Local Data > Sales figures file
A file with your sales statistics can be imported from Excel to attach sales figures to your products.
The sales numbers can then be used to calculate and display various metrics on screen and in reports.
Tip: you my have several sales figures files for the same products. Just load the one corresponding to your current Planogram project.
File text box: this shows the path and name of the currently loaded sales figures file.
Clear: click on this button to clear the current file from the text box.
Browse: click on this button to select your sales figures file on your PC.
Note: the file path persists over PlanogramBuilder sessions.
Note: PlanogramBuilder provides an automatic reload of the local data files. This is useful since can keep the Excel application opened to edit your local data, save changes in Excel with Ctrl-S and enjoy immediate feedback in PlanogramBuilder.
This area shows the following information:
Note: the imported values remain in memory and are not uploaded to our servers.
Tip: you can select and copy text from the import log.
Tip: you can zoom in/out in the log window using Ctrl + mouse wheel. The default zoom level is reset on task switch.
Your sales figures must be in the form of a table and saved as a Microsoft Excel file (*.xlsx, *.xls). You can include sales figures for any product that is referenced in your PlanogramBuilder database, even disabled products.
The imported table can contain the following columns with the exact column headers listed below and values per item on each line:
(compulsory) The product references for which you want to list sales statistics.
References with no match in your database are disregarded.
(compulsory) The number of units sold for each product.
Important note: If you have set PlanogramBuilder to a language other than English, the supported column header names are different. Please find and copy the supported headers from the import log text box, shown as blue text under “The following columns can be imported”.
Note: the column header names are not case sensitive. You can use any mix of lower and upper case header names.
Note: If some columns and/or values are missing, PlanogramBuilder won’t be able to display or calculate related figures for these.
Note: If you have additional columns, they won’t hurt and will be ignored for the sales figures (like ‘BRAND’, ‘PRODUCT LINE’ and ‘NAME’ for example). So you can for example use the same file for your product database, product pricing and sales figures.