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General analytics of PlanoHero solution

General metrics



Turnover - The sum of revenue from the sales of products for the selected period. Data is extracted from receipts.
Profit - The difference between cash receipts from the sales of products (turnover) and the cost of products. Data is extracted from receipts.
Sales Quantity - The indication that shows how many times a certain product or products from a specific category were sold during the selected period. Data is extracted from receipts.
Receipts Quantity - The representation that demonstrates the total number of sales receipts for products (excluding return receipts) during the selected period.
Stock Quantity - The quantity of products available in the store at the end of the selected period. Data is taken from the Inventory table.
Price - The average price of products for the selected period. Data is extracted from receipts.

Store plans



Discrete / Continuous Distribution



Discrete distribution - stands are divided into four groups depending on the percentage of sales. Each group is highlighted with the corresponding colour on the store plan.

For example, stands that generate a turnover of 0 to 10 percent are painted red. On the filter panel there is a special note showing the colour assigned to stands of each category. In addition, you can change the percentages of each group and select the metric that will be displayed on the store plan.

Continuous distribution - stands are highlighted with the same colour but with different colour saturation. The higher the value of the metric - the greater the colour saturation.

At the bottom of the page there is the table that contains data of all metrics for the selected period.

The table displays:
Planogram name;
Planogram type - Basic / Additional;
Turnover - the sum of turnover of all displayed products on the planogram for the selected period;
Turnover share of store - Planogram turnover x 100 / Sum of turnover of all planograms of the plan
Turnover per linear m. of equipment - Turnover of products on the planogram for the selected period / Equipment linear m.
Sales quantity - sum of sales of all products on the planogram for the selected period.
Sales quantity share of store - Sales qty of the planogram x 100 / Sum of sales of all planograms of the plan
Receipts quantity - the sum of the receipts quantity of all products on the planogram for the selected period.
Receipts quantity share of the store - Receipts qty of the planogram x 100 / Sum of receipts of all planograms of the plan
Profit - the sum of profit of all products on the planogram for the selected period.
Profit share of the store - Profit of the planogram x 100 / Sum of profit of all planograms of the plan
Profit per linear m. of the equipment - Profit of products on planogram / Equipment linear m.
Stock quantity - the sum of stocks of all laid out products on the planogram at the end of the set period.
Stock quantity share of the store - Stock qty of the planogram x 100 / Total number of products stock of all planograms of the plan
Stocks price - Cost of product x Stock Qty of this product.

Calculations of discrete analysis metrics

Calculation of the share of turnover, sales qty, receipts qty, profit and stocks qty from the store:
Formula: n = n1 x 100n2
where:
n - share to be found (turnover, sales qty, profit...)
n1 - the metric from which you want to find the share (turnover, sales qty, receipts qty, profit and stocks qty on equipment)
n2 - Sum of metrics (n1) of all equipment of the store.

For example: Calculate the share of the turnover of the "Beer" stand from the store:
n1 - the turnover for the selected period of the stand "Beer"
n2 - the sum of turnovers of all shelves of the store for the selected period.

The share of the turnover of the stand "Beer" from the store = 7014,60 x 10065480,75 = 11%.

Important! The calculated result is rounded to two decimal places.

Quadrant analysis



Quadrant analysis or "quaternary" makes it possible to analyse planograms by two metrics at once, for which the planograms on the plan are highlighted:
Turnover;
Receipts quantity;
Sales qty;
Profit;
Stock qty;
Stocks price;
Turnover per linear m. the equipment;
Profit per linear m. of the equipment.

Planograms on the store plan are coloured according to the quadrant they fall into. If, for example, the planogram has an X-axis metric and a Y-axis metric higher than average, the planogram will be highlighted in green - Quadrant 1. If the X-axis metric is below the average and the Y-axis metric is higher than average, the planogram will be highlighted in yellow - Quadrant 2.

The table displays such metrics:

Planogram name;
Planogram type - Basic / Additional;
Turnover - the sum of turnover of all displayed products on the planogram for the selected period. Data is extracted from receipts.;
Turnover per linear m. of equipment - Turnover of products on the planogram for the selected period / Equipment linear m.
Sales quantity - sum of sales of all products on the planogram for the selected period.
Receipts quantity - the sum of the number of receipts of all products on the planogram for the selected period.
Profit - the sum of profit of all products on the planogram for the selected period.
Profit per linear m. of the equipment - Profit of products at planogram / Equipment linear m.
Stock quantity - the sum of stocks of all posted products on the planogram at the end of the set period.
Stocks price - Cost of product x Stock Qty of this product.

