Plans

Plans shows every fixture plan in your subsections, week by week, with the stores and bay sizes each one is in. It is your real shelf presence across the estate, without a store visit.

Explore covers the dropdowns, tables, details panel, view buttons and map that Plans shares with Stores and Products.

The summary charts

Until you select a plan, two charts above the table sum up how your plans are spread across subsections, bay sizes and stores.

The ring has a slice for each subsection, sized by its number of plans, with the number of plans for the week in the middle.

• It shows up to 16 subsections, those with the most plans. With one subsection in your data, the ring is a single slice.
• A stronger colour means more plans, as the key beneath the ring shows.
• Hover over a slice for the subsection’s name and its number of plans.
• Select a slice to choose that subsection. The other slices turn grey, and the middle shows that subsection’s plans out of the total. Select it again to go back to every subsection.

The bar chart has a bar for each bay size.

• A bar adds up the stores that each plan of that size is in. With every subsection showing, a store counts once for each of its plans of that size.
• Hover over a bar for its number of stores, and the three plans of that size that are in the most stores.
• Until you choose a subsection, the chart shows up to 16 bay sizes, starting from the smallest.
• The Stores axis is not evenly spaced. Each step up it is ten times the one below, so that small bars still show.

The plans table

The table lists each plan with its ID, Name, and number of Stores, Bays and Products. The plan in the most stores comes first. Where your data includes sales, the table adds Total Spend and Total Units for the week.

Explore counts trading stores only, so a plan that no trading store has is not listed.

Look at a plan

Select a plan in the table to see what it looks like in store. The plan loads with product images where your account has them, giving the most accurate view of the “template” planogram that stores receive from the retailer’s head office.

Scroll or pinch to zoom in, and drag to move around the plan. The view buttons are at the top right of the plan: Details, Map, Reset zoom and the settings cog.

The cog opens Fixture plan display settings, which shows or hides Site Outlines, Facing Outlines, Site Space, Shelf Ready Packaging and, where your account has images, Product Images. All of them start on, and your browser remembers what you change.

A plan shows half facings, so the space is accurate where a product is turned on the shelf to fit. Shelf Ready Packaging marks each product that sits in a tray with a grey band along its foot.

Each product is drawn where the planogram places it, so a gap on a shelf is space the planogram leaves empty, for example for point of sale material.

Some accounts also have plans with Unknown Plan in their name. Such a plan is not a planogram. Coplan makes one up for a store, to hold the products the store sold that none of its planograms holds. Its sales are real, but its layout and its space are made up.

The plan’s details

The details panel is headed by the plan’s name. It holds:

• ID, where the name does not already begin with it;
• Stores and Products, the number of each, with a View link;
• Subsection;
• Single Plan linear, quadratic and cubic space, which is the space of the plan in one store;
• Total linear, quadratic and cubic space, which is the same multiplied by the number of stores the plan is in.

Measurements explains the three measures. Below them the panel lists whatever else the retailer supplies about its plans. Where a retailer plans by store cluster, for example, that is the plan’s store cluster id and store cluster name.

Select View under Stores to see all the stores that the selected plan is in, and View under Products to view all the products that exist in the plan. Clear goes back to the plan’s own row.

Selecting a store in that list opens the store in Stores, and selecting a product opens it in Products. Both leave the plan.

A product on the plan

Select a product on the plan to see it in the details panel: its ID, brand, barcodes, group and subgroup codes, and units. The panel gives the dimensions of the product, of its site on the shelf, and of its tray where it sits in shelf ready packaging. View beside the ID opens the product in Products.

Sales on a plan

Where your data includes sales:

• the details panel adds the plan’s Sales Spend and Sales Quantity for the week;
• selecting a product on the plan shows that product’s sales on the selected plan;
• the shelf edge labels show the price each product most often sold at, where there is one.

Download plans or open them in Studio

1. Select Plans, under Coplan and Explore in the navigation panel.
2. Choose a date and a subsection in the dropdowns at the top. Filter the table to narrow the plans further.
3. Open the Actions menu, above the table on the right, and select Open in Studio to view the plans in Studio. A dialog prepares the plans: select Open when it is ready. Where you already have a project in Studio, the button reads Replace Project, because the plans take that project’s place.
4. Or, from Actions, select Plan details then Download Excel to export the plans into an Excel file which you can drag and drop into Studio. Download PSA exports them as a PSA file instead.

Each takes every plan the table is showing, up to 100 plans. With more than 100 showing, Plan details and Open in Studio are greyed out and ask you to select 100 plans or fewer, so choose a subsection or filter the table first.

Not every account has Open in Studio, Download Excel or Download PSA. While you are viewing one plan’s stores or products, Actions holds only Table.

Within the Excel file, the product id is followed by orientation details. It ends with a letter instead of a number (for example ‘_F’ instead of ‘_0’), indicating which side of the product faces the shopper. The retailer_id column holds the product id without orientation information.

retailer_id	id
10023	10023_F
10047	10047_F

Orientation examples: F = Front, B = Back, L = Left, R = Right, U = Up, D = Down.

The Studio Excel file describes the rest of the file.