Customizing Your GoPlanogram Site

You must be one of your GoPlanogram site administrators to make sitewide customizations

Site customization lets you leverage your product and display data and to refine planogram creation, reporting, and usability for your organization's unique needs. These customizations could take the form of altering data displayed in tooltips, creating custom heatmaps to identify fast-moving products, changing what appears in planogram reports, and more.

Any time you see this icon , that signals this element can be customized.

Alternatively, to see all possible site customizations in one place, go to File -> Customize Site.

In most cases, here's how customization breaks down:

  1. Ordering Arrows: Click these arrow buttons to toggle the order in which these customizations appear to your users.
  2. Property Name: A name for this customization. This is how it will appear to your users. This can be anything you like!
  3. Type: Click to toggle if this will represent a single property, or a calculation on data.
  4. Expression: What data or calculation on data will be used to determine the property value?

    For customizations mapping to a calculation, you will type an Excel-like calculation.

    For customizations mapping to a single data property, you'll choose from a dropdown, with sections:

    • Default Data: Data you upload in your products spreadsheet that GoPlanogram supports out-of-the box, such as Height, Price, and CatalogName.
    • Custom Data: Data you upload in your products spreadsheet that is custom to your organization's needs. These are fields prefixed with "#".
    • Store Data: Data associated with the current Planogram's store. There will only be values here if there is store data associated with this Planogram. These fields are prefixed with "!". Common examples: !WeeklySales, !Inventory, !SaleItem
    • Dynamic Fields: A set of pre-supported properties whose values change based on user interaction with the planogram, such as FixtureName, Bay, and NumFacings().

  5. Hide Checkbox: If checked, this customization will be hidden from your users. Useful for hiding dormant customizations your organization may want to use later.
  6. Delete Button: Removes this customization from your site.

Refer to the documentation here as much as needed as you learn to customize your site. If you need more help, contact us at support@goplanogram.com.