Analysis of laid out products



The report "Analysis of laid out products" allows you to analyse the products displayed on all planograms on the store layout. When this analysis is applied, the planograms on the plan will be highlighted in green colour according to the percentage of fullness of each planogram.

Stands with the highest percentage of fullness will be illuminated in a saturated colour, and stands with a percentage of occupancy close to zero will be illuminated in a transparent (almost white) colour.

In the filters, you can set the metric by which planograms will be highlighted on the store plan.

In the report settings you can select different types of grouping: by planograms, by categories, by brands and by suppliers. You can also customise the display of columns.

The report allows you to analyse the following metrics:
Faces Quantity - the sum of the number of product faces from all shelves of the planogram (if the product is laid out in several faces in height or depth, they are not counted)
Product stock on the shelf, psc. - is the total amount of products placed on the shelf. Faces qty x Depth of display x Height of display, total for all shelves, hooks and drawers of the planogram. (On weight products it is indicated by "1")
Product stock on the shelf, days - displays how many days the laid out item will last. Stock of products, pcs. / Avg Sales qty per day. If the product has no sales, "0" is displayed. For weight products: Stock of products x 1)
Stock qty - the sum of stocks of all posted products on the planogram at the end of the set period.
Linear metres of layout - linear metres of products layout on the equipment: Width of products x Faces quantity. If the products are bulk, it is counted: Length of the box - wall thickness.
Share of the layout from the equipment - displays the share of product layout from the equipment: Linear m. of the product layout x 100 / Equipment linear m.
Turnover- the amount of product turnover on the planogram is displayed. Data is extracted from receipts.
Turnover per linear m. of the equipment - Turnover of product for the period / Linear m. of the equipment
Turnover per linear m. of layout - Turnover of the product / The linear metres of this product's layout
Turnover share of the planogram - Product's turnover / Sum of turnover of laid out products on the planogram x 100
Turnover efficiency ratio - Turnover share of the planogram / Percentage of layout from equipment
Profit - product profit for the selected period.
Profit per linear metre - Profit of the product for the period / Linear n. of the equipment
Profit per linear m. of the layout - Profit of the product for the period / The linear metres of this product's layout
Profit share of the planogram - (Product's profit / Sum of profits of laid out products on the planogram) x 100
Profit efficiency ratio - Profit share of the planogram / Percentage of layout from equipment
Sales qty - the number of sales of the product for the selected period
Receipts qty - the number of receipts with product for the selected period
Average sales qty per day - Sales qty for the period / Number of days in the period

Visitors traffic



The "Visitor movement" report generates a heat map of customer movement in the sales area of the store. The heat map is built on the basis of the receipts included in the sample. To customise the selection, use filters that allow you to select the period, time and product category.
As a result, you can see on the plan which zones and which stands are most often approached by customers. In the areas coloured red and yellow - the largest number of people, in areas with green or blue - the smallest.
In order for the report to work, the cash registers must be linked, the entrance/exit must be marked and the cheques must be loaded.

This way you can analyse, for example, how visitors who bought bakery products on the first of April from 15:00 to 21:00 moved. You can also determine from which other shelves they bought products.

Planograms



Discrete / Continuous distribution



Discrete distribution - products are divided into four groups depending on the percentage in the metric. Each group is highlighted with the corresponding colour on the planogram.
Continuous distribution - products are highlighted with the same colour, but with different saturation. The greater the value of the metric - the greater the colour saturation.

The report provides an opportunity to analyse such metrics:
Turnover - the sum of turnover of the selected product on the planogram for the selected period;
Turnover share of the planogram - Product turnover x 100 / Sum of turnover of all products of the planogram
Turnover per linear m. of equipment - Product turnover / Equipment linear m.
Sales quantity - total number of sales of the product on the planogram for the selected period.
Sales quantity of the planogram - Sales qty of the product x 100 / Sum of sales of all products of the planogram
Receipts quantity - the total number of sales receipts of products(excluding the number of return receipts for the selected period): Receipts quantity of the product x 100 / Sum of receipts of all planogram products
Profit - the difference between the cash proceeds from the sale of products (turnover) and the cost of products.
Profit share of the planogram - Product profit / Sum of profits of all products of the plan x 100
Profit per linear m. of the layout - Product profit / Layout linear m.
Stock quantity - the sum of stocks of all laid out products on planogram at the end of the selected period.
Stock quantity of the planogram - Stock qty of the product x 100% / Total number of products stock of the planogram
Stocks price - Cost of product x Amount of stock of this product.

