4 Category Planning Task

There are six steps under the Category Planning task and each step contributes to the final category plan being derived from this task. The objective is to view and analyze information such as syndicated market data, syndicated household panel data, retailer's actuals and forecast data, loyalty program data, and so on. The analysis of this information brings in an understanding of a category's business from an internal performance, market, and consumer perspective which drives the review, creation, and approval of category plans. Category Plans consist of sub-category level targets in the form of various retail business measures such as Sales, Gross Profit, Inventory Level, Private Label specific, Promo specific, and so on, and an assignment of roles, strategies, and tactics for categories and sub-categories.

Category planning is used to define the retailer's strategy and determine how to assign category roles while allocating resources to available business opportunities. The lowest level of the location hierarchy under the category planning task, at which category planning is done and various analyses are presented, is trading area.

This task has the following steps:

• Category Performance Review Step

• Review Retail Strategy Step

• Assign Category Role Step

• Assign Category Strategies Step

• Assign Category Tactics Step

• Set Targets and Approve Category Plan Step

The following data is required for this task:

• Predefined consumer segments presented as foundation data such as product hierarchy, location hierarchy, and calendar hierarchy, loaded as part of domain setup

• Consumer segment distribution

• Predefined trading areas as part of the location hierarchy, which is again loaded as part of the domain setup

• Predefined tactics pick list and week/quarter mapping information from the administration workbooks

• Forecast from Oracle Retail Demand Forecasting (RDF)

• POS data of the retailer

• Market and household panel data from external sources, such as Nielsen, Symphony, IRI, and so on, needed for performing activities which consider market or consumer performance

• All external data precomputed or aggregated and not required to be recomputed within Category Planning

Create the Category Planning Workbook

To create the workbook:

1. Select the New Workbook icon in the Category Planning task.

   Figure 4-1 Category Planning Task

   
   

   The workbook wizard opens.

2. Select one location and move it to the Selected Items box. Click Next.

   Figure 4-2 Workbook Wizard Select Location Page

   
   

3. Select the calendar periods and move them to the Selected Items box. Click Next.

   Figure 4-3 Workbook Wizard Select Periods Page

   
   

4. Select the categories and move them to the Selected Items box. Click Finish.

   Figure 4-4 Workbook Wizard Select Category Page

   
   

The workbook is created.

Category Performance Review Step

The Category Performance Review Step is a dashboard view for the user to assess the performance of a category and sub-category against the targets set for the approved category plan. This assessment is made during the in-season to see the variance between plan and actuals and during the pre-season for past planning periods.

Scorecard Summary View

This step has one view, Scorecard Summary. Use this view to assess the performance categories and respective sub-categories.

The Scorecard Summary view also contains three measure profiles for basic retail parameters such as Sales, Gross Profit, and so on:

• Sales

• Promo Sales

• Private Label Sales

  Figure 4-5 Scorecard Summary Sales Measure Profile View

  
  

Table 4-1 lists the measures available in the Scorecard Summary Sales Measure Profile View.

Table 4-1 Scorecard Summary Sales Measure Profile Measures

Label	Definition
LY Sales R	Sales retail value, for a category or sub-category, per last year's actuals.
WP Sales R	Sales retail value, for a category or sub-category, in the working plan version of the category plan.
WP Sales var to LY R	The working plan's sales retail value's variance to the same in last year's actuals.
OP Sales R	The original plan assortment's sales retail value. The original plan represents the approved category plan and is used in assortment planning as the target sales retail value.
OP Sales var to LY R	The original plan's sales retail value's variance to the same in last year's actuals.
LY Gross Profit R	Last year's gross profit retail value (actuals) from the merchandise at the category and sub-category levels.
LY Gross Profit %	Last year's gross profit percentage from the merchandise at the category and sub-category levels.
WP Gross Profit R	The gross profit retail value from the merchandise in the working plan version of the category plan.
WP Gross Profit %	The gross profit percentage from the merchandise in the working plan version of the category plan.
WP Gross Profit var to LY R	The working plan's gross profit retail value's variance to last year's gross profit retail value actuals.
OP Gross Profit R	Approved category plan's (referred to as original plan) gross profit retail value. It is shared as a target with assortment planning and MSO.
OP Gross Profit %	Approved category plan's (referred to as original plan) gross profit percentage. It is shared as a target with assortment planning and MSO.
OP Gross Profit var to LY	The original plan's gross profit value's variance to the same in last year's actuals.
LY Avg Inv R	The average inventory retail value or stock retail value carried by the category or sub-category per last year's actuals. Average inventory retail value represents an average retail value of merchandise bought, received, and carried by the retailer before it gets sold at any point in time. This average inventory retail value is generally calculated on a weekly basis or a monthly basis to get an understanding of the money invested in inventory or buying merchandise.
WP Avg Inv R	The average inventory retail value to be carried by a category or sub-category in a given planning period, per the category plan's working plan version.
OP Avg Inv R	Average inventory retail value to be carried by a category or sub-category per the approved category plan or original plan.
LY Turn	Inventory turns per last year's actuals. It reflects the number of times the average inventory carried can be sold over a specified period of time.
WP Turn	Inventory turns in the working plan version of the category plan. It reflects the number of times the average inventory carried can be sold over a specified period of time.
OP Turn	Inventory turns in the approved category plan or original plan. It reflects the number of times the average inventory carried can be sold over a specified period of time.

Figure 4-6 Scorecard Summary Promo Sales Measure Profile View

Table 4-2 lists the measures available in the Promo Sales Measure Profile View.

Table 4-2 Scorecard Summary Promo Sales Measure Profile Measures

Label	Definition
LY Sales R	Sales retail value, for a category or sub-category, per last year's actuals.
WP Sales R	Sales retail value, for a category or sub-category, per the working plan version of the category plan.
WP Sales var to LY R	The working plan's sales retail value's variance to the same in last year's actuals.
OP Sales R	Approved category plan's (referred to as original plan) sales retail value. It is shared as a target with assortment planning and MSO.
OP Sales var to LY R	The original plan's sales retail value's variance to the same in last year's actuals.
LY Promo Sales R	Last year's promotional sales retail value actuals.
LY Promo Sales contrib to LY Sales R	Last year's promotional sales retail contribution, in percentage points, to the overall sales retail of last year's actuals.
Wp Promo Sales R	Promotional sales retail in the working plan version of the category plan.
WP Promo Sales contrib to WP Sales R	The promotional sales retail contribution, in percentage points, to the overall sales retail of the working plan version of the category plan.
WP Promo Sales var to LY R	The working plan's promotional sales retail value's variance to the same in last year plan's actuals.
OP Promo Sales R	Promotional sales retail in the original plan assortment.
OP Promo Sales contrib to OP Sales R	The original plan's promotional sales retail value's variance to the same in last year plan's actuals.
OP Promo Sales var to LY R	The original plan's promotional sales retail value's variance to the same in last year's actuals.
LY Gross Profit R	Last year's gross profit retail value (actuals) from the merchandise.
LY Gross Profit %	Last year's gross profit percentage from the merchandise.
WP Gross Profit R	The gross profit retail value from the merchandise in the working plan version of the category plan.
WP Gross Profit %	The gross profit percentage from the merchandise in the working plan version of the category plan.
WP Gross Profit var to LY R	The working plan's gross profit retail value's variance to last year's gross profit retail value actuals.
OP Gross Profit R	Approved category plan's (referred to as original plan) gross profit retail value. It is shared as a target with assortment planning and MSO.
OP Gross Profit %	Approved category plan's (referred to as original plan) gross profit percentage. It is shared as a target with assortment planning and MSO.
OP Gross Profit var to LY R	Gross profit retail value variance between the original plan and last year's actuals.

Figure 4-7 Scorecard Summary Private Label Measure Profile View

Table 4-3 lists the measures available in the Private Label Measure Profile View.

