SharePoint Implementation Map — Each section below maps to native SharePoint web parts:
Hero = Hero web part
CTAs = Quick Links
Notice Board = News web part
Dashboards = Power BI embedded
Downloads = Document Library
Messages = SharePoint List + Power Automate
Calendar = Events web part
Submit Promotion = Microsoft Forms / Power Apps
Welcome back, Haute Cabrière Team
Your centralised reporting hub for sales performance, distribution insights, and account management with Meridian Wine Distribution.
Last updated: 27 May 2026 | Reporting period: April 2026
SharePoint Implementation: This page uses the Power BI embedded web part (full-page layout). Each sub-tab embeds a different Power BI report page. Filters use the Power BI URL filter parameter or built-in slicer visuals. Row-level security (RLS) ensures Haute Cabrière only sees their own data.
Filters:
National Sales Overview
🔒 Row-Level Security activeLast refreshed: 27 May 2026, 06:00● Live
⚡
Power BI Report
Embedded Power BI report will render here via SharePoint web part
SharePoint Implementation: This page uses the Document Library web part with custom views. Metadata columns (Report Type, Period, Brand, Region) enable the filter dropdowns. The “Highlighted Content” web part surfaces recently modified files.
Showing 10 reports · Sorted by date (newest first)
📊
Haute Cabrière — FY26 Q2 Sales Review (Feb 2026)
.pptx · 2.4 MBQuarterly ReviewSales Performance
● New
📈
Haute Cabrière — March 2026 Sales Snapshot
.pdf · 1.3 MBMonthly PackSales Performance
● New
📈
Haute Cabrière — February 2026 Sales Snapshot
.pdf · 1.2 MBMonthly PackSales Performance
📈
Haute Cabrière — January 2026 Sales Snapshot
.pdf · 1.1 MBMonthly PackSales Performance
📃
Haute Cabrière — December 2025 Client Sales Overview
.xlsx · 890 KBMonthly DataSales Performance
Updated
📃
Haute Cabrière — December 2025 Channel Performance
.xlsx · 720 KBMonthly DataChannel Performance
📊
Haute Cabrière — FY26 Q1 Business Review (Nov 2025)
.pptx · 3.1 MBQuarterly ReviewSales Performance
📃
Haute Cabrière — November 2025 Channel Performance
SharePoint Implementation: This page uses the Document Library web part with grouped views by document type. Files are stored in a dedicated “Financials” library with metadata for Period, Type (Statement/Invoice/Credit Note), and Status.
SharePoint Implementation: The submission form uses Microsoft Forms or Power Apps embedded via iframe. The status tracker uses a SharePoint List web part with a custom view. Power Automate sends email confirmations and routes approvals.
🏆 Submit a Promotion
Complete the form below to request a new promotion. Your Meridian account team will review and respond within 5 business days.
By submitting, your request will be sent to your Meridian account manager for review. You'll receive a confirmation email and can track the status on this page.
📋 Your Promotion Requests
Summer Pierre Jourdan MCC Push
Approved
Pierre Jourdan Brut & Belle Rose · National · On-Premise
1 Dec 2025 – 28 Feb 2026 · R35,000 budget
Submitted
Reviewed
Approved
Active
Completed
Pinot Noir Listing Support — Cape
In Review
Haute Cabrière Pinot Noir · Cape · Off-Premise
15 Jun 2026 – 15 Aug 2026 · R18,000 budget
Submitted
In Review
Decision
Activation
Winter Tasting Event — Johannesburg
Submitted
Full range · Inland · On-Premise (selected venues)
20 Jul 2026 · R12,000 budget
SharePoint Implementation: Messaging uses a SharePoint List (columns: Subject, Body, From, To, Date, Read) displayed via a custom list view. Power Automate sends email notifications when a new message is posted. This is not a full inbox — it's a structured communication log between client and account team.
Conversations
Sarah van der Berg
Q2 Review Deck Ready
Hi team, your Q2 review deck is ready for download...
Today, 09:14
Meridian Operations
Stock Alert: Pierre Jourdan
Pierre Jourdan Brut running low in Inland region...
