Skip to main content
SharePoint
?
MJ
Portal Phase:
SharePoint Implementation Map - Each section below maps to native SharePoint web parts: Hero = Hero web part   Contacts = People web part   Quick Links = Quick Links   Downloads = Document Library   Calendar = Events web part

Welcome back, La Motte Team

Your centralised reporting hub for sales performance, distribution insights, and account management with Meridian Wine Distribution.

Last updated: 10 June 2026  |  Reporting period: May 2026
👥 Your Meridian Account Team View full contacts →
SB
Sarah van der Berg
Account Manager
+27 21 xxx xxxx
JN
Johan Naude
Regional Sales (Cape)
+27 21 xxx xxxx
LM
Lisa Mokoena
Finance & Accounts
+27 21 xxx xxxx
TP
Thandi Pillay
Marketing
+27 21 xxx xxxx
DV
Danie Viljoen
Operations / Logistics
+27 21 xxx xxxx
CEO - Meridian MW
|
Sales Director
Operations Director
Finance Director
|
Sarah van der Berg
Account Manager (La Motte)
Johan Naude
RSM Cape
Peter Mokwena
RSM Inland
🔗 Quick Links
🖼
Bynder DAM
Brand assets & imagery
📋
Trade Booking Forms
Submit trade bookings
📝
Jot-Forms
Online forms & surveys
🌐
MWM Website
Meridian Wine corporate site
📄 Latest Reports & Downloads View archive →
📊
La Motte - FY26 Q3 Sales Review (May 2026)
.pptx · 2.8 MBQuarterly Review
● New
📈
La Motte - April 2026 Sales Snapshot
.pdf · 1.3 MBMonthly Pack
● New
📃
La Motte - March 2026 Channel Performance
.xlsx · 890 KBChannel
Updated
📈
La Motte - February 2026 Sales Snapshot
.pdf · 1.1 MBMonthly Pack
📃
La Motte - January 2026 Distribution Report
.xlsx · 650 KBDistribution
SharePoint Implementation: This page uses the People web part for contact cards and a custom Image web part or embedded Visio for the organogram. Contact data can be pulled from Azure AD / Microsoft 365 profiles.
👥 Your Meridian Account Team
SB

Sarah van der Berg

Account Manager - La Motte
sarah@meridianwine.co.za +27 21 xxx xxxx Primary contact · Mon–Fri 08:00–17:00
JN

Johan Naude

Regional Sales Manager - Cape
johan@meridianwine.co.za +27 21 xxx xxxx
PM

Peter Mokwena

Regional Sales Manager - Inland
peter@meridianwine.co.za +27 11 xxx xxxx
LM

Lisa Mokoena

Finance & Accounts
accounts@meridianwine.co.za +27 21 xxx xxxx Statement & invoice queries
TP

Thandi Pillay

Marketing
marketing@meridianwine.co.za +27 21 xxx xxxx Campaigns, POS, brand assets
DV

Danie Viljoen

Operations & Logistics
ops@meridianwine.co.za +27 21 xxx xxxx Deliveries, stock, warehousing
🏢 Organisation Chart
Managing Director
|
Sales Director
Operations Director
Finance Director
Marketing Director
|
Sarah van der Berg
Account Manager
Johan Naude
RSM Cape
Peter Mokwena
RSM Inland
Lisa Mokoena
Finance
Thandi Pillay
Marketing
Danie Viljoen
Operations
📄 Download full organogram (PDF)  |  Highlighted = your direct contacts
📞 Quick Contact
📞 Urgent Matters
Account Manager: +27 21 xxx xxxx (Sarah van der Berg)
After hours: +27 82 xxx xxxx
Email: sarah@meridianwine.co.za
📧 General Enquiries
Switchboard: +27 21 xxx xxxx
General: info@meridianwine.co.za
Support: support@meridianwine.co.za
SharePoint Implementation: This page uses the Document Library web part with custom views. Metadata columns (Report Type, Period, Category) enable the filter dropdowns. The categories replicate what currently exists on Meridian Central.