Table 4-3 Scorecard Summary Private Label Measure Profile Measures

Label	Definition
LY Sales R	Sales retail value, for a category or sub-category, per last year's actuals.
WP Sales R	Sales retail value, for a category or sub-category, per the working plan version of the category plan.
WP Sales var to LY R	The working plan's sales retail value's variance to the same in last year's actuals.
OP Sales R	Approved category plan's (referred to as original plan) sales retail value. It is shared as a target with assortment planning and MSO.
OP Sales var to LY R	The original plan's sales retail value's variance to the same in last year's actuals.
LY Private Label Sales R	Sales retail value from private label merchandise, for a category or sub-category, per last year's actuals.
LY Private Label Sales contrib to LY Sales R	Last year's sales retail contribution of private label merchandise to the overall sales retail in last year's actuals expressed in percentage points.
WP Private Label Sales R	The private label items' sales retail value in a working plan version of the category plan.
WP Private Label Sales contrib to WP Sales R	The sales retail contribution of private label merchandise to the overall sales retail of the working plan version of the category plan expressed in percentage points.
WP Private Label Sales var to LY R	The working plan's private label merchandise's sales retail variance to the same in last year's actuals.
OP Private Label Sales R	The private label items' sales retail value in the pre-season original plan assortment.
OP Private Label Sales contrib to OP Sales R	The original plan's private label sales retail value's contribution to the overall sales retail value in the original plan.
OP Private Label Sales var to LY R	The original plan's private label items' sales retail variance to the same in last year plan's actuals.
LY Gross Profit R	Last year's gross profit retail value (actuals) from the merchandise.
LY Gross Profit %	Last year's gross profit percentage from the merchandise.
WP Gross Profit R	The gross profit retail value from the merchandise in the working plan version of the category plan.
WP Gross Profit %	The gross profit percentage from the merchandise in the working plan version of the category plan.
WP Gross Profit var to LY R	The working plan's gross profit retail value's variance to last year's gross profit retail value actuals.
OP Gross Profit R	Approved category plan's (referred to as original plan) gross profit retail value. It is shared as a target with assortment planning and MSO.
OP Gross Profit %	Approved category plan's (referred to as original plan) gross profit retail percentage. It is shared as a target with assortment planning and MSO.
OP Gross Profit var to LY	Gross profit percentage from the merchandise per the original plan.
LY Private Label Gross Profit R	Gross profit retail of private label items in last year's assortment for the cluster.
LY Private Label Gross Profit %	Gross profit percentage of private label items in last year's assortment for the cluster.
WP Private Label Gross Profit R	The gross profit retail of private label items in a working plan assortment.
WP Private Label Gross Profit %	The gross profit percentage of private label items in a working plan assortment.
WP Private Label Gross Profit var to LY R	The working plan's private label items' gross profit retail's variance to the same in last year plan's actuals.
OP Private Label Gross Profit R	The original plan's private label merchandise's gross profit value. It is the original plan's sales retail value of private label merchandise sold minus the corresponding cost of goods sold (COGS).
OP Private Label Gross Profit %	The original plan's private label merchandise's gross profit value. It is the original plan's approved retail sales values minus the COGS. It is the whole divided by the retail sales value.
OP Private Label Gross Profit var to LY R	The original plan's private label merchandise's gross profit retail value's variation to last year's actuals.

Review Retail Strategy Step

Retailers need to view and analyze information from diverse sources and use that information to analyze target shoppers, trading area opportunities, and the competition. The category plans should be rooted to, or based on, the business context or business situation. This step brings in that understanding of the business situation in the market in which the retailer competes in terms of the potential business, consumer profile composition, their respective spends, and so on. This sets the foundation for the category planning process to begin. The retail strategy should answer the following questions:

• Who are the retailer's target shoppers and is the retailer reaching them?

• Who are the retailer's competitors for the target shopper?

• What opportunities exist to improve the retailer's competitive position?

• Which categories are most strategic in the market and for the retailer?

• How should the retailer assign category roles and resources while allocating resources to opportunities?

This step has the following views:

1. Analyze Target Shoppers View

2. Analyze Trading Area Opportunity View

3. Analyze Competition View

1. Analyze Target Shoppers View

Use this view to analyze target shoppers. Consumer demographic and psychographic information is presented against their relative presence, contribution, and spend in the market compared with the retailer. This analysis provides an insight into whether or not the retailer is stronger compared to the total market with respect to a particular consumer demographic group. It specifically provides insight into the following:

• Composition of the consumers shopping at the retailer as compared to the overall market.

• The percentage of the total spending in that market from a specific consumer profile.

The view exists at the following levels:

• Consumer Profile in the form of demographic and psychographic parameters such as, household income, number of children, and so on

• Trading Area such as Chicago or Atlanta

Figure 4-8 1. Analyze Target Shoppers

Table 4-4 lists the measures available in this view. The data is loaded from Household Panel data.

Table 4-4 1. Analyze Target Shoppers Measures

Label	Definition
Market Trading Area HH %	The percentage of market households that belong to a specific consumer segment profile based on meeting a specific demographic or psychographic parameter criteria.
Retailer Trading Area HH %	The percentage of market households that shop at the retailer and belong to a specific consumer segment profile based on meeting a specific demographic or psychographic parameter criteria.
Retailer HH diff Market HH	The difference between Market HH % and Retailer HH % that belong to a specific consumer segment profile based on meeting a specific demographic or psychographic parameter criteria.
Market Trading Area Spend %	The percentage of overall market spend produced by a specific consumer segment profile based on meeting a specific demographic or psychographic parameter criteria.
Retailer Trading Area Spend %	The percentage of overall market spend produced by a specific consumer segment profile based on meeting a specific demographic or psychographic parameter criteria while shopping at the retailer.
Retailer Spend Diff Market Spend	The difference in spend percentage between the market and the retailer. It is the difference between Market Spend % and Retailer Spend %.
Key Take Away	The user comments that can be saved for each task.

2. Analyze Trading Area Opportunity View

Use this view to see the analytics that identify whether or not target shoppers offer a good business opportunity by comparing selected metrics compared with the overall market averages and other consumer segments.

This view exists at the following levels:

• Consumer Segment, such as Gourmet Shoppers, Soccer Moms, and so on

• Trading Area

Figure 4-9 2. Analyze Trading Area Opportunity View

Table 4-5 lists the measures available in this view. The data is loaded from Household Panel data.

Table 4-5 2. Analyze Trading Area Opportunity Measures

Label	Definition
Total Shoppers Index	An index to assess a consumer segment's contribution to the overall sales volume at the retailer.
Shopping Frequency	The total number of shopping occasions of a consumer segment in a given time period (time-period as specified in the workbook build).
Shopping Frequency Index	An index value indicating the relative shopping frequency of a consumer segment compared with other consumer segments. This index is based on the shopping frequency values of different consumer segments and calculated using the index-to-average method.
# of Categories in Basket	The number of product categories with at least one item in a basket (customer's purchases or customer's basket). This measure is available at the trading area and consumer segment level.
# of Categories in Basket Index	An index value based on the # of Categories in Basket measure calculated using the index-to-average method, that is, the # of Categories in Basket divided by the average of # of Categories in Basket.
Avg. Basket Value	The average purchase value of a consumer for a particular consumer segment. The consumer's purchase is often referred to as consumer's basket.
Avg. Basket Value Index	An index indicating the relative size of a consumer segment's basket, or purchases, based on the average basket values of a consumer segment. It is calculated using the index-to-average method.
Key Take Away	The user comments that can be saved for each task.

3. Analyze Competition View

Use this view to determine who the retailer's strongest competitors are and if opportunities exist to improve the retailer's position.

