The Standard Planogram Reporting Functions, available in DotActiv software, provides detailed reports on your products and fixtures. You can view the changes between your current (existing) and proposed (new) planogram as well as create a custom graph to zoom in on specifics such as percentage sales and units by sub-category. These reports also allow you to determine your planogram performance and the resulting impact on your sales and units.
The following article will address what the Standard Planogram Reporting Functions are, how to use them as well as the problems they solve.
What are the Standard Planogram Reporting Functions?
There are 10 Standard Planogram Reporting Functions available within DotActiv software. Namely; the Product, Fixture, Shelf, Plano, Stretch, Plano & Shelf, Split Shelf & Plano, Changes, Plano Performance and Custom Report.
Each of these reports provide a distinct benefit in terms of measuring performance. Some reports are used to review your product and fixture details whilst others allow you to determine your top and bottom performing SKUs. To provide these benefits to you, all of the Standard Reporting Functions are data-driven.
Wanting to share your reports? No problem. You can share the reports available in DotActiv software with other interested parties. That is made possible by printing the reports or saving them as a PDF document.
Furthermore, the Standard Reporting Functions assist you to make improvements to your space allocations by analysing different performance metrics.
For example, the reports ensure that your %sales, %units and %capacity are aligned to ensure optimal space allocation.
How do you use the Standard Planogram Reporting Functions?
Below is a detailed description of how each Standard Reporting Function in DotActiv software works. When learning about our Standard Reporting Functions, it is recommended you consult DotActiv Academy, which provides step-by-step guidelines on each Reporting Function.
The Product Report will show details of all products, even those that are not on the shelf. You can use this report to check if all your data has pulled in correctly once imported. This ensures you use accurate data when building your planogram.
You can also use the product report to add products to your planogram. Simply click on a product line and drag and drop onto your shelf. You can select multiple products by using the Ctrl key.
Within the report, if you click the drop-down arrow in a column, you can also sort and filter. To further customise, right-click on the header column and select ‘show columns’. This opens all possible display fields. Once you have made your selections, save as a preset for easy access as seen in the GIF below.
The Fixture Report provides an overview of the fixtures currently on the planogram. As with the Product Report, you can click on the header to show all the columns available. You can also sort or filter on each column by clicking on the drop-down.
If you select a shelf on your planogram, you will find it highlighted in your Fixture Report. You can view the gondola and shelf dimensions as well as other shelf facts.
The Shelf Report provides a summary of what is on each shelf and acts as a useful guide to your in-store merchandisers. Within the report, you can right-click headings and add or remove columns as required.
It is also possible to add logos to your Shelf Report. Adding logos to your Shelf Report is useful when presenting your report to clients. To add a logo, simply navigate to the logo icon within the Shelf Report and select your desired logo. You can select a directory for the logos to be pulled from.
You also have the option to print or PDF your shelf report. With your Shelf Plan open, select the printer icon at the top-left of your screen and select the printer you want to use.
Alternatively, select print to PDF, which saves your PDF document on your local machine.
The Plano Report is a print-ready version of your planogram. Once selected, a pop-up appears from which you can select the information you’d like to display.
You can choose to include images, labels over your images, shelf labels, segment sizes, product colour and the number of drops per page.
As with your Shelf Report, you can print to PDF your planogram for use when presenting your completed planogram.
The Stretch Report will stretch your planogram drop by drop. In doing so, it makes it easier to print and more user-friendly to read.
It lists the barcode, product description, the number of facings and the Days of Supply (DOS) of each product. To use this report, simply select the Stretch icon in the Reporting tab. From here, you can print to PDF as required.
Plano and Shelf Report
The Plano and Shelf Report combines the Plano and Shelf Report into one view. Once clicked, select your requirements in the pop-up window. You can add logos and print to PDF as seen in the GIF below.
Split Shelf and Plano Report
Select the Split Shelf & Plano icon in the Reporting tab and select the details you want shown in the pop-up window.
The Split Shelf and Plano Report splits your view to have the shelf report on the same page as the corresponding drop. DotActiv will make each page one drop combined with your Shelf Report.
Once you select the Changes icon in the Reporting tab, a pop-up window asks you to map your planograms for comparison. Select the directory of your current and proposed planogram.
The Changes Report compares product, market, period and other facts of your current planogram against your proposed planogram as seen in the GIF below.
The Plano Performance Report generates a one-click report on the data in your planogram. You can see a summary of your category hierarchy, top and bottom performing SKUs by supplier and your congestion rate.
If you move to the next page, you can see your category flow, a visual placement of the top and bottom 10% review by sales as well as by DOS.
On the last page, you can see the top and bottom 10% performing SKUs.
The Custom Graph is a very popular reporting tool as it allows you to build any graph you wish.
Start by selecting the Customer Graph icon in the Reporting tab. The top section provides a view of existing reports that you can choose from.
The bottom sections allows you to create your own custom graph. You are required to give your report a name. You then need to select your data fields and type of graph.
If you would like to save the graph as a preset, simply select save once you have completed all your data fields.
The Custom Graph will then be created according to your specifications.
What problems do the Standard Planogram Reporting Functions solve?
The Standard Planogram Reporting Functions provide a number of different benefits, all of which assist you in measuring performance.
The Product, Fixture and Shelf Report provide you a summary of your product information, fixture details and shelf attributes, respectively. Having these reports available in an easy-to-read format reduces the time it takes to create your planogram.
You can use the Plano, Stretch, Plano & Shelf and Split Plano & Shelf Report to print your planogram in a PDF format for the end user. These reports also allow you to print in multiple formats as needed.
The Changes Report allows you to compare your current and proposed planogram to understand any alterations you have made. You can gain insight into the improvements to your DOS and stock quantities.
Lastly, you can use the Plano Performance and Custom Report to analyse a variety of performance measures. You can use these performance measures to achieve and fulfill your strategic and financial objectives.
DotActiv Lite, Pro, and Enterprise are all different versions of our category management software that allows you to drive category performance. All three editions come standard with access the Standard Planogram Reporting Functions. You can visit our online store here or click below to find out more.