💳 Finance & Admin

📃
La Motte - Consignment Report (May 2026)
.xlsx · 420 KBFinance & AdminMay 2026
● New
📄
La Motte - DTC Invoicing Summary (Apr 2026)
.pdf · 310 KBFinance & AdminApril 2026
📃
La Motte - Purchase Report (Apr 2026)
.xlsx · 280 KBFinance & AdminApril 2026
📄
La Motte - Truck Collection Invoices (Apr 2026)
.pdf · 190 KBFinance & AdminApril 2026

📈 Sales & Marketing

📄
La Motte - Current Price List (June 2026)
.pdf · 520 KBSales & MarketingJune 2026
● New
📈
La Motte - May 2026 Sales Snapshot
.pdf · 1.3 MBSales & MarketingMay 2026
● New
📃
La Motte - Trade Marketing Feedback (Q2 FY26)
.xlsx · 680 KBSales & MarketingQ2 FY26
📃
La Motte - Sales Robot Report (May 2026)
.xlsx · 440 KBSales & MarketingMay 2026

🚚 Distribution

📃
La Motte - Projected Orders (Jun 2026)
.xlsx · 350 KBDistributionJune 2026
● New
📃
La Motte - Sales Order Fulfilment (May 2026)
.xlsx · 290 KBDistributionMay 2026
📈
La Motte - SLA Metrics (May 2026)
.pdf · 180 KBDistributionMay 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. Replaces “The Reporter” which was previously Excel file links on Meridian Central. Row-level security (RLS) ensures La Motte only sees their own data.
Filters:

National Sales Overview

🔒 Row-Level Security active Last refreshed: 10 Jun 2026, 06:00 ● Live
R0 R500K R1.0M R1.5M Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr Actual Sales Target Forecast
Total Sales (YTD)
R11.4M
▲ 8.2% vs prior year
Target Achievement
104%
▲ Above target
Weighted Distribution
67.3%
▲ +2.1pp vs prior
Active SKUs
14
Across 4 regions
SharePoint Implementation: This page uses a standard SharePoint page with Text, People, and Quick Links web parts. The FAQ uses an accordion layout. The support form uses Microsoft Forms.
👥 Your Meridian Team
SB

Sarah van der Berg

Account Manager - La Motte
sarah@meridianwine.co.za +27 21 xxx xxxx Available Mon–Fri, 08:00–17:00
JN

Johan Naude

Regional Sales Manager - Cape
johan@meridianwine.co.za +27 21 xxx xxxx
LM

Lisa Mokoena

Finance & Accounts
accounts@meridianwine.co.za +27 21 xxx xxxx Statement & invoice queries
IT

IT Support

Portal & Technical Assistance
support@meridianwine.co.za +27 21 xxx xxxx Login 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.

Read guide →
🔒

Portal Access & Login

How to log in, manage credentials, and request access for additional team members.

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.
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.
Where can I find the Bynder DAM login?
The Bynder DAM link is on the Home page under Quick Links, or you can go directly to https://meridian.getbynder.com/login/. Use your Meridian-provided credentials to log in.
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, 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.
SharePoint Implementation Map - Each section below maps to native SharePoint web parts: Hero = Hero web part   Contacts = People web part   Quick Links = Quick Links   Downloads = Document Library   Calendar = Events web part

Welcome back, La Motte Team

Your centralised reporting hub for sales performance, distribution insights, and account management with Meridian Wine Distribution.

Last updated: 10 June 2026  |  Reporting period: May 2026
👥 Your Meridian Account Team View full contacts →
SB
Sarah van der Berg
Account Manager
+27 21 xxx xxxx
JN
Johan Naude
Regional Sales (Cape)
+27 21 xxx xxxx
LM
Lisa Mokoena
Finance & Accounts
+27 21 xxx xxxx
TP
Thandi Pillay
Marketing
+27 21 xxx xxxx
DV
Danie Viljoen
Operations / Logistics
+27 21 xxx xxxx
CEO - Meridian MW
|
Sales Director
Operations Director
Finance Director
|
Sarah van der Berg
Account Manager (La Motte)
Johan Naude
RSM Cape
Peter Mokwena
RSM Inland
🔗 Quick Links
🖼
Bynder DAM
Brand assets & imagery
📋
Trade Booking Forms
Submit trade bookings
📝
Jot-Forms
Online forms & surveys
🌐
MWM Website
Meridian Wine corporate site
📄 Latest Reports & Downloads View archive →
📊
La Motte - FY26 Q3 Sales Review (May 2026)
.pptx · 2.8 MBQuarterly Review
● New
📈
La Motte - April 2026 Sales Snapshot
.pdf · 1.3 MBMonthly Pack
● New
📃
La Motte - March 2026 Channel Performance
.xlsx · 890 KBChannel
Updated
📈
La Motte - February 2026 Sales Snapshot
.pdf · 1.1 MBMonthly Pack
📃
La Motte - January 2026 Distribution Report
.xlsx · 650 KBDistribution
SharePoint Implementation: This page uses the People web part for contact cards and a custom Image web part or embedded Visio for the organogram. Contact data can be pulled from Azure AD / Microsoft 365 profiles.
SB

