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How To Use The Floor Plan Analysis Grid And Optimizer

The purpose of this article is to help guide you on how to use the Floor plan Analysis Grid and Floor Optimizer. We also unpack the Update Floor Plan function features found in the DotActiv software.

Applicable Products: DotActiv Enterprise

Pre-Requisites

To be able to use the above features in-floor planning Dotactiv software, the following pre-requisites must be in place.

  • The user needs to be on an integrated DotActiv database.
  • The cluster grid must be populated with market information such as store code, store name, cluster names ( if available), number of drops (NODs), and the categories.
  • The floor plan in review must be linked to the cluster grid and database via the store code. This is done by populating the store detail information tab under the market fields in the floor plan properties.

Please see the gif below.

What Is The Floor Plan Analysis Grid?

The floor plan analysis grid feature in the DotActiv software enables you to perform a  pre-analysis of your current floor plan by comparing the departments, categories, and current NODs per category against what is captured in the cluster grid in the live database.

The pre-analysis also includes performance data and KPIs that can be selected ( through a drop-down menu) and applied to the current floor plan based on the data in the database. At this point, there is no software NOD analysis or recommendation until the user runs the floor plan optimizer for post-analysis.

To view the floor plan analysis grid, open your current floor plan, ensure that you are in the ‘Tools’ tab. Next, scroll to the ‘ Analysis Grid’ icon on your right and double click to open.

What Is The Floor Optimizer?

The floor optimizer feature in the DotActiv software is used to select Departments and categories on your floor plan that you would like to optimize by performing a cross-category analysis to recommend the ideal space allocation (NODs).

How Does It Work?

Step 1: Department Selection

The Floor Optimizer tool uses a wizard setup that guides you through the process. You can see which step of the process you are currently on and you can click next to move to the next step. 

Start by selecting the Departments that you would like to analyse. If you would like to analyse all departments on the floor plan, simply click on Department and all departments will be selected.

Step 2: Data Period Selection

Pick your period of data as specified in your first consultation if you are a DotActiv employee or any time period you wish to use if you are a DotActiv client.

It is recommended to use at least 12 months data to accomodate seasonal categories.

Step 3: KPIs

The Floor Optimizer tool, has set KPI’s to select from when performing the floor plan post-analysis. The average contribution of the selected KPIs will be used to calculate system recommended space allocation across all categories on the floor plan.

Step 4: Plan Summary

Review the ‘Plan Summary’ to ensure all data is correct. If all is in order, press ‘Finish’ to run the set up.  An analysis grid with performance data by department and by category with recommended and an option for user defined NOD will appear.

The Analysis

Current NODs

Is what is captured and active  in the cluster grid until the user applies the final NOD changes to update the database.

Min NODs and Max NODs

These are the minimum and maximum drop variations within each cluster as per the cluster grid. They assist the user to observe the minimum and maximum threshold when overriding and recommending the final NODs.

Recommended NODs   

Is system recommended based on the selected KPIs. It calculates the space based on the average contribution of the selected metrics.

User Defined NODs

Is user defined recommendation that one can use to override the system recommended NODs. If not changed, the user defined NODs defaults to the system recommended NODs.

Variance

The proposed change to the NOD from the current value to the user defined NODs.

Update Floor Plan Function

Once the user is happy with the final NOD changes, they use the apply changes to the floor plan analysis button to communicate the new changes to the post-analysis grid. The ‘Update Floor’ function or button is used to apply the new changes to the floor plan by creating missing category planograms as well as the new recommended drop variation planograms.

Updated on May 11, 2022

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