pricing issue, a change in bar manager, or a competitor taking the tap handle? Saving an account is 5x more efficient than hunting a new one.
4. Promotion ROI Audit
When you run a price-off or a BOGO, Encompass lets you see the exact "lift" in depletions compared to the baseline.
- The Data: Promotion Tracking vs. Net Depletions.
- The Why: If you dropped the price by $2.00 but volume didn't move, you just gave away your profit for no gain.
- The Move: Use this data to kill the promos that don't work. Redirect that money into merchandising or sampling events that actually drive "scans."
5. Service Frequency & "Call" Compliance
Encompass tracks how often a rep actually visits or calls an account.
- The Data: Stop Frequency / Sales Call Logs.
- The Why: If velocity is dipping in a specific neighborhood, check the service frequency first.
- The Move: If a rep is only visiting a high-potential account once every three weeks instead of weekly, your shelf presence will naturally decline. This data allows for a factual conversation with the sales manager about "share of mind."
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