This view exists at the following levels:

• Retailer, presenting the retailer and its competitors

• Trading Area

Figure 4-10 3. Analyze Competition View

Table 4-6 lists the measures available in this view. The measures are loaded from Household Panel data.

Table 4-6 3. Analyze Competition Measures

Label	Definition
Value Share	Category Planning Default Value Share Value. The calculated measure which uses the following formula: Penetration multiplied by Loyalty Index multiplied by Spending Index.
Penetration (% Buying at Retailer)	Category Planning Default Value Penetration (% Buying at Retailer) Percent. The percentage of households buying at the retailer.
Loyalty (% of Buyer Spend at Retailer)	Category Planning Default Value Loyalty (% of Buyer Spend at Retailer) Percent. The percentage of the spending that retail buyers spend at the retailer.
Spend Index	An index value based on the spend percentage, of the consumers or market as a whole, attracted by the retailer compared to the average spend percentage at the other retailers competing in the market. It is calculated by the index-to-average method.
Key Take Away	The user comments that can be saved for each task.

Assign Category Role Step

In a gamut of product categories, which the retailer stocks and sells, it is important to fix a role to each and every product category to clearly define and align with overall macro-retail business objectives set by the top management. This brings a sense of clarity, harmony, and synchronization among different product categories that are part of the retailer's portfolio. It helps the retailer in clearly defining and meeting business targets by defining appropriate assortments meeting consumer expectations. As previously described, category management is a practice to manage individual product categories as independent business units, but there is a certain role or a guideline to which each business unit needs to adhere to, which is brought in by the role assignment to categories. Category roles represent the importance and function of a product category in the overall category plan or in the larger scheme of things.

In the analogy presented, if a product category is an individual business unit, the category role is like a vision statement for the respective business unit. Similarly, strategies and tactics, which are assigned in the later part of the category planning process flow, are mission and goals to product categories and sub-categories. So, in effect, roles, strategies, and tactics to product categories are like the vision, mission, and goals for individual business units. Strategies suggest the overall approach to achieve the required category role. Tactics are a set of activities to attain the set strategy.

Assignment of roles, strategies, and tactics, fulfills the imminent need in a retail business, which is to orchestrate the whole business consisting of numerous product categories in a symphonic manner to maximize sales, profits, and produce optimum business results.

Roles, strategies and tactics along with category plan targets are shared with assortment planning and MSO tasks on approval. They are used as a reference or set of guidelines to make an assortment plan.

The retailer needs to view and analyze information from diverse sources, internal and external, and use that information to determine what role each category plays in the retailer's business so that the larger retail business objectives are met. Category planning provides the ability to analyze category roles by providing insight into which categories are most strategic in the market as well as which are most strategic for the retailers target shoppers. This analysis sets the foundation for understanding which categories should be assigned which roles within the retailer's portfolio. There are two industry models, Model A and Model B, used to assign roles to a category. Role assignment to a category also depends on the intent or overall game plan of the retailer to compete in the market, which is why, the user's (Category Manager's) discretion, is very important in the assignment of category roles.

This step initially presents market insights highlighting the market shares, growths, value shares, trends, and so on, cross-category consumer segment spend analysis, and internal cross-category performance analysis setting a stepping stone or background for category role assignments.

The following data is required for this step:

• Retailer's loyalty data

• Market scan data

• Household Panel data

This step contains two Measure Profiles:

• Market

• Retailer

This step also contains the following tabs and views:

• Analyze Market Share and Growth Tab:

  1. Analyze Market Share and Growth View

  2. Analyze Sales Trends View

  3. Analyze Profit Contribution View

  4. Analyze Value Share View

• Analyze Consumer Spend Tab:

  5. Analyze Cross Category Spending View

  6. Analyze Spend Versus Frequency View

  7. Analyze Consumer Purchase Behavior View

  8. Analyze Category Buyer Conversion View

  9. Analyze Consumer Segment Cross Category Spending View

• Quadrant Analysis Tab:

  Mkt Share / Growth / Category Size

  Mkt Share / Growth / Sales View

  Retailer Share / Growth / Category Size View

  Retailer Share / Growth / Sales View

• Analyze and Assign Category Role - Industry Model A Tab:

  1. Analyze Historic Performance - Industry Model A View

  2. Analyze Forecasted Performance - Industry Model A View

  3. Assign Category Roles - Industry Model A View

• Analyze and Assign Category Role - Industry Model B Tab:

  1. Analyze Historic Performance - Industry Model B View

  2. Analyze Forecasted Performance - Industry Model B View

  3. Assign Category Roles - Industry Model B View

Analyze Market Share and Growth Tab

This tab presents a combined view of market insights and the retailer's standing in the market in terms of various business parameters. The analyses presented under this tab are mostly self-explanatory and elaborated upon, if required. This provides market business context information or highlights the business situation of the market for a product category. In effect, it builds the required market business background for the category manager to come out with a suitable and optimum category plan.

1. Analyze Market Share and Growth View

Use this view to analyze which categories are growing fastest in the market and which of the categories are the strongest for the retailer as compared to all competitors across all consumer segments.

The following figure shows the four views for this tab.

Figure 4-11 1. Analyze Market Share and Growth Tab Views

This view exists at the following levels:

• Category

• Trading Area

Figure 4-12 1. Analyze Market Share and Growth View (Market Measure Profile)

Table 4-7 lists the measures available in this view. The measures are loaded from market scan competitive data.

Table 4-7 1. Analyze Market Share and Growth Measures (Market Measure Profile)

Label	Definition
Market Sales R	The sales retail value of the merchandise in the market, typically at the trading area level or above. This information is sourced from third parties providing syndicated data such as, Nielsen, IRI, and so on, on a quarterly basis.
Market Share %	The quantum or percentage of sales generated by a particular product or a product segment, such as a sub-category, towards the overall sales retail of the sub-category, category, and so on.
Retailer Market Share %	The retailer's sales retail value share of the overall market for a sub-category or a category.
WP Sales Growth R %	The working plan's sales retail's growth rate.
Market Inv Turn	This measure reflects the market's (typically, trading area level or above) average inventory, taking into consideration all the retailers competing in the market. Inventory turns are defined as the number of times a retailer sells out its inventory at a location (for example a store, DC, a fulfillment center, and so on) in a given period of time. It represents the speed with which inventory is sold. Inventory Turns are calculated by dividing Sales by Average Inventory. If a retailer turns its inventory 22 times a year, it means that, on average, the retailer purchases and sells a product 22 times a year.
Market Inv Turn Rank	An ordinal rank assigned to product segment (sub-category, category, and so on) on the basis of the Market Inv Turn measure.

Figure 4-13 1. Analyze Market Share and Growth View (Retailer Measure Profile)

Table 4-8 lists the measures available in this view. The measures are loaded from retailer scan competitive data.

Table 4-8 1. Analyze Market Share and Growth Measures (Retailer Measure Profile)

Label	Definition
LY Sales R	Sales retail value, for a category or sub-category, per last year's actuals.
Fc Sales R	Forecasted sales retail value for a specific time period. It is generated in RCM by using Automated Exponential Smoothing (AutoES) libraries sourced from RDF. AutoES libraries are embedded in RCM. AutoES uses historic data to generate these forecasts. It can be scheduled periodically through batch jobs.
WP Sales R	Sales retail value, for a category or sub-category, in the working plan version of the category plan.
LY Gross Profit R	Last year's gross profit retail value (actuals) from the merchandise presented at the category and sub-category levels.
LY Gross Profit %	Last year's gross profit percentage from the merchandise presented at the category and sub-category levels.
WP Gross Profit R	The gross profit retail from the merchandise in the working plan version of the category plan.
WP Gross Profit %	The gross profit percentage from the merchandise in the working plan version of the category plan.