Calculations of discrete analysis metrics


Calculation of the share of turnover, number of sales, number of checks and profit from the planogram:

Formula: у = у1 x 100у2, where:
y - share to be found (turnover, sales qty, profit ...)
y1 - metric from which the share should be found
y2 - Sum of metrics (y1) of all products of the planogram

For example: Determine the share profit of the product "PPB Zakarpatske 0,5." from the planogram:
n1 - profit for the selected period of the commodity "PPB Zakarpatske 0,5 ."
n2 - profit qty of all products of the planogram for the selected period.

Share of profit of the product "PPB Zakarpatske 0.5." from the planogram = 480 x 1004338 = 11%

Important! Result is rounded to two decimal places.

Calculation of metrics:



Share of layout from category


Shows how many percent a product occupies of its category

The share of layout from the category is calculated by the algorithm:
Calculate the linear metres of layout of each product.
Add the linear metres of layout of products that belong to the same category and get the sum of linear metres of layout of each category.
We calculate the share of product layout from its category by the formula: x=(n/n1)x100, where:
n - linear metres of product layout
n1 - linear metres of layout of the category to which the product belongs n

Share of layout from brand


Shows how many percent of a product is occupied by its brand

The share of layout from the brand is calculated according to the algorithm:
Calculate the linear metres of layout of each product.
Add the linear metres of layout of products that belong to the same brand (unbranded products are added together). As a result, we get the sum of linear metres of layout of each brand and the sum of linear metres of unbranded products.
We calculate the share of products from our own brand by the formula: x=(n/n1)x100, where:
n - linear metres of product layout
n1 - linear metres of layout of the brand to which the product belongs n

Share of layout from supplier


Shows how many percent the product takes from its supplier

The share of layout from the supplier is calculated according to the algorithm:
Calculate the linear metres of layout of each product.
Add the linear metres of layout of products that belong to the same supplier (the products without suppliers are added together). As a result, we get the sum of linear metres of layout of each supplier and the sum of linear metres of layout of products without supplier.
We calculate the share of product layout from our supplier by the formula: x=(n/n1)x100, where:
n - linear metres of product layout
n1 - linear metres of layout of the supplier to which the product belongs

Share of layout from the equipment

Shows how many percent the product takes up of the equipment on which it is laid out

The share of layout from the equipment is calculated by the formula:
x=(n/n1)x100, where:
n - linear metres of the product layout
n1 - linear metres of the equipment on which the products n are located

Quadrant analysis



Quadrant analysis makes it possible to analyse two metrics at once. Products change their colour according to the metrics.

If, for example, a product has an X and Y metric higher than average, it will be green. If X is less than average and Y is higher than average, it will be yellow.

The report allows you to analyse the following metrics:
Turnover - The sum of revenue from the sales of products for the selected period.
Turnover per linear m. of layout - Product turnover / Equipment linear m.
Sales quantity - total number of sales of the product on the planogram for the selected period.
Receipts quantity - the total number of sales receipts of products (excluding the number of return receipts for the selected period):
Profit - the difference between the revenue from the sale of products (turnover) and the cost of products.
Profit per linear m. of layout - Product profit / Layout linear m.
Stock quantity - the quantity of products available in the store at the end of the selected period.
Stocks price - Cost of product x Stocks Qty of this product.

Lost Sales



The Lost Sales report allows you to identify the number of unprofitable days when a product was not sold or its sales were very low.

The report includes products that have constant sales, but for certain reasons were not sold at least one day during the selected period (for example, the product was out of stock). In addition, the products are checked for asymmetry in the distribution of sales dynamics. The report displays only those that have symmetric (uniform) sales dynamics. Therefore, individual sales quantity values deviate from their average slightly.

The report makes it possible to analyse the following metrics:
Lost days qty - the number of days in the selected period when the product was not being sold or had enormous low sales. (calculated based on the median sales of products for the period)
Qty of out of stock days - the number of days in the selected period when the product was out of stock.
Average sales qty per day - Sales qty / Number of days when the product was being sold
Lost sales qty - shows probable sales quantity which was lost due to problems in the store. Calculated by the formula: Lost days qty x Average sales qty per day.
Lost turnover - the turnover losses which occurred because the product not being sold for a certain number of days: (Product turnover / Sales qty in the selected period) x Lost days qty.
Lost turnover by out of stock - the lost days which occurred by lacking stock for the specific product.
Faces qty - the number of laid out faces of the product.
Product stock on the shelf, psc - the total quantity of laid out products on the shelf: Faces qty x Placement depth x Placement height.

