Project Analysis Tools

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Perform Analysis

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Click on this checkbox to perform the analysis and display the results in the text area below.

The results are based on the Project Analysis Parameters.

Important Note:

The analysis is performed for each product reference found in the current project.

If a given product reference is found in several facings blocks, the analysis result for this product combines all its facings blocks.

Show performance summary

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Click on this checkbox to show a summary of key figures of your planogram project performance. Whenever this option is checked a special window (as shown below) is displayed above the viewing area. Note: just uncheck it to hide the display of performance data.

Note: Perform analysis must also be checked in order to display performance summary.

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Notes:

Undefined metrics are displayed with the N/A value.

Metrics based on incomplete data have the (MD) (missing data) value appended to the calculated value.

Unavailable metrics are shown with a grayed-out disabled look (ex: missing columns in local data files)

Sales forecast

This row shows a summary of key totals for all product references found in your project, based on sales figures.

Wholesale value

The total Wholesale value forecast.

Retail value (tax excl.)

The total Retail value (tax excl.) forecast.

Retail value (tax incl.)

The total Retail value (tax incl.) forecast.

Markup

The total Markup forecast.

Markup percent

The ratio between total markup and wholesale value forecasts described above, expressed in percentage.

 

Markup

/

Wholesale value

=

Markup %

Profit margin

The ratio between total markup and retail value (tax excl.) forecasts described above, expressed in percentage.

 

Markup

/

Retail value (tax excl.)

=

Profit margin

On shelf value

This row shows a summary of key totals for all product references found in your project, based on the number of facings (capacity).

Wholesale value

The total Wholesale value on shelf.

Retail value (tax excl.)

The total Retail value (tax excl.) on shelf.

Retail value (tax incl.)

The total Retail value (tax incl.) on shelf.

Markup

The total Markup on shelf.

Markup percent

The ratio between total markup and wholesale value on shelf described above, expressed in percentage.

 

Markup

/

Wholesale value

=

Markup %

Profit margin

The ratio between total markup and retail value (tax excl.) on shelf described above, expressed in percentage.

 

Markup

/

Retail value (tax excl.)

=

Profit margin

Highlight products

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You can display the results of the Project Analysis as colored highlights on the products in your current Planogram and in the Project Item List:

  1. Display the Project Item List.
  2. Display the Project Item List Content choice panel.
  3. Highlight the Project Analysis value. See Highlighting.

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Example of Project Analysis values shown as color highlights

Display Analysis Value on Products

In schematic view, you can also show the Project analysis value on products or as product labels. See Schematic View for details on turning this feature ON.

Note: Perform analysis must also be checked in order to display analysis results on product labels.

Notes:

Undefined metrics are displayed with the N/A value.

Metrics based on incomplete data have the (MD) (missing data) value appended to the calculated value.

 

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Tip: You can also combine Highlight products and Schematic View with the analysis values to get a clear picture of your project analysis results, as shown in the examples below:

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