2. Analyze Sales Trends View

Use this view to determine the category role between seasonal and convenience. Using the chart, you can infer which of the categories exhibit seasonal behavior. This information is best viewed as a column chart.

This view exists at the following levels:

• Week

• Sub-Category

• Trading Area

Figure 4-14 2. Analyze Sales Trends View

Table 4-9 lists the measures available in this view.

Table 4-9 2. Analyze Sales Trends Measures

Label	Definition
WP Sales R	Sales retail value, for a category or sub-category, per last year's actuals.
Fc Sales R	Forecasted sales retail value for a specific time period. It is generated in RCM by using AutoES libraries sourced from RDF. AutoES libraries are embedded in RCM. AutoES uses historic data to generate these forecasts. It can be scheduled periodically through batch jobs.
LY Sales R	The sales units from the merchandise in the working plan version of the category plan.
WP Sales U	The working plan assortment's sales units.
Fc Sales U	Forecasted sales retail units for a specific time period. It is generated in RCM by using AutoES libraries sourced from RDF. AutoES libraries are embedded in RCM. AutoES uses historic data to generate these forecasts. It can be scheduled periodically through batch jobs.
LY Sales U	Sales retail value, for a category or sub-category, per last year's actuals.
WP Sales var to Fc U	Variation of sales units in the working plan version of the category plan to the same in the forecast.
WP Sales var to LY U	Variation of sales units in the working plan version of the category plan to the same in last year's actuals.

3. Analyze Profit Contribution View

Use this view to determine how each sub-category contributes to the overall margin and profit of the category. This information is best viewed as a scatter chart.

This view exists at the following levels:

• Trading Area

• Sub-Category

• Quarter

Figure 4-15 3. Analyze Profit Contribution View

Table 4-10 lists the measures available in this view.

Table 4-10 3. Analyze Profit Contribution Measures

Label	Definition
LY Gross Profit R	Last year's gross profit retail value (actuals) from the merchandise.
LY Gross Profit %	Last year's gross profit percentage from the merchandise.
WP Gross Profit R	The gross profit retail value from the merchandise in the working plan version of the category plan.
WP Gross Profit %	The gross profit percentage from the merchandise in the working plan version of the category plan.

4. Analyze Value Share View

Use this view to analyze the value share. This information is best viewed as a bubble chart.

Figure 4-16 4. Analyze Value Share View

Table 4-11 lists the measures available in this view.

Table 4-11 4. Analyze Value Share Measures

Label	Definition
Spend Index	An index value based on the spend percentage of the consumers attracted by the retailer compared to the average spend percentage at the other retailers competing in the market. It is calculated by the index-to-average method.
Value Share	Value share of the retailer is calculated using the formula: (Penetration) multiplied by (Loyalty Index) multiplied by (Spending Index).
Loyalty (% of Buyer Spend at Retailer)%	Category Planning Default Value Loyalty (% of Buyer Spend at Retailer) Percent. The share of annual category requirements that the consumer is able to satisfy with a single brand (size, type, flavor, and so on). For example, if a consumer makes 10 purchases annually in a given category, 3 of which are made of Brand A, Brand A would have a 30% loyalty, (3/10 = 30%). This measure enables the distributor to discriminate in favor of those items for which targeted consumers have shown a higher loyalty to purchase versus other products within the category. The discontinuation of these products could result in the target consumer leaving the store. Loyalty is converted into an index by comparing (dividing) the loyalty of Brand A by the average loyalty of all brands within the category. Loyalty and the loyalty index can be measured at all levels of data analysis (brand, size, flavor, SKU, and so on).
Penetration (% Buying at Retailer)	The percent of households buying at the retailer.

Analyze Consumer Spend Tab

This tab presents cross-category consumer spend analysis at different levels including the overall market level, retailer level, and competitor level. Consumer spend metrics consist of parameters such as Purchase Frequency, Item Penetration, Annual Spend, and so on. It helps the retailer assessing the consumer spending patterns and identifying its target consumer segments.

The following figure shows the initial views displayed for this tab.

Figure 4-17 Analyze Consumer Spend Tab Views

5. Analyze Cross Category Spending View

Use this view to analyze which categories are shopped more frequently, have a higher market share, or represent higher market growth compared to other categories for the retailer. This information is best viewed as a bubble chart.

Figure 4-18 5. Analyze Cross Category Spending View

The view exists at the following levels:

• Trading Area

• Category

Table 4-12 lists the measures available in this view. The measures are loaded from Household Panel data.

Table 4-12 5. Analyze Cross Category Spending Measures

Label	Definition
Item Trips per Buyer	The average number of times a customer makes a shopping trip for a particular item or a set of merchandise.
Purchase Frequency	The total number of times an item or merchandise from a particular product group is purchased in a given time period. It is also looked at consumer segment-wise.
Market Share %	The quantum or percentage of sales generated by a particular product or a product segment, such as a sub-category, towards the overall sales retail of the sub-category, category, and so on.
Retailer Market Share %	The retailer's sales retail value share of the overall market for a sub-category or category.
Market Sales Growth %	The percentage increase or decrease in sales retail volume for the entire market compared to the previous time period.
Item Revenue per Buyer	An item's average retail sales per customer, buyer, or shopper.

6. Analyze Spend Versus Frequency View

Use this view to identify which categories are important for those customers who shop at the retailer. This information is best viewed as a scatter chart.

This view exists at the following levels:

• Consumer Segment

• Trading Area

• Category

Figure 4-19 6. Analyze Spend vs. Frequency View

Table 4-13 lists the measures available in this view. The measures are loaded from market scan and retailer data.

Table 4-13 6. Analyze Spend Vs. Frequency Measures

Label	Definition
Annual Spend Index	An index indicating the average annual spend on a product category relative to other product categories. It is calculated by an index-to-average method using the spends for different product categories. This measure is presented at the consumer segment level.
Purchase Frequency	The total number of times an item or merchandise from a particular product group is purchased in a given time period. It is also looked at consumer segment-wise.

7. Analyze Consumer Purchase Behavior View

Use this view to analyze consumer purchase behavior across categories.

This view exists at the following levels:

• Category

• Consumer Segment

Figure 4-20 7. Analyze Consumer Purchase Behavior

Table 4-14 lists the measures available in this view.

Table 4-14 7. Analyze Consumer Purchase Behavior Measures

Label	Definition
Item Penetration %	The percentage of households from a specific market/region/trading area that purchased an item or an item from a product group at least once within a given time frame.
Item Revenue per Buyer	An item's average retail sales per customer, buyer, or shopper.
Item Trips per Buyer	The average number of times a customer makes a shopping trip for a particular item or a set of merchandise.
Item Spend per Item per Trip	An item's retail sales value per customer's trip.
Item Spend on Promotion %	An item's promotional sales share of the overall retail sales.

8. Analyze Category Buyer Conversion View

Use this view to compare the percentage of buyer conversion of the retailer with that of named competitors.

Figure 4-21 8. Analyze Category Buyer Conversion View

This view exists at the following levels:

• Category

• Retailer, presenting the retailer and its competitors

• Consumer Segment

• Trading Area

Table 4-15 lists the measure available in this view.

Table 4-15 8. Analyze Category Buyer Conversion Measure

Label	Definition
Buyer Conversion Rate	Percentage of shoppers who buy an item from a sub-category or category, out of the total shoppers who shop at the store or the retailer.

9. Analyze Consumer Segment Cross Category Spending View

Use this view to determine what is more important for spending to each of the consumer segments. This can be based on market data and retailer data.

The view exists at the following levels:

• Category

• Trading Area

• Quarter

• Consumer Segment

Figure 4-22 9. Analyze Consumer Segment Cross Category Spending View

Table 4-16 lists the measures available in this view. The measures are loaded from market scan and retailer data.