ABC analysis



ABC analysis helps you to analyse products used on the equipment by its worth.

ABC analysis divides products into three groups based on four metrics: Turnover, Profit, Sales qty, Receipts qty:
Products, included in the group A - the most valuable.
Products included in the group B - intermediate.
Products included in the group C - the least valuable.

The report provides an opportunity to analyse the following metrics:
Turnover- the sum of revenue from the sales of products for the selected period.
Turnover ABC - displays the product belonging by turnover in relation to the established ABC distribution groups: Product turnover x 100 / Turnover of all products placed on the planogram
Profit - the difference between the revenue from the sale of the product (turnover) and the cost of the product.
Profit АВС - shows the product belonging by its profit related to the previously defined ABC groups.
Receipts quantity - the total number of sales receipts (excluding returns) for the selected period.
Receipts quantity АВС - displays the product belonging by the number of receipts in relation to the set ABC distribution groups.
Sales quantity - shows how many times a certain product or products from a certain category were sold during the selected period.
Sales quantity АВС - shows the product belonging by the number of sales in relation to the established ABC distribution groups
Product stock on the shelf, psc - the total product quantity laid out on the shelf: Faces Qty x Placement depth x Placement height.

Shelf stock analysis



Through this analysis it is possible to identify the percentage of shortages or surplus of products in the layout and make decisions regarding the necessary quantity of products on the shelf.
Faces qty - the quantity of laid out faces of the product.
Product stock on the shelf, psc - the total quantity of products on the shelf: Faces Qty x Placement depth x Placement height.
Product stock on the shelf (days, weeks, months) - displays how many days / weeks / months the laid out product will last.
Average number of the product sales per day (week, month) - Sales qty / Days qty (weeks, months) in the selected period
Excess / Lack (%) - Product stock on the shelf, psc - Average number of the product sales in the selected period x 100 / Average sales qty for the selected period
Stock quantity - the quantity of products available in the store at the end of the selected period.
Stocks cost - Cost of product x Stocks Qty of this product.

Report in planogram editing mode



Products rating


Recommended % of the equipment - recommended percentage of the product layout on the equipment, calculated on the basis of historical sales data.
Actual % of the equipment - displays the share of the product layout from the equipment: Linear metres of the layout x 100 / Linear metres of the equipment
Faces qty - the number of laid out faces of the product.
Linear metres of layout - displays linear metres of the product layout on the equipment: Width of the product x Faces quantity.
Turnover - the sum of revenue from sales of products for the selected period.
Turnover share of the planogram - Product's turnover x 100 / Sum of turnover of laid out products on the planogram
Sales quantity - sum of sales of all products on the planogram for the selected period.
Receipts quantity - the sum of the number of receipts of all products on the planogram for the selected period.
Profit - the difference between the revenue from the sale of products (turnover) and the cost of products.
Profit share of the planogram - Product's profit x 100 / Sum of profits of all products on the planogram

Brands rating


Recommended % of the equipment - recommended percentage of the brand layout on the equipment, calculated on the basis of historical sales data.
Actual % of the equipment - displays the share of the brand layout from the equipment: Linear metres of the layout x 100 / Linear metres of the equipment
Planned % of equipment - displays the manually set up planned share of the brand layout from the equipment.
Linear metres of layout - displays linear metres of the brand layout on the planogram: Width of the product x Faces quantity.
Faces qty - the quantity of laid out faces of the brand.
Turnover - the sum of revenue from sales of products of one brand for the selected period.
Turnover share of the planogram - Brand turnover x 100 / Sum of turnover of laid out brands on the planogram
Sales quantity - the sales quantity of products of one brand for the selected period.
Receipts quantity - quantity of receipts with products of one brand for the selected period.
Profit - the difference between the revenue from the sale of products (turnover) of one brand and the cost of products.
Profit share of the planogram - Brand profit / Sum of profits of products of all brands x 100