Sarah van der Berg

Account Manager - La Motte
sarah@meridianwine.co.za+27 21 xxx xxxx
JN

Johan Naude

Regional Sales Manager - Cape
johan@meridianwine.co.za+27 21 xxx xxxx
PM

Peter Mokwena

Regional Sales Manager - Inland
peter@meridianwine.co.za+27 11 xxx xxxx
LM

Lisa Mokoena

Finance & Accounts
accounts@meridianwine.co.za+27 21 xxx xxxx
TP

Thandi Pillay

Marketing
marketing@meridianwine.co.za+27 21 xxx xxxx
DV

Danie Viljoen

Operations & Logistics
ops@meridianwine.co.za+27 21 xxx xxxx
🏢 Organisation Chart
Managing Director
|
Sales Director
Operations Director
Finance Director
Marketing Director
|
Sarah van der Berg
Account Manager
Johan Naude
RSM Cape
Peter Mokwena
RSM Inland
Lisa Mokoena
Finance
Thandi Pillay
Marketing
Danie Viljoen
Operations
📞 Quick Contact
📞 Urgent Matters
Account Manager: +27 21 xxx xxxx (Sarah van der Berg)
After hours: +27 82 xxx xxxx
Email: sarah@meridianwine.co.za
📧 General Enquiries
Switchboard: +27 21 xxx xxxx
General: info@meridianwine.co.za
Support: support@meridianwine.co.za
SharePoint Implementation: This page uses the Document Library web part with custom views. Metadata columns (Report Type, Period, Category) enable the filter dropdowns. The categories replicate what currently exists on Meridian Central.

💳 Finance & Admin

📃
La Motte - Consignment Report (May 2026)
.xlsx · 420 KB
● New
📄
La Motte - DTC Invoicing Summary (Apr 2026)
.pdf · 310 KB

📈 Sales & Marketing

📈
La Motte - May 2026 Sales Snapshot
.pdf · 1.3 MB
● New
📃
La Motte - Sales Robot Report (May 2026)
.xlsx · 440 KB

🚚 Distribution

📃
La Motte - Sales Order Fulfilment (May 2026)
.xlsx · 290 KB
📈
La Motte - SLA Metrics (May 2026)
.pdf · 180 KB
SharePoint Implementation: This page uses the Power BI embedded web part (full-page layout). Each sub-tab embeds a different Power BI report page. Row-level security (RLS) ensures La Motte only sees their own data.
Filters:

National Sales Overview

🔒 Row-Level Security active Last refreshed: 10 Jun 2026, 06:00 ● Live

Power BI Report - National Sales

Embedded Power BI report will render here via the SharePoint Power BI web part. Row-level security ensures La Motte only sees their own data.

Total Sales (YTD)
R11.4M
▲ 8.2% vs prior year
Target Achievement
104%
▲ Above target
Weighted Distribution
67.3%
▲ +2.1pp vs prior
Active SKUs
14
Across 4 regions
SharePoint Implementation: This page uses the Document Library web part with grouped views by document type. Files are stored in a “Financials” library with metadata for Period, Type, and Status.
DocumentPeriodDate IssuedAmountStatus
📄La Motte - May 2026 StatementMay 202601 Jun 2026R198,450.00Current
📄La Motte - April 2026 StatementApril 202601 May 2026R184,320.00
📄La Motte - March 2026 StatementMarch 202601 Apr 2026R167,450.00
📄La Motte - February 2026 StatementFebruary 202601 Mar 2026R192,870.00
Current Outstanding
R198,450.00
Due by 30 Jun 2026
Credits Applied (YTD)
R16,220.00
3 credit notes
Total Paid (FY26)
R1,079,500.00
● All current - no overdue
SharePoint Implementation: This page uses the Events web part for the calendar view and a SharePoint List with Category metadata for filtering. Power Automate sends reminder emails before events.
June 2026
Mon
Tue
Wed
Thu
Fri
Sat
Sun
1
2
3
Merch visit
4
5
6
7
8
9
10
Promo Window
11
12
13
14
15
16
17
18
Q3 Review
19
20
Tasting
21
22
23
24
25
Promo Deadline
26
27
Trade Show
28
29
30
1
2
3
Wine Tasting
4
5
📅 Upcoming Events
Jun
18
Client Visit