Table 4-16 9. Analyze Consumer Segment Cross Category Spending Measures

Label	Definition
# Baskets with Category	The number of baskets (customer purchases or customer baskets) that contain at least one item from the product category. This measure is available at the consumer segment level.
# Baskets with Category Rank	An ordinal rank (sequential rank) assigned to a product category based in the # Baskets with Category measure.
Transaction Size with Category	The average basket share value for a particular product category in a customer's basket.
Transaction Size with Category Rank	An ordinal rank based on the Transaction Size with Category for a category relative to other product categories.
Annual Spend Index	An index indicating the average annual spend on a product category relative to other product categories. It is calculated by an index-to-average method using the spends for different product categories. This measure is presented at the consumer segment level.
Annual Spend Index Rank	An ordinal rank (sequential rank) assigned to a product category based on the Annual Spend Index measure.
Purchase Frequency	The total number of times an item or merchandise from a particular product group is purchased in a given time period. It is also looked at consumer segment-wise.
Purchase Frequency Rank	An ordinal rank based on the purchase frequency.

Quadrant Analysis Tab

Quadrant Analysis, under this step, presents cross-category quantitative performance analysis of the retailer compared the overall market. It provides quick snapshot views of the retailer's standing compared the market for a category.

This tab has four views. Figure 4-23 shows those views.

Figure 4-23 Quadrant Analysis Views

Mkt Share / Growth / Category Size

Use this view to analyze market share, growth, and category size. This information is best viewed as a bubble chart.

Figure 4-24 Market Share / Growth / Category Size View

Table 4-17 lists the measure available in this view. The measure is loaded from market scan and retailer data.

Table 4-17 Mkt Share / Growth / Category Size Measures

Label	Definition
Market Share %	The quantum or percentage of sales generated by a particular product or a product segment, such as a sub-category, towards the overall sales retail of the sub-category, category, and so on.
Market Share Growth %	The rate at which the market sales revenue is growing for a sub-category or category.
Market Sales R	The sales retail value of the merchandise in the market, typically at the trading area level or above. This information is sourced from third parties providing syndicated data such as, Nielsen, IRI, and so on, on a quarterly basis.

Mkt Share / Growth / Sales View

Use this view to analyze market share, growth, and sales. This information is best viewed as a bubble chart.

Figure 4-25 Mkt Share / Growth / Sales View

Table 4-18 lists the measures available in this view. The measures are loaded from market scan and retailer data.

Table 4-18 Mkt Share / Growth / Sales Measures

Label	Definition
Market Share %	The quantum or percentage of sales generated by a particular product or a product segment, such as a sub-category, towards the overall sales retail of the sub-category, category, and so on.
Retailer Market Share %	The retailer's sales retail value share of the overall market for a sub-category or category.
WP Sales R	The working plan assortment's sales retail value.

Retailer Share / Growth / Category Size View

Use this view to analyze retailer share, growth, and category size. This information is best viewed as a bubble chart.

Figure 4-26 Retailer Share / Growth / Category Size View

Table 4-19 lists the measures available in this view. The measures are loaded from market scan and retailer data.

Table 4-19 Retailer Share / Growth / Category Size Measures

Label	Definition
Retailer Market Share %	The retailer's sales retail value share of the overall market for a sub-category or category.
WP Sales Growth R%	The working plan's sales retail's growth rate.
Market Sales R	The sales retail value of the merchandise in the market, typically at the trading area level or above. This information is sourced from third parties providing syndicated data such as, Nielsen, IRI, and so on, on a quarterly basis.

Retailer Share / Growth / Sales View

Use this view to analyze retailer share, growth, and sales. This information is best viewed as a bubble chart.

Figure 4-27 Retailer Share / Growth / Sales View

Table 4-20 lists the measures available in this view. The measures are loaded from market scan and retailer data.

Table 4-20 Retailer Share / Growth / Sales Measures

Label	Definition
Retailer Market Share %	The retailer's sales retail value share of the overall market for a sub-category or category.
WP Sales Growth R%	The working plan's sales retail's growth rate.
WP Sales R	Sales retail value, for a category or sub-category, in the working plan version of the category plan.

Analyze and Assign Category Role - Industry Model A Tab

Roles are assigned at the category level in the product hierarchy. Category roles represent the importance and function of a product category in the overall category plan or in the larger scheme of things.

Use this tab to analyze and assign the role of each category based on different Category Management frameworks and capabilities. There are two industry models available as part of the base GA solution. These industry models draw from industry standard best practices. However, it is possible to configure or customize the framework to meet your individual currently used best practice, leveraging the configuration framework in RPAS. It is important to understand that role assignment is based on market and consumer-focused analysis combined with industry standard frameworks for automated role assignment. The expectation is that the user leverages insights from upstream analysis, retailer strategies, as well as recommendations from industry standard frameworks to override, assign, and approve category roles.

This tab presents Model A for category role assignment. Model A assigns a role to categories from a consumer perception of a category's importance in the retailer's portfolio of categories' perspective. The consumer perception being referred to does not look at individual consumer segment level perceptions, rather it looks at all the consumer segment levels. In other words, there is no consumer segment dimension available here.

The data required for this analysis comes from the retailer's POS data and does not have details broken down by consumer segment. However, this data can be aggregated on the product hierarchy. Model A requires a plot or a bubble-chart of Item Penetration (X-Axis) versus Purchase Frequency (Y-Axis) plotted for individual categories and Sales Value (Bubble-Size). It is also used to represent the size of individual categories. Roles are defined on the basis of relative position and size of categories on the plot/chart. The data used to derive these roles can be forecast data from a forecasting application (such as RDF) or historic data (actuals) in the form of LY data.

Model A requires the following data:

• Retailer's POS data

• Retailer's forecast data

• Household Panel data

Category roles pre-defined in Industry Model A consists of:

• Destination

• Routine

• Occasional / Seasonal

• Convenience

Figure 4-28 shows the views for this tab.

Figure 4-28 Analyze and Assign Category Roles - Industry Model A Tab Views

1. Analyze Historic Performance - Industry Model A View

Use this view to analyze historic performance for determining category roles, such as the following:

• Destination: Destination categories are identified by their high penetration and purchase frequency and large sales revenue. The objective is to be the primary category provider and help define the retailer as the store of choice by delivering consistent value, superior target consumer value.

• Routine: Routine categories have medium-high penetration and purchase frequency and medium sales revenue. The objective of routine category is to be one of the preferred category providers and help develop the retailer as the store of choice by delivering consistent, competitive target consumer value.

• Seasonal: Seasonal category's objective is to be a major category provider and help reinforce the retailer as the store of choice by delivering frequent, competitive target consumer value.

• Convenience: Convenience categories are represented by average low penetration, purchase frequency, and low sales revenue. The goal of such a category is to be a category provider and help reinforce the retailer as the full-service store of choice by delivering good target consumer value.

This information is best viewed as a bubble chart.

Figure 4-29 1. Analyze Historic Performance Role - Industry Model A View

Table 4-21 lists the measures available in this view. The measures are loaded from market scan and retailer data.

Table 4-21 1. Analyze Historic Performance - Industry Model A Measures

Label	Definition
LY Item Penetration %	The percentage of households from a specific market (typically at the trading area level or above) that purchased an item or an item from a product group at least once in last year's assortment.
LY Purchase Frequency	The total number of times an item or merchandise from a particular product group (sub-category, category, and so on) is purchased in a given time period in last year sales. It is also looked at consumer segment-wise.
LY Sales R	Sales retail value, for a category or sub-category, per last year's actuals.

2. Analyze Forecasted Performance - Industry Model A View

Use this view to analyze forecasted performance for determining category roles. Similar to the Analyze Historic Performance - Industry Model A view, this view plots the charts based on forecasted values for item penetration percentage, purchase frequency, and sales retail value.