Category rating


Recommended % of the equipment - recommended percentage of the category layout on the equipment, calculated on the basis of historical sales data.
Actual % of the equipment - displays the share of the category layout from the equipment: Linear metres of the layout x 100 / Linear metres of the equipment
Planned % of equipment - displays the manually set up planned share of the category layout from the equipment.
Linear metres of layout - displays linear metres of the category layout on the equipment: Width of the product x Faces quantity.
Faces qty - the quantity of laid out faces of the category.
Turnover - the sum of revenue from sales of products of one category for the selected period.
Turnover share of the planogram - Category turnover / Sum of turnover of laid out categories on the planogram x 100
Sales quantity - sum of sales of all categories on the planogram for the selected period.
Receipts quantity - receipts quantity of all categories on the planogram for the selected period.
Profit - the difference between the sum of revenue from the sale of products (turnover) of one category and the cost of products.
Profit share of the planogram - Category profit x 100 / Sum of profits of products of all categories

Supplier rating


Recommended % of the equipment - recommended percentage of the supplier layout on the equipment, calculated on the basis of historical sales data.
Actual % of the equipment - displays the share of the supplier layout from the equipment: Linear metres of the layout x 100 / Linear metres of the equipment
Planned % of equipment - displays the manually set up planned share of the supplier layout from the equipment.
Linear metres of layout - displays linear metres of the supplier layout on the equipment: Width of the product x Faces quantity.
Faces qty - the number of laid out faces of the category.
Turnover - the sum of revenue from sales of products of one supplier for the selected period.
Turnover share of the planogram - Supplier turnover x 100 / Sum of turnover of laid out suppliers on the planogram
Sales quantity - sales quantity of all suppliers on the planogram for the selected period.
Receipts quantity - receipts qty of all suppliers on the planogram for the selected period.
Profit - the difference between the revenue from the sale of products (turnover) of one supplier and the cost of products.
Profit share of the planogram - Supplier profit x 100 / Sum of the profits of products from all suppliers

Products effectiveness analysis



Linear metres of layout on equipment - linear metres of products layout on the equipment: Width of products x Faces quantity.
Share of the layout on equipment - displays the share of product layout from the equipment: Linear m. of the product layout x 100 / Equipment linear m.
Recommended % of the equipment - recommended percentage of the product display on the equipment, calculated on the basis of historical sales data.
Share of the layout on the shelf - Displays the proportion of product display from one shelf of the equipment: Linear m. of the product layout x 100 / linear metres of shelf / hook
Product stock on the shelf (current equipment) - the total amount of products placed on the shelf.
Product stock on the shelf (other equipment) - the total amount of products of all planograms in this store plan.
Products stock on the shelf (in the store) - products quantity on layout (current equipment) + Products qty on layout (other equipment).
Product stock on the shelf, days - Product stock / Average sales qty per day. (For weighted products: Product stock x 1)
Stocks qty - the quantity of products available in the store at the end of the selected period.
Price - average price of the product for the selected period.
Turnover - the sum of revenue from sales of products for the selected period.
Turnover АВС - Displays the product's belonging by turnover in relation to ABC distribution groups.
Sales qty - shows how many times a certain product or products from a certain category were sold during the selected period.
Sales qty АВС - Displays the belonging of the product by the quantity of sales in relation to ABC distribution groups.
Average sales qty per day - Sales qty / Number of days in the specified period (for weighted = 1)

Chain sales analysis



The "Chain sales analysis" report will help make chain performance analysis more efficient by conveniently comparing sales between stores in the chain.

To access the report, click on the "Reports" block and click on "Analytics".

The "Chain sales analysis" report contains a bar chart and a summary table with sales and display data for the store chain.

Important! The Chain sales analysis report displays data for all active store plans. Inactive store plans will not be displayed in the report.

Bar chart



The bar chart of the Chain sales analysis report makes it easy to analyse large amounts of data.

Note! When you put the mouse cursor over a column, a tooltip with the name of the dimension, the value of the metric and the value of the metric for the previous period is displayed.

The X axis in the visualisation displays the section selected for the report, and the Y axis displays the metric set in the visualisation setting.

Clicking on the More tool (vertical triplet) in the upper right corner of the visualisation expands the list of available actions with the visualisation:

Metric - name of the selected metric. If you put the mouse cursor over a metric, an additional list with a list of available metrics will be expanded to the left of the action list.
Display - name of the selected display. If you put the mouse cursor over an item to the left of the action list, an additional list with a list of display types will expand.
Settings - clicking the button opens the Visualisation Settings pop-up window, where you can set the default metric, adjust the number of elements and personalise the visualisation.
Save as PNG - clicking this button loads the visualisation as a .png image.

Summary table



The summary table helps to view store sales data for correct business analysis.

The data in the table is grouped by the default store plans dimension. Clicking on the arrow next to the store plan name will allow you to expand the dimension and go down to the level below.