23 May 2026
Sarah van der Berg
Distribution Report Updated
Updated distribution report uploaded to your portal...
18 May 2026
Meridian Marketing
Winter Campaign Assets
Please find attached the winter campaign POS materials...
12 May 2026
Sarah van der Berg
Promotion Approval: Summer MCC
Great news! Your summer Pierre Jourdan promotion has been approved...
5 May 2026
Meridian Accounts
April Statement Available
Your April 2026 account statement is now available for download...
1 May 2026
Q2 Review Deck Ready
Sarah van der Berg (Account Manager) → Haute Cabrière Team
Sarah van der Berg
Hi team,
Your FY26 Q2 review deck is now ready for download in the Reports section. It covers sales performance through February 2026, including channel and regional breakdowns.
Key highlights: • Total sales up 8.2% YTD vs prior year • Pierre Jourdan continues strong growth in Cape on-premise • Distribution coverage improved to 67.3%
Would you like to schedule a call to walk through the findings? I'm available next week.
Today, 09:14
Haute Cabrière Team
Thanks Sarah! Great to see the positive numbers. Yes, let's schedule a call — how about Thursday at 10am?
Today, 10:32
Sarah van der Berg
Thursday 10am works perfectly. I'll send a Teams invite shortly. I'll also prepare some specific talking points around the Inland region opportunity — I think there's room to grow there.
SharePoint Implementation: This page uses a standard SharePoint page with Text, People, and Quick Links web parts. The FAQ uses an accordion layout (collapsible sections). The support form can use Microsoft Forms embedded via iframe.
support@meridianwine.co.za+27 21 xxx xxxxLogin issues, Power BI access, browser problems
📚 Guides & Resources
📊
Understanding Your Sales Dashboard
A step-by-step guide to navigating the Power BI dashboards, using filters, and interpreting key metrics.
Read guide →
📄
Reading Your Monthly Report Pack
How to interpret the monthly sales snapshot, channel performance, and distribution data in your reporting pack.
Read guide →
🏆
Submitting a Promotion
How to use the promotion submission form, what information is required, and the approval timeline.
Read guide →
💳
Statements & Invoices Explained
Understanding your account statement, invoice numbering, credit notes, and payment terms.
Read guide →
🔒
Portal Access & Login
How to log in to the portal, manage your credentials, and request access for additional team members.
Read guide →
💬
Contacting Meridian
When to use the messaging feature vs. email vs. phone, and expected response times for each channel.
Read guide →
❔ Frequently Asked Questions
How often are the Power BI dashboards updated? ▼
Most dashboards are refreshed daily (overnight). The Distribution dashboard is updated weekly, and the Spend dashboard is updated monthly following the close of each reporting period. The “Last refreshed” timestamp on each dashboard shows the exact refresh time.
Can I share this portal with colleagues? ▼
Access is managed per organisation. If a colleague needs access, please contact your Meridian account manager, who will arrange an invitation. Each user receives their own login credentials linked to their email address. Please do not share your login credentials with others.
Why can I only see my own brand's data in Power BI? ▼
Power BI uses Row-Level Security (RLS) to ensure each client can only view their own data. This is a security measure to protect confidential sales and distribution information. If you believe data is missing or incorrect, please contact your account manager.
How long does it take for a promotion to be approved? ▼
Promotion requests are reviewed within 5 business days of submission. Complex promotions involving multiple regions or large budgets may require additional review. You can track the status of your request on the Promotions tab at any time.
I can’t access the portal / Power BI isn’t loading. What should I do? ▼
First, try clearing your browser cache and using a supported browser (Edge or Chrome recommended). If the issue persists, check your internet connection and try a different network. If you still cannot access the portal, contact IT support at support@meridianwine.co.za with a screenshot of any error message.
How do I download reports for offline use? ▼
Navigate to the Reports & Downloads tab and click the download button next to any report. Files are available in their original format (.pptx, .pdf, .xlsx). For Power BI dashboards, you can export specific visuals to PDF or Excel using the export button within the dashboard view.
🔧 Submit a Support Request
Can't find what you need? Send us a message and we'll get back to you within 1 business day.