This view exists at the following levels:

• Trading Area

• Consumer Segment

• Category

Figure 4-30 2. Analyze Forecasted Performance - Industry Model A View

Table 4-22 lists the measures available in this view. The measures are loaded from market scan and retailer data.

Table 4-22 2. Analyze Forecasted Performance - Industry Model A Measures

Label	Definition
Fc Item Penetration %	The percentage of households from a specific market/region/trading area that purchased an item or an item from a product group at least once per the forecast. This measure is sourced from a third party, such as Nielsen, or some external system and loaded into RCM.
Fc Purchase Frequency	The total number of times an item or merchandise from a particular product group is purchased in a given time period per the forecast. It is also looked at consumer segment-wise. This measure is sourced from a third party, such as Nielsen, or some external system and loaded into RCM.
Fc Sales R	Forecasted sales retail value for a specific time period. It is generated in RCM by using AutoES libraries sourced from RDF. AutoES libraries are embedded in RCM. AutoES uses historic data to generate these forecasts. It can be scheduled periodically through batch jobs.

3. Assign Category Roles - Industry Model A View

Use this view to assign category roles based on historic and forecasted performance. You are able to override the role recommended by the system. These roles drive the preset weights, which are specified in the Category Management Administration task, to help drive the assortment recommendations which best align with the role.

This view exists at the following level:

• Category

• Trading Area

• Quarter

Figure 4-31 3. Assign Category Roles - Industry Model A View

Table 4-23 lists the measures available in this view.

Table 4-23 3. Assign Category Roles - Industry Model A Measures

Label	Definition
LY Recommended Role - Industry Model A	The role recommended to a category per Industry Model A using last year's actuals for the respective measures. The assignment happens on the basis of the definition of roles previously described.
Fc Recommended Role - Industry Model A	The role recommended to a category per Industry Model A based on the forecasted data for the respective measures. The assignment happens on the basis of definition of roles described previously described.
WP Override Role - Industry Model A	This measure provides a facility to override the system-recommended role per Industry Model A in the working plan version of the category plan. It has a drop-down list containing a pick list of roles.
LY Assigned Role - Industry Model A	The role assigned to a category per Industry Model A in last year's category plan.
WP Assigned Role - Industry Model A	The final role assigned to a category per Industry Model A in the working plan version of the category plan.
OP Assigned Role - Industry Model A	The final role assigned to the category per Industry Model A in the approved working plan version of the category plan, known as the original plan.

Analyze and Assign Category Role - Industry Model B Tab

Industry Model B looks at the business generated by a product category from a retailer's point of view trying to assess the relative importance of a product category in the retailer's portfolio of categories. The data required for this analysis comes from the retailer's POS data aggregated to the category level on product hierarchy. Model B requires a plot of Sales R and Gross Profit % to derive roles for the respective categories. Roles are defined on the basis of relative positioning of categories on the plot/chart. The data used to derive these roles can be forecast data from a forecasting application (such as RDF) or historic data (actuals) in the form of LY data.

The following data is required:

• Retailer's POS data

• Retailer's forecast data

Category roles defined using Industry Model B:

• Flagship: Flagship categories are identified by their high sales and high gross margin. The objective of such categories is to increase sales/maintain margin or maintain sales and increase margin.

• Cash Machine: Cash Machine categories are represented by high sales and medium gross margin. The objective is to increase sales and maintain profits or maintain sales/increase profits.

• Maintain: Maintain categories are identified by low sales and high gross margin. The goal is to maintain sales and profits or increase sales and maintain profits.

• Core Traffic: Core Traffic categories are represented by high sales and low gross margin. The target is to decrease sales and increase profits or maintain sales and profits.

• Under Fire: Under Fire categories have medium sales and low gross margin. The objective is to decrease sales and increase profits or maintain sales and increase profits of such categories.

• Rehab: Rehab categories are characterized by low sales and low gross margin the goal is to decrease sales and increase profits.

Figure 4-41 shows the views for this tab.

Figure 4-32 Analyze and Assign Category Role - Industry Model B Tab Views

1. Analyze Historic Performance - Industry Model B View

Use this view to analyze and determine category roles based on historic performance of the categories. The coordinates of a category in the chart form the basis of the assignment of roles to categories. Six roles are assigned using Industry Model B: Flagship, Cash Machine, Maintain, Core Traffic, Under Fire, and Rehab. This information is best viewed as a bubble chart.

Figure 4-33 1. Analyze Historic Performance Role - Industry Model B View

Table 4-24 lists the measures available in this view. The measures are loaded from market scan and retailer data.

Table 4-24 1. Analyze Historic Performance - Industry Model B Measures

Label	Definition
LY Sales R	Sales retail value, for a category or sub-category, per last year's actuals.
LY Gross Profit %	The gross profit percentage from the merchandise in last year's assortment. This measure is different than the LY Assort Gross Profit % measure as it reflects gross profit percentage for all items irrespective of whether or not these items are part of last year's assortment.

2. Analyze Forecasted Performance - Industry Model B View

Use this view to analyze forecasted performance for determining category roles. Similar to the Analyze Historic Performance - Industry Model B view, this view provides a facility to determine the roles for a category per Industry Model B based on forecasted data for the respective measures. The coordinates of a category in the chart form the basis of assignment of roles to categories. Six roles are assigned using Industry Model B: Flagship, Cash Machine, Maintain, Core Traffic, Under Fire, and Rehab.

This view exists at the following levels:

• Trading Area

• Consumer Segment

• Category

Figure 4-34 2. Analyze Forecasted Performance - Industry Model B View

Table 4-25 lists the measures available in this view. The measures are loaded from market scan and retailer data.

Table 4-25 2. Analyze Forecasted Performance - Industry Model B Measures

Label	Definition
Fc Sales R	Forecasted sales retail value for a specific time period. It is generated in RCM by using AutoES libraries sourced from RDF. AutoES libraries are embedded in RCM. AutoES uses historic data to generate these forecasts. It can be scheduled periodically through batch jobs.
Fc Gross Profit %	The gross profit percentage from the merchandise per the forecast.

3. Assign Category Roles - Industry Model B View

Use this view to assign category roles based on historic and forecasted performance. You are able to override the role recommended by the system. These roles drive the preset weights, which are specified in the Category Management Administration task, to help drive the assortment recommendations which best align with the role.

This view is a standard table at the following levels:

• Category

• Trading Area

• Quarter

Figure 4-35 3. Assign Category Roles - Industry Model B View

Table 4-26 lists the measures available in this view.

Table 4-26 3. Assign Category Roles - Industry Model B Measures

Label	Description
LY Recommended Role - Industry Model B	The role recommended to a category per Industry Model B in last year's assortment.
Fc Recommended Role - Industry Model B	The role recommended to a category per Industry Model B and the forecasted values of respective measures.
WP Override Role - Industry Model B	Category Planning Working Plan Override Role - Industry Model B Text. An override field giving the user an option to overwrite the category role that is being suggested by Model B being used for category role assignment.
LY Assigned Role - Industry Model B	The role assigned to a category per Industry Model B in last year's category plan.
WP Assigned Role - Industry Model B	The role assigned to a category per Industry Model B in the working plan.
OP Assigned Role - Industry Model B	Category Planning Original Plan Assigned Role - Industry Model B Text. The Pre-Season Approved Category Role (Industry Model B).

Assign Category Strategies Step

Strategies suggest the overall approach to achieve the required or assigned role to a category. If roles represent the vision of a business unit, then strategies represent the mission of the business unit. Strategies are generally assigned at the sub-category level, but sometimes at the category level as well. Strategies are assigned on the basis of specific analysis of historic or forecast data at a specific consumer segment level or overall consumer segment level. It is important to note here that the user's discretion, as in role assignment, plays an important role in strategy assignment.

