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
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.
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.
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 activeLast refreshed: 10 Jun 2026, 06:00● Live
⚡
Power BI Report
Embedded Power BI report will render here via SharePoint web part
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.
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.
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
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
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.
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 activeLast 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.
⚡
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 grouped views by document type. Files are stored in a “Financials” library with metadata for Period, Type, and Status.
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.
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.
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.
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
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.
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.
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 activeLast 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.
⚡
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 grouped views by document type. Files are stored in a "Financials" library with metadata for Period, Type, and Status.
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.
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.
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.
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
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.
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.