Q3 Business Review Meeting

Quarterly review with Meridian account team. Agenda includes YTD performance, distribution coverage, and H2 planning.
📍 Virtual (Teams) · 10:00–11:30
Jun
20
Tasting

La Motte Winter Wine Showcase - Cape Town

On-premise showcase featuring the full La Motte range. Target: top 25 Cape Town on-premise accounts.
📍 The Roundhouse, Camps Bay · 18:00–21:00
Jun
25
Promotion

Winter Promotion Submission Deadline

Final date to submit winter promotional requests for July–August activation window.
📍 Submit via portal or contact account manager
Jun
27
Trade Event

Cape Wine & Spirits Trade Show

Annual industry trade show. Meridian will showcase La Motte at Stand 42. Buyer meetings pre-scheduled.
📍 CTICC, Cape Town · 09:00–17:00
Jul
03
Cycle Activity

Merchandiser Store Visit - Cape Metro

Scheduled merchandiser cycle covering 15 Cape Metro off-premise accounts. Shelf compliance and stock checks.
📍 Cape Metro route · Full day
Jul
15
Seasonal

Bastille Day Dinner - La Motte Estate

Annual Bastille Day celebration at La Motte estate. Opportunity for trade and media activations.
📍 La Motte Wine Estate, Franschhoek · 19:00
📅 Promotional Calendar - Upcoming Windows
Winter Promotion Window
1 Jul – 31 Aug 2026
Submissions close 25 Jun
Spring Launch Window
1 Sep – 31 Oct 2026
Submissions open 1 Aug
Festive Season Window
15 Nov – 31 Dec 2026
Submissions open 1 Oct
SharePoint Implementation: This page uses Quick Links web part styled as cards. TSA links to a Power Apps form or external system. TrueData links to an external reporting platform.
📋

TSA - Trade Support Agreement

Submit trade support expense requests. Creates Purchase Orders in Business Central after manager approval. Use this for listing fees, promotional contributions, and trade event sponsorships.

Open TSA Form →
🍷

Wine List Reporter

Track and report on wine list placements across on-premise accounts. View current listings, new additions, and competitive positioning on wine lists.

Open Wine List Reporter →
📊

Raw Data Access

Access full raw data exports for your account. Includes detailed transaction-level sales data, distribution data, and stock movement files for your own analysis.

Request Data Export →
📈

TrueData Reporting

Access the TrueData external reporting platform for industry benchmarking, market share analysis, and category performance insights.

Open TrueData →
SharePoint Implementation: This page uses a standard SharePoint page with Text, People, and Quick Links web parts. The FAQ uses an accordion layout. The support form uses Microsoft Forms.
👥 Your Meridian Team
SB

Sarah van der Berg

Account Manager - La Motte
sarah@meridianwine.co.za+27 21 xxx xxxxAvailable Mon-Fri, 08:00-17:00
JN

Johan Naude

Regional Sales Manager - Cape
johan@meridianwine.co.za+27 21 xxx xxxx
LM

Lisa Mokoena

Finance & Accounts
accounts@meridianwine.co.za+27 21 xxx xxxxStatement & invoice queries
IT

IT Support

Portal & Technical Assistance
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.

Read guide →
🔒

Portal Access & Login

How to log in, manage credentials, and request access for additional team members.

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.
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.
Where can I find the Bynder DAM login?
The Bynder DAM link is on the Home page under Quick Links, or you can go directly to https://meridian.getbynder.com/login/. Use your Meridian-provided credentials to log in.
What is the TSA form?
The Trade Support Agreement form is used to submit trade support expense requests. Once approved by your account manager, it creates a Purchase Order in Business Central.
How do I submit event requests?
Contact your account manager to discuss event proposals. Tasting events, trade shows, and promotional activities are coordinated through the Meridian events team.
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.
SharePoint Implementation Map - Each section below maps to native SharePoint web parts: Hero = Hero web part   Contacts = People web part   Quick Links = Quick Links   Downloads = Document Library   Calendar = Events web part   Messages = SharePoint List

Welcome back, La Motte Team

Your complete client portal - sales reporting, account management, messaging, and promotional tools, all in one place.