Using the drop-down list on the top panel of the report page you can select a different dimension:
Store plans
Planograms - dimension is available only if the "Sales of laid out products only" calculation is active, the calculation can be activated in Filters.
Categories.
Products.

To sort the values in a column of the table, click on the name of the required column:
First click - sorting by ascending.
Second click - sorting by decreasing.
Third click - sorting in the column is cancelled.

There is a toolbar in the upper right corner above the table:
Search - dynamic search by the name of the selected dimension (store plan, planogram, category).
Columns settings - click to open the "Columns settings" pop-up window, select the required columns to display and click "Apply" to modify the report.

Important: Columns marked with * will be displayed in the table only if the calculation type "Sales of laid out products only" is activated, which can be enabled in the filters.

Save the table template - saves the configured default table view.

Filters


The filters of the Chain sales analysis report allow you to filter the data and analyse only the required sample.

Clicking on the Filters tool at the top of the page opens the Filters panel where you can customise:
Period - the main period of data sampling.
Previous Period - the previous period of data sampling for comparison.
Calculation type - type of data calculation for bar chart and summary table. You can select one of two types:
- All sales - the calculation is based on all sales, all products for the selected periods.
- Sales of laid out products only - the calculation is based on only laid out products on planograms at the moment of the analysis.
Planogram status - planogram statuses, by which you can filter the data. The filter is available only for the calculation type "Sales of laid out products only".
Categories
Brands
Suppliers
Store formats
Store Groups
Shops

Click on the Apply button to apply the set filters in the report.

To download the report in .xls format, click the "Download report" button on the top panel of the report page. The downloaded file will contain two sheets: Histogram (bar chart image in .png format) and Table (summary table of data).

Important! The table in the uploaded file is displayed with collapsed levels. It is possible to expand only those levels that were expanded before loading the file.

Layout analysis



The "Layout analysis" report will help you analyse the number and efficiency of linear metres of layout occupied by each product group on the planogram.

To open the report, you need to go to the analytical reports "Reports" > "Analytics" and use the top switch on the Chain sales analysis > Layout analysis page.

Bar chart


The bar chart of the "Layout Analysis" report simplifies the process of analysing a large amount of data.

The X axis in the visualisation shows the dimension selected for the report, and the Y axis shows the metric set in the visualisation settings.

To set up visualisation, you need to click on the "Actions" tool (vertical triplet) at the top of the bar planogram and select the appropriate action:
Metric - to select a metric you need to move the mouse cursor over the corresponding line and select another available metric in the list.
Display - to select the display, move the mouse cursor over the corresponding line and select another type of display in the list.
Settings - to set the default metric, to set the number of elements to be displayed and to personalise the visualisation.
Save as PNG - to load the visualisation as .png images.

Summary table


The summary table helps you to view data by selected dimension for correct business analysis.

To analyse data by dimension Brands, Categories, Suppliers, Store Plans, Planograms or Products by using the switch on the top panel.

In order to sort the values in a column of the table, it is enough to click on the name of the necessary column:
First click - sorting in ascending order.
The second click - sorting in descending order.
Third click - sorting in the column is cancelled.

To customise the display of columns or to save the default template of the current table view, use the corresponding tools on the panel above the table.

Filters


Filters allow you to customise the report to compare different versions of layouts and analyse the effectiveness of changes made to planograms.

To apply filters, you need to click on the Filters tool on the top bar of the page and select:
Period - the main period of data sampling.
Previous period - previous period of data sampling for comparison.
Planogram status - status of the planogram version according to the performed action: In progress, On execution, For check, Returned for execution, Confirmed.
Categories
Brands
Suppliers
Store formats
Store groups
Shops

The filtered data sample by version status will contain products from planograms for which the corresponding status was the closest (extreme) to the last day of the selected main and previous period.

For example, if you set the period 01.01.2022 - 01.02.2022, then a planogram that received the status "In progress" on 31.01.2022, and then was executed and received the status "For check" on 05.02.2022 will be displayed in the selected period with the filter on the status "In progress", excluding subsequent status changes.
If you set the period 01.02.2022 - 05.02.2022, this planogram will be displayed with the status filter "For Check" applied.

In order to download the report in .xls format, you need to click on the Download Report button on the top panel on the report page. The downloaded file will contain two sheets: Histogram (bar chart image in .png format) and Table (summary table of data).

Important! The table in the uploaded file is displayed with collapsed levels. It is possible to expand only those levels that were expanded before loading the file.

Updated on: 02/01/2024

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