What is depletion data, really?
A depletion is one case leaving a distributor's warehouse for a retail account — not a sale to a consumer. It is an inventory movement recorded on an invoice: the distributor sold product on to a bar, restaurant, or store, and the case came off their floor. Whether anyone poured it, bought it, or took it home is a separate question the file has no opinion about. Most of the confusion around depletion reporting starts right here, and most of the bad decisions follow from it.
The distinction matters because the whole file inherits it. Everything depletion data is genuinely good at follows from what a depletion is; everything it can't answer follows from what it isn't. What follows is the plain version — who reports what to whom, why the numbers arrive late, and where the honest edge of the data sits.
Shipments, depletions, and the gap between them
Two different numbers get called "sales" in this trade, and people mix them constantly. Shipments are what you sold the distributor — product leaving your warehouse or the port, invoiced to the house. Depletions are what the distributor sold on, case by case, to retail accounts. Most beverage alcohol in the U.S. moves supplier to distributor to account this way, though who may sell to whom, and whether the state itself sits in the chain, varies by state.
Both numbers are real. They measure different things and can move in opposite directions for a whole quarter. The difference between them is sitting in the distributor's warehouse: a heavy shipment month followed by a flat depletion month means inventory, not demand, and that inventory has to clear before the next order comes. Depletion is the closer of the two to what the market actually wants. It still isn't demand.
Who reports what, to whom
A depletion is a record of an invoice. It is worth knowing the path that invoice takes before it reaches your screen, because every step in it explains something you'll later wonder about.
Cadence is set by the distributor, not by you. Some houses report daily, some weekly, some effectively monthly at close. One export can therefore hold accounts current to yesterday sitting next to accounts whose latest activity is three weeks stale, and the row itself rarely tells you which is which. If some of your houses report slowly, learn which ones — it changes how you read a quiet month.
Why it lags
In the ordinary case the data is a day or two behind reality, and longer around a period close. That isn't anyone failing at anything. It's the cost of a number that has to pass through several systems before it is yours.
The practical rule: don't read the last few days of any export as signal, and don't call an account lost on one thin period. Wait for the second one. An account that ordered every month for a year and then goes quiet twice is telling you something. One quiet period is usually a calendar.
What it is genuinely good for
Within its limits the file is very good — accurate, granular, and account-level, which is more than most industries get. The cuts that reliably earn their keep:
What it can never tell you
That last one is worth sitting with, because it is the one that costs money. We counted the accounts in one importer's export:
No row, no zero, no flag. The only way those accounts surface at all is by comparing the current file against older files somebody remembered to keep.
Reading it every night
All of this can be done by hand, and plenty of good sales operations do it. The obstacles are volume and memory: around thirty thousand rows in a single export, and the fact that any one export is a snapshot of a single period — so a year-over-year comparison depends on an archive somebody has to keep.
That's the part Sightglass automates. It reads the same VIP feed you already pay for, every night, and keeps each snapshot so the history outlives any single export window. It flags the accounts slipping, losing SKUs, or gone quiet — and the ones winning — and drafts the outreach in your voice, one message to the account and one to the distributor. Nothing sends without a person approving it, and approved mail goes from the rep's own mailbox, so replies come back to them. It arrives in Slack, in an email digest, or on the dashboard. Your VIP subscription and your reporting stay exactly where they are.
And because the data lags, so does the system. If the file can't yet support a conclusion, it says nothing rather than flagging a gap that may not be there.