It is also important to note here that strategies assigned to a product category influence the weights assignment for IPI calculations. The system-recommended assortment can be generated using the IPI-based assortment method in the Assortment Planning process.

Strategies along with roles, tactics and category plan targets are shared with assortment planning and MSO tasks. They are used as a reference or a set of guidelines in assortment planning and MSO.

Use this step to evaluate category purchase dynamics and assign appropriate strategies to sub-category/brand. Based on different metrics, define the strategies for each sub-category.

The specific set of strategies that can be assigned in this step in the following:

• Cash Generating: Identified by plotting a chart between Purchase Frequency and Inventory Turns.

• Excitement Generating: Represented by spikes in Sales (LY/Forecast) during a festive period.

• Image Enhancing: Identified by looking at a chart between Purchase Frequency and Retail Sales.

• Profit Generating: Has a high bottom-line or gross profit retail value.

• Traffic building: Identified by looking at a chart between Market Share and Purchase Frequency.

• Transaction Building: Identified by plotting a graph between Purchase Frequency And Basket Value.

• Turf-Defending: Represented by having a high average Buyer Conversion Rate.

The following data is required for defining the Assign Category Strategies task:

• Retailer's POS data

• Predefined category strategies

This step has the following views:

1. Assign Strategies View

2. Identify Cash Generators View

3. Identify Excitement Generators View

4. Identify Image Enhancer View

5. Identify Profit Generators View

6. Identify Traffic Builders View

7. Identify Transaction Builders View

8. Identify Turf-Defenders View

1. Assign Strategies View

Use this view to assign strategies based on the relevant performance behavior. Assigning Strategies is a key component of calculating and working with IPIs in Assortment Planning. These strategies drive the preset weights, which are specified in the Category Management Administration task, to help drive the assortment recommendations which best align with the role.

Figure 4-36 1. Assign Strategies View

Table 4-27 lists the measures available in this view.

Table 4-27 1. Assign Strategies Measures

Label	Definition
LY Strategy Assignment	A strategy assigned to a category or sub-category in last year's category plan. Strategy represents the overall approach to attain the assigned role to a category.
WP Strategy Assignment	A strategy assigned to a sub-category or category in the working plan in Category Planning. Strategy represents the overall approach to attain the assigned role to a category.
OP Strategy Assignment	A strategy assigned to a sub-category or a category in the original plan in Category Planning. Strategy represents the overall approach to attain the assigned role to a category.

2. Identify Cash Generators View

Use this view to plot shopping frequency versus market turns (sales units). Sub-categories, with a large bubble in the top right corner on the bubble chart, qualify for this strategy. This information is best viewed as a bubble chart.This view exists at the following level:

• Any static or dynamic level in the Product dimension

Figure 4-37 2. Identify Cash Generators View

Table 4-28 lists the measures available in this view.

Table 4-28 2. Identify Cash Generators Measures

Label	Definition
WP Turn	Inventory turns in a working plan. It reflects the number of times the carried inventory can be rolled over in a specified period of time.
Purchase Frequency	The total number of times an item or merchandise from a particular product group is purchased in a given time period. It is also looked at consumer segment-wise.
WP Sales by Consumer Seg U	The sales units contribution in percentage points by a consumer segment to the overall sales units in the working plan assortment. It is used to identify excitement generating, a type of strategy assignment, sub-categories in Category Planning.

3. Identify Excitement Generators View

Use this view to plot sales dollars as a trend:

• Any sub-category that demonstrates seasonal purchases and is high-impulse and lifestyle-oriented, is flagged as excitement-generating on a scale of excellent versus possible versus poor.

• These attributes are not determined systematically. They are left to the interpretation of the business users.

This information is best viewed as a line chart.

Figure 4-38 3. Identify Excitement Generators View

Table 4-29 lists the measures available in this view.

Table 4-29 3. Identify Excitement Generators Measures

Label	Definition
LY Sales by Consumer Seg R	The sales retail contribution in percentage points by a consumer segment to the overall sales retail in last year's assortment.
Fc Sales R	Forecasted sales retail value for a specific time period. It is generated in RCM by using AutoES libraries sourced from RDF. AutoES libraries are embedded in RCM. AutoES uses historic data to generate these forecasts. It can be scheduled periodically through batch jobs.
WP Sales by Consumer Seg R	The sales retail contribution in percentage points by a consumer segment to the overall sales retail in the working plan. It is used to identify excitement generators, a type of strategy assignment, sub-categories in Category Planning.

4. Identify Image Enhancer View

Use this view to perform quadrant analysis to plot purchase-frequency against Promo % (percentage bought on promotion). Sub-categories, in the top right corner, are flagged as an excellent fit and so on. This information is best viewed as a bubble chart.

This view exists at the following level:

• Any static or dynamic level in the Product dimension

Figure 4-39 4. Identify Image Enhancer View

Table 4-30 lists the measures available in this view.

Table 4-30 4. Identify Image Enhancer Measures

Label	Definition
Purchase Frequency	The total number of times an item or merchandise from a particular product group is purchased in a given time period. It is also looked at consumer segment-wise.
Wp Sales by Consumer Seg R	The sales retail contribution in percentage points by a consumer segment to the overall sales retail in the working plan. It is used to identify excitement generators, a type of strategy assignment, sub-categories in Category Planning.
WP Promo Sales contrib to Sales by Consumer Seg R	The contribution (in percentage points) of promotional sales retail towards the overall sales retail at the consumer segment level. It is used to identify image enhancers, a type of strategy, sub-categories in Category Planning.
Fc Sales R	Forecasted sales retail value for a specific time period. It is generated in RCM by using AutoES libraries sourced from RDF. AutoES libraries are embedded in RCM. AutoES uses historic data to generate these forecasts. It can be scheduled periodically through batch jobs.

5. Identify Profit Generators View

Use this view to plot histograms for the profit (or GM) percentage of each sub-category. Excellent versus possible versus poor are based on predefined thresholds. This information is best viewed as a column chart.This view exists at the following level:

• Any static or dynamic level in the Product dimension

Figure 4-40 5. Identify Profit Generators View

Table 4-31 lists the measures available in this view.

Table 4-31 5. Identify Profit Generators Measure

Label	Definition
WP Gross Profit by Consumer Seg R	The gross profit retail value for a consumer segment. It is used to identify profit generator, a type of strategy, sub-categories in Category Planning.

6. Identify Traffic Builders View

Use this view to create a bubble chart to plot market share versus frequency:

• Sub-categories in the top-right segment and large bubble are considered ideally suited.

• Based on fit, categories are classified as excellent, possible, or poor.

This information is best viewed as a bubble chart.This view exists at the following level:

• Any static or dynamic level in the Product dimension

Figure 4-41 6. Identify Traffic Builders View

Table 4-32 lists the measures available in this view.

Table 4-32 6. Identify Traffic Builders Measures

Label	Definition
WP Sales contrib to Market Sales by Consumer Seg R	Category Planning Working Plan Sales contribution to Market Sales by Consumer Segment Retail Percent.
Purchase Frequency	The total number of times an item or merchandise from a particular product group is purchased in a given time period. It is also looked at consumer segment-wise.
WP Sales by Consumer Seg R	The sales retail contribution in percentage points by a consumer segment to the overall sales retail in the working plan. It is used to identify excitement generators, a type of strategy assignment, sub-categories in Category Planning.
Fc Sales R	Forecasted sales retail value for a specific time period. It is generated in RCM by using AutoES libraries sourced from RDF. AutoES libraries are embedded in RCM. AutoES uses historic data to generate these forecasts. It can be scheduled periodically through batch jobs.

7. Identify Transaction Builders View

Use this view to create a bubble chart to plot shopping frequency versus basket value. Sub-categories, with a large bubble in the top right corner, qualify for this strategy. This information is best viewed as a scatter chart.This view exists at the following level:

• Any static or dynamic level in the Product dimension

  Figure 4-42 7. Identify Transaction Builders View

  
  

Table 4-33 lists the measures available in this view.