Last updated: 10 June 2026  |  Reporting period: May 2026
👥 Your Meridian Account Team View full contacts →
SB
Sarah van der Berg
Account Manager
+27 21 xxx xxxx
JN
Johan Naude
Regional Sales (Cape)
+27 21 xxx xxxx
LM
Lisa Mokoena
Finance & Accounts
+27 21 xxx xxxx
TP
Thandi Pillay
Marketing
+27 21 xxx xxxx
DV
Danie Viljoen
Operations / Logistics
+27 21 xxx xxxx
CEO - Meridian MW
|
Sales Director
Operations Director
Finance Director
|
Sarah van der Berg
Account Manager (La Motte)
Johan Naude
RSM Cape
Peter Mokwena
RSM Inland
🔗 Quick Links
🖼
Bynder DAM
Brand assets & imagery
📋
Trade Booking Forms
Submit trade bookings
📝
Jot-Forms
Online forms & surveys
🌐
MWM Website
Meridian Wine corporate site
⚡ Quick Actions
📊
Sales Dashboard
Power BI interactive reports
📥
Download Reports
Latest reporting pack
🏆
Submit Promotion
Request a new deal
💬
Message Meridian
Contact your account team
📄 Latest Reports & Downloads View archive →
📊
La Motte - FY26 Q3 Sales Review (May 2026)
.pptx · 2.8 MBQuarterly Review
● New
📈
La Motte - April 2026 Sales Snapshot
.pdf · 1.3 MBMonthly Pack
● New
📃
La Motte - March 2026 Channel Performance
.xlsx · 890 KBChannel
Updated
📈
La Motte - February 2026 Sales Snapshot
.pdf · 1.1 MBMonthly Pack
📃
La Motte - January 2026 Distribution Report
.xlsx · 650 KBDistribution
SharePoint Implementation: This page uses the People web part for contact cards and a custom Image web part or embedded Visio for the organogram. Contact data can be pulled from Azure AD / Microsoft 365 profiles.
👥 Your Meridian Account Team
SB

Sarah van der Berg

Account Manager - La Motte
sarah@meridianwine.co.za+27 21 xxx xxxxPrimary contact - Mon-Fri 08:00-17:00
JN

Johan Naude

Regional Sales Manager - Cape
johan@meridianwine.co.za+27 21 xxx xxxx
PM

Peter Mokwena

Regional Sales Manager - Inland
peter@meridianwine.co.za+27 11 xxx xxxx
LM

Lisa Mokoena

Finance & Accounts
accounts@meridianwine.co.za+27 21 xxx xxxxStatement & invoice queries
TP

Thandi Pillay

Marketing
marketing@meridianwine.co.za+27 21 xxx xxxxCampaigns, POS, brand assets
DV

Danie Viljoen

Operations & Logistics
ops@meridianwine.co.za+27 21 xxx xxxxDeliveries, stock, warehousing
🏢 Organisation Chart
Managing Director
|
Sales Director
Operations Director
Finance Director
Marketing Director
|
Sarah van der Berg
Account Manager
Johan Naude
RSM Cape
Peter Mokwena
RSM Inland
Lisa Mokoena
Finance
Thandi Pillay
Marketing
Danie Viljoen
Operations
📄 Download full organogram (PDF)  |  Highlighted = your direct contacts
📞 Quick Contact
📞 Urgent Matters
Account Manager: +27 21 xxx xxxx (Sarah van der Berg)
After hours: +27 82 xxx xxxx
Email: sarah@meridianwine.co.za
📧 General Enquiries
Switchboard: +27 21 xxx xxxx
General: info@meridianwine.co.za
Support: support@meridianwine.co.za
SharePoint Implementation: This page uses the Document Library web part with custom views. Metadata columns (Report Type, Period, Category) enable the filter dropdowns. The categories replicate what currently exists on Meridian Central.

