Victoria Burton Dashboard

Project Goals

Project Goals
MARKET RESEARCH
2025-2026
Q1 Q2 Q3 Q4
Objectives Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 Score
Tentpole Audits + 0

Conduct audits of retailer compliance with Susan G Komen, Super Bowl and Cinco merchandising programs and integrate data into PowerBI.

Assortment Grid +

Update, Maintain, and Analyze ongoing Assortment Grid for key accounts and incoporate into Category Reviews where possible.

 

 

Tentpole Dashboard +

Create and Develop a Tentpole Dashboard to act as the official report for AFM Tentpoles and integrated into Wrap Reports

Project Goals
AFM INTELLIGENCE
2025-2026
Q1 Q2 Q3 Q4
Objectives Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 Score
Planning Kickoff + 0

Develop and present annual market insights report as kick-off for AFM planning sessions.  Presentation should ground all teams and strategic partners in category performance across businesses and overall market trends, and serve as basis for opportunity assessments.  Involve agency partners to present areas of expertise, including media, shopper, consumer insights.  Will include full presentation of Demand Landscape project.

Category Review Optimization +

Revamp the hidden dashboard for the Category Review Bonanza, fixing style, inefficiencies, metrics, and incorporate ad-hoc changes that had to be made for FY25

ARIQ BI Integration +

Integrate Historical Bag and Bin participants from ARIQ into PowerBI and develop reporting for partipating accounts

Ad-Hoc Coupon Reporting +

Provide ad-hoc coupon recaps by account as needed for trade schedules

S&T Ad-Hoc Reporting +

Complete Ad-Hoc PPA Requests for S&T by maintaining the project sheet and meeting requested deadlines

S&T Office Hours +

Hold Weekly Touchbases with S&T to monitor needs and deliverables and maintain crossfunctional partnership

BI Weekly Updates +

Provide ongoing data management and dashboard analysis for Retail Volume and Pricing

Project Goals
LONG-TERM STRATEGY
2025-2026
Q1 Q2 Q3 Q4
Objectives Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 Score
Coupon Guardrails & Guidelines + 0

Establish guardrails and guidelines to effectively deploy coupons in top accounts (ie: targeting rules, cost per coupon targets, offer guidelines) and for our national programs that will  by end of Sept 2025.

Long-Term Planning Tool +

Continue developing long-term planning tool that incorporates sales performance and demographics by market.  Integrate sales data, population statistics and avocado shipment data as basis to identify geographies where future demand will be.  Update as new state population projections are released (August 2025).  Present to CEO and incorporate into Planning Kickoff.

Demand Landscape +

Complete Demand Landscape project with formal updates for JEC, September Board meeting and fully realized for November Planning Kickoff and February Board meeting.

Coupon Assessment +

Conduct an FY26 Coupon performance assessment based on results available to understand all platforms' effectiveness/efficiencies/pros/cons and explore any new technologies/platforms. Include recommendations for FY27 and present by Planning Phase 2.

Project Goals
MARKET INTELLIGENCE
2025-2026
Q1 Q2 Q3 Q4
Objectives Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 Score
National Category Review + 0

Complete national retail review prior to IFPA to equip Shopper & Trade with most recent category performance data and trends and present live at the office

IFPA Asset Update +

Complete Annual Data Updates & Changes to Shopper Brochures & Retail Toolkit

COO Audits +

Clean, update, and develop reports for COO Audits through the Powerbi Dashboard

Metrics Committee Reporting Integration +

Integrate the Metrics Committee Meeting into a Powerbi Report across departments and automating processes and dataflows where possible

Retailer Segmentation Proposal +

Develop proposal to formalize methodology for Retailer Segmentation prior to Planning.

Retailer Category Reviews + 5 20 i6

Produce 26 retailer/banner reviews and present based on accounts that Trade schedules.

JBP Mini Reviews +

Produce retailer/banner mini reviews for key accounts for JBPs for Kroger and Walmart

S&T Monthly Reporting +

Provide Monthly Market Report for S&T monthly meetings and present to Senior management

Ongoing Coupon Analysis +

Provide high level ongoing Coupon Analysis, assisting S&T 3x a year in presentations to senior management

BHAG Goals