Explore

Explore shows the fixture plans, stores and products in your data, one week at a time. The glossary defines fixture plan, subsection and the other terms these pages use. Explore is where you land when you open Coplan. Its three views are tabs at the top of the page, and links in the navigation panel under Coplan and Explore.

• Plans: every plan in your subsections, with the stores and bay sizes each one is in
• Stores: every store on a map, with the plans and products it holds
• Products: the space each product, brand and subsection holds, and where each product is stocked

Not every account has all three views. Ask your account manager about one that is missing.

The rest of this page covers what the views share. Explore keeps what you have chosen in the page’s address, so you can bookmark a view or send its address to a colleague who has the same data.

The navigation panel

• The dropdown under Coplan names your data source. Where your account has more than one, it switches between them.
• Under Explore, the panel shows the latest week of data and the number of plans, stores and products in it. These stay on the latest week when you choose another date.
• Under Reports are Compare and Combine.
• Search finds plans by name or ID, stores by name, ID or address, and products by name, ID, barcode or brand, along with pages of this documentation. It shows up to five of each. Ctrl+K opens it, or Cmd+K on a Mac. Not every account has Search.

Search looks across every week of the data source you are in. A result that has since left your data shows the date it was last there. Explore still opens on the latest week, where the details panel says it was not found, so choose that date in the date dropdown to see it.

Choose a week and a subsection

Explore opens on the latest week of data, across every subsection you have available. Use the dropdowns at the top to change that:

• The date dropdown lists each week, with the newest marked (Latest). Changing the date keeps the plan, store or product you have open.
• All Locations narrows the plans and products to some areas. It appears on Plans and Products, and only where your data covers more than one area.
• The subsection dropdown, on Plans and Products, narrows the view to one subsection. It starts on All Fixture Plans or All Products, and shows the number of plans or products in brackets. Type in it to find a subsection. One with nothing in the chosen week is greyed out.

Coplan adds a week when the retailer sends it. The day differs from one retailer to the next, and the newest week can have started about two weeks ago. Ask your account manager when your data arrives.

Tables

Each view has a table beneath it, and a line above the table says what it is showing, such as how many plans. Select a row to open that plan, store or product.

• Click a column header to sort by that column, and again to reverse the order.
• Column options, the ⋯ menu on a header, has Sort ascending, Sort descending and Filter by this column. Filter the table, the button at the top right of the page, lists every column to filter by.
• A filter takes what suits its column: text to search for, a number or a range of numbers, or one or more values from a list.
• Your filters sit in the bar under the dropdowns, where you can change or remove each one. Match chooses whether rows must meet all of them or any of them, and Clear all removes them.
• To download the table, open Actions, choose Table, then Download Excel or Download CSV. The file holds the rows the table is showing, in the order it shows them.

Where your data includes sales, the tables add sales columns, such as Total Spend and Total Units on Plans.

Moving between Plans and Products keeps your date, locations and subsection, and moving to Stores keeps only the date. Either way it clears your filters and sorting, and closes what you had open.

The details panel

Selecting a plan, a store or a product opens its details in a panel on the right, or across the bottom on a narrow screen. The cross at its top closes the panel and goes back to the full list.

Rows such as Stores, Plans and Products in the panel have a View link. It lists those stores, plans or products in the table, and Clear goes back.

The view buttons

A column of buttons sits at the top right of a plan, a product or the map. They show icons and no words:

Button	Icon	What it does
Details	A list	Shows the plan, or the product’s image
Map	A folded map	Shows where the plan or product is stocked
Chart	A pie chart	On Products, shows charts for the product
Reset zoom	The four corners of a frame	Fits the plan to the page again, or takes the map back to where it started
Settings	A cog	Opens the display settings for what you are looking at

Details, Map and Chart appear once a plan or a product is selected, with the one you are on highlighted.

The map

Stores holds a map of every store. On Plans and Products, select a plan or a product, then select Map, to see where it is stocked.

• On a plan’s or a product’s map, purple circles are stores that have it. Black circles (white in dark mode) are stores that do not. On Stores every circle is black, and the store you select turns purple.
• A circle with a number stands for that many stores close together, where five or more are. It is part purple and part black, in proportion to the stores that have the plan or product. Select it to zoom in.
• Map display, the cog at the top right of the map, has Group nearby stores, which turns the numbered circles on or off. On a plan’s or a product’s map it also has All, Matches Only and Non-Matches Only.
• Zoom in, Zoom out and Reset bearing are at the bottom right of the map. Reset bearing turns the map north side up again. Track location centres the map on where you are, once your browser allows it.
• Select a store’s circle to open that store in Stores. This leaves the plan or product you were looking at.