💳 Finance & Admin

📃
La Motte - Consignment Report (May 2026)
.xlsx · 420 KBFinance & AdminMay 2026
● New
📄
La Motte - DTC Invoicing Summary (Apr 2026)
.pdf · 310 KBFinance & AdminApril 2026

📈 Sales & Marketing

📄
La Motte - Current Price List (June 2026)
.pdf · 520 KBSales & MarketingJune 2026
● New
📈
La Motte - May 2026 Sales Snapshot
.pdf · 1.3 MBSales & MarketingMay 2026
● New
📃
La Motte - Sales Robot Report (May 2026)
.xlsx · 440 KBSales & MarketingMay 2026

🚚 Distribution

📃
La Motte - Projected Orders (Jun 2026)
.xlsx · 350 KBDistributionJune 2026
● New
📃
La Motte - Sales Order Fulfilment (May 2026)
.xlsx · 290 KBDistributionMay 2026
📈
La Motte - SLA Metrics (May 2026)
.pdf · 180 KBDistributionMay 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. Row-level security (RLS) ensures La Motte only sees their own data.
Filters:

National Sales Overview

🔒 Row-Level Security active Last refreshed: 10 Jun 2026, 06:00 ● Live

Power BI Report - National Sales

Embedded Power BI report will render here via the SharePoint Power BI web part. Row-level security ensures La Motte only sees their own data.

Total Sales (YTD)
R11.4M
▲ 8.2% vs prior year
Target Achievement
104%
▲ Above target
Weighted Distribution
67.3%
▲ +2.1pp vs prior
Active SKUs
14
Across 4 regions
SharePoint Implementation: This page uses the Document Library web part with grouped views by document type. Files are stored in a "Financials" library with metadata for Period, Type, and Status.
DocumentPeriodDate IssuedAmountStatus
📄La Motte - May 2026 StatementMay 202601 Jun 2026R198,450.00Current
📄La Motte - April 2026 StatementApril 202601 May 2026R184,320.00
📄La Motte - March 2026 StatementMarch 202601 Apr 2026R167,450.00
📄La Motte - February 2026 StatementFebruary 202601 Mar 2026R192,870.00
Current Outstanding
R198,450.00
Due by 30 Jun 2026
Credits Applied (YTD)
R16,220.00
3 credit notes
Total Paid (FY26)
R1,079,500.00
● All current - no overdue
SharePoint Implementation: This page uses the Events web part for the calendar view and a SharePoint List with Category metadata for filtering. Power Automate sends reminder emails before events.
June 2026
Mon
Tue
Wed
Thu
Fri
Sat
Sun
1
2
3
Merch visit
4
5
6
7
8
9
10
Promo Window
11
12
13
14
15
16
17
18
Q3 Review
19
20
Tasting
21
22
23
24
25
Promo Deadline
26
27
Trade Show
28
29
30
1
2
3
Wine Tasting
4
5
📅 Upcoming Events
Jun
18
Client Visit

Q3 Business Review Meeting

Quarterly review with Meridian account team. Agenda includes YTD performance, distribution coverage, and H2 planning.
📍 Virtual (Teams) · 10:00-11:30
Jun
20
Tasting

La Motte Winter Wine Showcase - Cape Town

On-premise showcase featuring the full La Motte range. Target: top 25 Cape Town on-premise accounts.
📍 The Roundhouse, Camps Bay · 18:00-21:00
Jun
25
Promotion

Winter Promotion Submission Deadline

Final date to submit winter promotional requests for July-August activation window.
📍 Submit via portal or contact account manager
Jun
27
Trade Event

Cape Wine & Spirits Trade Show

Annual industry trade show. Meridian will showcase La Motte at Stand 42. Buyer meetings pre-scheduled.
📍 CTICC, Cape Town · 09:00-17:00
Jul
03
Cycle Activity

Merchandiser Store Visit - Cape Metro

Scheduled merchandiser cycle covering 15 Cape Metro off-premise accounts. Shelf compliance and stock checks.
📍 Cape Metro route · Full day
Jul
15
Seasonal

Bastille Day Dinner - La Motte Estate

Annual Bastille Day celebration at La Motte estate. Opportunity for trade and media activations.
📍 La Motte Wine Estate, Franschhoek · 19:00
📅 Promotional Calendar - Upcoming Windows
Winter Promotion Window
1 Jul - 31 Aug 2026
Submissions close 25 Jun
Spring Launch Window
1 Sep - 31 Oct 2026
Submissions open 1 Aug
Festive Season Window
15 Nov - 31 Dec 2026
Submissions open 1 Oct
SharePoint Implementation: This page uses Quick Links web part styled as cards. TSA links to a Power Apps form or external system. TrueData links to an external reporting platform.
📋

TSA - Trade Support Agreement

Submit trade support expense requests. Creates Purchase Orders in Business Central after manager approval. Use this for listing fees, promotional contributions, and trade event sponsorships.

