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PowerBase Updates For May 2024
LeAnn PieterseJun 4, 2024 4:00:00 PM5 min read

PowerBase Updates For May 2024: What’s New And Updated

As we approach the mid-year mark for 2024, we are thrilled to bring you a comprehensive overview of all the latest updates, articles, and materials from May. Since our last edition, we have written four new articles and updated two based on recent software updates. We also updated two to improve the content and clarify any processes in each article.

Our vision for the DotActiv PowerBase is to increase knowledge and skills and bridge any gap for software clients and others interested in using our software. If you want to read past articles on what we added or updated on the DotActiv PowerBase, you can browse those PowerBase summaries. You can also read why we introduced the DotActiv PowerBase.

New PowerBase Articles For May 2024New articles on the DotActiv PowerBase


The Ultimate Guide To Setting Up KPIs And KPI Targets

Key Performance Indicators (KPIs) are metrics used to measure the performance and success of various aspects related to product categories within a retail environment.

KPIs are crucial in category management, enabling you to make data-driven decisions and drive category growth and profitability.

As part of our latest software release, DotActiv now allows you to set up KPIs and KPI targets for various features in the software. We have written this new article to guide you through setting up KPIs.

How To Add Strategic Planning Information To A Custom Report

Strategic planning in the DotActiv software refers to category roles, strategies, tactics, and KPIs. You can add this information to custom reports via the table object.

Category roles, strategies, and tactics are integral components of category management, each serving specific purposes in optimizing the performance and profitability of product categories within a retail environment.

Learn how to add strategic information to your custom report in this new article here.

How To Update Facts On A Floor Plan Using Multiple Markets

With our recent DotActiv software release, you can now update facts on a floor plan from the database using multiple markets. It is a valuable function if you have new stores that don’t have data.

Want to try out this option for yourself? Follow our step-by-step guide to update facts on your floor plan using multiple markets.

How To Edit Fields On A Changes Report

As a new feature in the DotActiv software, you can now edit fields on a Changes Report. 

This feature is helpful if you need different heading names to shorten column widths to fit your report. You can also use this feature for planogram and floor plan comparisons.

Want to know more about how you can edit fields on this report? Follow the steps in our new article.

Updated PowerBase Articles For May 2024

Updated articles on the DotActiv PowerBase


How To Screen And Classify Data Within The DotActiv Software

The DotActiv software allows you to screen and classify products within the software. But before you can get started, you must ensure that your Import Utility is up and you are working on a database before continuing with the following steps.

Need to screen and classify your data in software? Learn how by reading our article.

What Are The Staging Table Requirements For Database Integration?

Database integration is the process whereby we extract your retail data from different sources – POS database, ERP, or SAP – and manipulate it to be in a specific structure to fit the format of our staging tables. We can then process it through specialized backend software, and our category planners can use it for production purposes in the DotActiv application. 

A staging table is a database table containing your business data. In the context of the DotActiv software, it consists of your markets, products, sales, and stock information.

We recently updated our article to include “CSV” and “Data Import” as tags to increase its overall discoverability. Learn more about the staging table requirements for database integration in our article.

Reporting On Changes For Proposed Vs Existing Planograms

The Changes Report allows you to compare your in-store planograms to any proposed planograms. You can compare various aspects of your planograms, including gondola attributes, facings changed/unchanged, and fact totals.

Previously, in the Changes Report, the displayed fields were static. However, as part of the latest software release, you can now configure these fields to determine which product and fact fields you want to display on your report.

We recently updated this article to reflect the update and included a link to another article, which unpacks the process in further detail. 

Need to compare planograms with each other in DotActiv software? The Changes Report is ideal for you.

How To Effectively Present A Custom Report

Did you know that you can toggle between full-screen and normal mode when presenting a custom report in the DotActiv software? 

With our latest software release, you can toggle between different planograms without adding multiple planograms, tables, or reports. That means toggling between planograms sorted into separate folders with the correct naming convention based on the cluster and drop count. Additionally, you can link a folder with planograms.

Ready to ace your next presentation? Follow the steps in our updated article to learn how to present your DotActiv-built custom report.

I Am Unable To Activate My Licence

Are you struggling to access the DotActiv software? 

Don’t worry! Our article covers possible reasons why you can't activate your DotActiv licence.

We recently added another possible reason - it could be due to a firewall setup. Before beginning with DotActiv software, you must whitelist all DotActiv applications and sites.

Do you need help activating or accessing the DotActiv software? We unpack why you can't access DotActiv software in our article.

Articles With Missing Images

The team is working tirelessly to update all the articles that are currently missing images and software GIFs. Please continue to comment on any PowerBase articles that need images added.


The DotActiv PowerBase answers specific questions about making the most of DotActiv’s products and services. 

If you find an article that doesn’t answer a question to your satisfaction, please leave a comment. It’s entirely anonymous and will help us to help you get the answers you deserve.

Are you currently not a DotActiv client but want to learn more about how DotActiv software can help your business increase sales while pleasing your customers? Book a software demo with a DotActiv expert to see our software in action. You can also browse our various DotActiv software and service options.


LeAnn Pieterse

LeAnn Pieterse joined in 2020. She has a Bachelor of Commerce in Industrial and Organizational Psychology from the University of Stellenbosch.