Execution control

The "Control" block helps track the entire life cycle of planograms: from creation and sending to the store to photo report review and execution confirmation. Analyze the results in the "Store efficiency" chart to identify leaders in planogram execution, track stores with overdue executions, and quickly present results to your team and management. 

In this article, we will look at how to work with the "Control" block and what tools are available in it. 

Contents

The "Control" block
Toolbar
Status cards
"Store efficiency" chart
Summary table by store plans and planograms

The "Control" block

On the top navigation bar, click "Control" to open the "Execution control" page.

The page consists of four main parts:

1. Toolbar — contains buttons for viewing scheduled sendings and downloading a report, search, filters, and the counter of planograms and store plans as of the selected date; 
2. Status cards — display the number of planograms at each execution stage: from "Not sent" to "Confirmed";
3. "Store efficiency" chart — helps compare stores by indicators: sent for execution, overdue, for check, returned for execution, and confirmed;
4. Summary table by store plans and planograms — contains detailed information about planograms in the By store plans and By planograms views, including their statuses and the percentage of sending, execution, and confirmation.

Depending on the role, the "Control" block can be used differently: 

• Administrator, category manager, planogrammer — send planograms to stores immediately or schedule sending, set execution deadlines and assign responsible managers, review photo reports, and confirm execution or return planograms for execution;
• Executive — monitors planogram execution across the chain. Uses the chart and table to track which stores meet deadlines and where overdue planograms have accumulated, and downloads reports for further analysis.

Toolbar

Use the toolbar to quickly find the planograms you need, go to scheduled sendings, and download a report for analysis:

1. Scheduled for sending — click to open the page with planograms that will be automatically sent to the manager on the scheduled day. Here you can download a report, cancel sending, change the sending date and execution parameters. 

Read more in the article.

2. Download — click and select the required option to save planogram data and photo reports to your computer. This way, you can analyze results outside the service, share materials with colleagues, and use them in reports:
3. • Excel table — an Excel file whose first sheet contains summary data for each store plan. A separate sheet with detailed information about planograms grouped by status is created for each of them. Depending on the status, the file contains data on sending, the store manager, execution deadlines, time tracker, and comments. For confirmed planograms, the execution date and confirmation date are also specified. To go to the data of a specific store plan, click its name on the first sheet; 
   • Photo reports archive — a ZIP archive in which planogram photo reports are collected in separate folders named after the planograms;
   • Full report — a ZIP archive containing the Excel table and folders with photo reports.

3. Search — to get a more precise result, click "Search settings" and select a search parameter: 
4. • Search by planogram name;
   • Search by plan name.
4. Filters:
5. • As of date — select a date to view the status of planograms on that day. Today's date is set automatically;
   • Show only my planograms — turn on to view only the planograms that you created, edited, scheduled for sending, or sent for execution; 
   • Scheduling for sending — select which planograms to display:
   • • All planograms;
     • Planograms with scheduled sends;
     • Planograms without scheduled sends.
   • Categories;
   • Brands;
   • Store formats;
   • Store groups;
   • Shops.

After you apply search or filters, the status cards, chart, and table are automatically updated and display data that match the specified parameters.

The panel on the right displays the number of planograms, sendings, and store plans, taking into account search and filters, as well as the date as of which the data is generated. To change the date, click it and select a new one in the "As of date" filter. 

Status cards

The upper part of the page contains five status cards that show how many planograms are at each execution stage as of the selected date:

1. Not sent — planograms that have been created but never sent for execution;
2. Sent for execution — planograms that store managers have received for execution;
3. For check — planograms that store managers have completed and sent photo reports for;
4. Returned for execution — planograms returned to store managers for rework after photo report review;
5. Confirmed — planograms whose execution has been reviewed and confirmed.

To open the page with the list of planograms in the required status, click the arrow in the upper right corner of the card: 

Read more in the article.

"Store efficiency" chart

The chart shows the distribution of planograms by status in each store. It helps compare stores, track stores with overdue or returned planograms, and present results.

Each store is represented by a group of bars, where the bar color corresponds to the status:

• Orange — sent for execution;
• Red — overdue, that is, the part of planograms sent for execution with a set execution deadline that were not completed on time;
• Blue — for check;
• Yellow — returned for execution;
• Green — confirmed.

To set up the chart display, click "More actions" in the upper right corner:

• Indicator — the status by which stores are sorted:
• • Sent for execution — set automatically;
  • For check;
  • Returned for execution;
  • Confirmed. 
• Name — under the bars:
• • Store — set automatically;
  • Store plan.
• Display — sorting order: 
• • The largest values — set automatically;
  • The smallest values.
• Indicator format:
• • Percentages — set automatically;
  • Quantity.
• Settings:
• • Default indicator — sent for execution;
  • Elements quantity (from 1 to 100).
• Download Excel.

Read more in the article.

Summary table by store plans and planograms 

Below the chart, there is a table with detailed information about planogram statuses in two views: 

• By store plans — each row corresponds to a store plan. Use this view to track how many planograms are at each execution stage; 
• By planograms — each row corresponds to a planogram. Use this view to track the statuses of library planograms in different stores. Read more about library planograms in the article.

To customize the table for your tasks, click "Customize columns" in the upper right corner and select the required indicators: 

• Store plan / Planogram — depending on the selected view. This column is always displayed;
• Qty of planograms on plan / Store plans — depending on the selected view; 
• Not sent, Sent for execution, For check, Returned for execution, Confirmed — the number of planograms in each status;
• Scheduled for sending — the number of planograms whose sending is scheduled for a specific date;
• Sending = (Sent for execution + Returned for execution + For check + Confirmed) / Qty of planograms on plan * 100%;
• Execution = (For check + Confirmed) / (Sent for execution + Returned for execution + For check + Confirmed) * 100%;
• Confirmation = Confirmed / (For check + Confirmed) * 100%.

• Sending: (13 + 8 + 7 + 9) / 44 * 100% = 84.09%;
• Execution: (7 + 9) / (13 + 8 + 7 + 9) * 100% = 43.24%;
• Confirmation: 9 / (7 + 9) * 100% = 56.25%.

To go from general indicators to specific planograms, click the arrow at the end of the row. The page of the selected store plan or planogram opens, divided into blocks by status. 

Read more in the article.

Updated on: 02/11/2026