Open TSA Form →
🍷

Wine List Reporter

Track and report on wine list placements across on-premise accounts. View current listings, new additions, and competitive positioning on wine lists.

Open Wine List Reporter →
📊

Raw Data Access

Access full raw data exports for your account. Includes detailed transaction-level sales data, distribution data, and stock movement files for your own analysis.

Request Data Export →
📈

TrueData Reporting

Access the TrueData external reporting platform for industry benchmarking, market share analysis, and category performance insights.

Open TrueData →
SharePoint Implementation: Messaging uses a SharePoint List (Subject, Body, From, To, Date, Read) with custom list view. Power Automate sends email notifications. This is a structured communication log between client and account team.

Conversations

Sarah van der Berg
Q3 Review Deck Ready
Hi team, your Q3 review deck is ready for download...
Today, 09:14
Meridian Operations
Stock Alert: La Motte Pierneef
La Motte Pierneef running low in Inland region...
8 Jun 2026
Sarah van der Berg
Distribution Report Updated
Updated distribution report uploaded to your portal...
1 Jun 2026
Meridian Marketing
Winter Campaign Assets
Please find the winter campaign POS materials...
28 May 2026
Sarah van der Berg
Promotion Approval: La Motte Winter
Great news! Your winter promotion has been approved...
20 May 2026
Meridian Accounts
May Statement Available
Your May 2026 account statement is now available...
1 Jun 2026

Q3 Review Deck Ready

Sarah van der Berg (Account Manager) → La Motte Team
Sarah van der Berg
Hi team,

Your FY26 Q3 review deck is now ready for download in the Reports section. It covers sales performance through May 2026.

Key highlights:
• Total sales up 8.2% YTD vs prior year
• La Motte Pierneef 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?
Today, 09:14
La Motte Team
Thanks Sarah! Great 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. I'll also prepare talking points around the Inland region opportunity.
Today, 11:05
SharePoint Implementation: Submission form uses Microsoft Forms or Power Apps. Status tracker uses a SharePoint List with custom view. Power Automate routes approvals and sends confirmations.

🏆 Submit a Promotion

Complete the form to request a new promotion. Your Meridian account team will review within 5 business days.
Your request will be sent to your Meridian account manager for review. Track status below.

📋 Your Promotion Requests

Summer La Motte Pierneef Push
Approved
La Motte Pierneef Syrah Viognier · National · On-Premise
1 Dec 2025 – 28 Feb 2026 · R35,000 budget
Submitted
Reviewed
Approved
Completed
La Motte Listing Support - Cape
In Review
La Motte Millennium · 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
Submitted
Review
Decision
Activation
SharePoint Implementation: This page uses a standard SharePoint page with Text, People, and Quick Links web parts. The FAQ uses an accordion layout. The support form uses Microsoft Forms.
👥 Your Meridian Team
SB

Sarah van der Berg

Account Manager - La Motte
sarah@meridianwine.co.za+27 21 xxx xxxxAvailable Mon-Fri, 08:00-17:00
JN

Johan Naude

Regional Sales Manager - Cape
johan@meridianwine.co.za+27 21 xxx xxxx
LM

Lisa Mokoena

Finance & Accounts
accounts@meridianwine.co.za+27 21 xxx xxxxStatement & invoice queries
IT

IT Support

Portal & Technical Assistance
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.

Read guide →
🔒

Portal Access & Login

How to log in, manage credentials, and request access for additional team members.

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.
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.
Where can I find the Bynder DAM login?
The Bynder DAM link is on the Home page under Quick Links, or you can go directly to https://meridian.getbynder.com/login/. Use your Meridian-provided credentials to log in.
What is the TSA form?
The Trade Support Agreement form is used to submit trade support expense requests. Once approved by your account manager, it creates a Purchase Order in Business Central.
How do I submit event requests?
Contact your account manager to discuss event proposals. Tasting events, trade shows, and promotional activities are coordinated through the Meridian events team.
How long does promotion approval take?
Promotion requests are reviewed within 5 business days. Complex promotions may require additional review by the Meridian commercial team.
How do I send a message to Meridian?
Use the Messages tab to send messages to your account team. You can also email your account manager directly. All messages are logged in the portal for your records.
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.
⚠ PROTOTYPE MOCKUP - Not a live SharePoint site