Table 4-33 7. Identify Transaction Builders Measures

Label	Definition
Purchase Frequency	The total number of times an item or merchandise from a particular product group is purchased in a given time period. It is also looked at consumer segment-wise.
Transaction Size with Category	The average basket share value for a particular product category in a customer's basket.

8. Identify Turf-Defenders View

Use this view to plot the retailer's buyer conversion rates against that of the competition. Any sub-categories where the retailer is lagging may be flagged as potentially turf-defending. This information is best viewed as a column chart.

This view exists at the following level:

• Any static or dynamic level in the Product dimension

• Retailer, representing the retailer and its competitors

• Consumer Segment

• Trading Area

Figure 4-43 8. Identify Turf-Defenders View

Table 4-34 lists the measure available in this view.

Table 4-34 8. Identify Turf-Defenders Measure

Label	Definition
Buyer Conversion Rate	Percentage of shoppers who buy an item or specific set of merchandise, sub-category, category, and so on, out of the total shoppers who shop at the store or the retailer.

Assign Category Tactics Step

Tactics are a set of activities used to attain the set strategy to a product category. This is how roles, strategies, and tactics are interconnected to each other. Tactics are assigned at the sub-category level in a product hierarchy. If the role to a category is a vision to a business unit and strategy is like a mission to the business unit, then tactics are set of goals to be put to action. They are key guidelines to derive an assortment plan.

Tactics along with roles, strategies, tactics, and category plan targets are shared with assortment planning and MSO. They are used as a reference or a set of guidelines in assortment planning and MSO.

Use this step to perform deeper assessments within the category for assortment, space, price, promotion, and supply chain. The analytics within this step enable retailers to identify and prioritize opportunities. This step is also used to assign tactics, view historical tactics, and seed tactics from historical views. Tactics are assigned for each of the tactical areas per the sub-category and trading area. There are five tactical areas:

• Assortment

• Inventory

• Pricing

• Promotion

• Space

This step contains the majority of the analytics and answers key questions such as the following:

• Consumer:

  • Who buys the category?

  • What percentage buys the category?

  • How frequently do they purchase?

  • How much do they spend?

  • When do they buy the category?

  • What drives their purchases?

  • What else is in their basket?

  • How loyal are they to the category?

• Retailer:

  • How productive are overall sales and profit trends?

  • How productive is the current assortment?

  • How productive is the current pricing?

  • How effective are current promotions?

  • What are the inventory turns and days of supply?

  • What are the profit margins, velocity, and inventory levels?

• Market/Competitor:

  • What are the sales trends of the category in the market?

  • What is the retailer's share?

  • What are the opportunities?

  • How does pricing compare to the competition?

  • How does the assortment compare?

  • How does promotional activity compare?

• Supplier/Brand:

  • What are the sales trends for specific brands?

  • How efficient or profitable are each supplier's brand?

  • How does the retailer's private label contribute to the category and add to their image?

  • How does the retailer's private label compare to national brands?

  • How powerful is the supplier's brand development?

The following data is required for this task:

• Market scan data

• Micro and macro space data

• Pricing data

This step has the following tabs and views:

• Review Category Performance to Role Tab:

  1. Review Category / Sub-Category Performance View

  2. Review Price and Promo Effectiveness View

  3. Review Average Movement View

  4. Review Space Effectiveness View

• Assign Category Tactics Tab:

  Assign Category Tactics View

Review Category Performance to Role Tab

This tab is used to review category performance. Figure 4-44 shows the views for this tab.

Figure 4-44 Review Category Performance to Role Tab Views

1. Review Category / Sub-Category Performance View

Use this view to review the performance of the assortment.

Figure 4-45 1. Review Category / Sub-Category Performance View

Table 4-35 lists the measures available in this view.

Table 4-35 1. Review Category / Sub-Category Performance Measures

Label	Definition
LY Sales R	Sales retail value, for a category or sub-category, per last year's actuals.
WP Sales R	Sales retail value, for a category or sub-category, per the working plan version of the category plan.
LY Sales U	Sales units, for a category or sub-category, per last year's actuals.
WP Sales U	Sales units, for a category or sub-category, per the working plan version of the category plan.
LY Gross Profit R	Last year's gross profit retail value (actuals) from the merchandise.
WP Gross Profit R	Last year's gross profit percentage from the merchandise at the category and sub-category levels.
LY Gross Profit %	Last year's gross profit percentage from the merchandise.
WP Gross Profit %	The gross profit percentage from the merchandise in the working plan version of the category plan.

2. Review Price and Promo Effectiveness View

Use this view to determine how base pricing compares to promotional pricing for the retailer and market. This helps to identify whether the retailer spread is comparable to or different from the market.

The view exists at the following levels:

• Sub-category

• Trading Area

• Quarter

Figure 4-46 2. Review Price and Promo Effectiveness View

Table 4-36 lists the measures available in this view.

Table 4-36 2. Review Price and Promo Effectiveness Measures

Label	Definition
LY Sales AUR	Last year's actual average unit retail value of a SKU. It reflects the average selling price of a SKU at a specific product hierarchy level based on last year's actual sales.
WP Sales AUR	Average unit retail value for an item (all items included) in a working plan version of the category plan. It reflects the average selling price of a SKU at different product hierarchy levels in the working plan assortment.
LY Market Sales AUR	Last year's average unit retail value of the merchandise calculated from market sales actuals (typically for a trading area). It is typically sourced from third parties providing syndicated data such as, Nielsen, IRI, and so on, on a quarterly basis.
Market Sales AUR	Average unit retail value of the merchandise calculated from market sales actuals (typically for a trading area). It is typically sourced from third parties providing syndicated data such as, Nielsen, IRI, and so on, on a quarterly basis.
LY Sales AUR to Market Index	An index value based on the ratio of retail sales' Average Unit Retail to market sales' Average Unit Retail for last year's assortment.
WP Sales AUR to Market Index	An index value based on the ratio of Retail Sales' Average Unit Retail to Market Sales' Average Unit Retail for the working plan assortment.
LY Promo Sales AUR	The average unit retail value for the promotional sales in a last year's assortment.
WP Promo Sales AUR	The average unit retail value for the promotional sales in a working plan assortment.
LY Market Promo Sales AUR	Average Unit Retail for the promotional sales in Last Year's Plan. This data is sourced from third-party syndicate data suppliers.
Market Promo Sales AUR	Average unit retail value of a SKU based on promotional sales actuals in the market as a whole (typically trading area). It is typically sourced from third parties providing syndicated data such as, Nielsen, IRI, and so on, on a quarterly basis.
LY Promo Sales AUR to Market Index	An index value based on the ratio of promotional sales' Average Unit Retail to Market Sales Average Unit Retail for last year's assortment.
WP Promo Sales AUR to Market Index	An index value based on the ratio of Promotional Sales' Average Unit Retail to Market Sales Average Unit Retail for the working plan assortment.
LY Sales R	Sales retail value, for a category or sub-category, per last year's actuals.
WP Sales R	Sales retail value, for a category or sub-category, per the working plan version of the category plan.
LY Promo Sales R	Last year's promotional sales retail value actuals.
WP Promo Sales R	Promotional sales retail in the working plan version of the category plan.
LY Market Sales R	Last year's sales retail value of the merchandise in the market, typically at the trading area level or above. This information is sourced from third parties providing syndicated data such as, Nielsen, IRI, and so on, on a quarterly basis.
Market Sales R	The sales retail value of the merchandise in the market, typically at the trading area level or above. This information is sourced from third parties providing syndicated data such as, Nielsen, IRI, and so on, on a quarterly basis.
LY Market Promo Sales R	Last year's promotional sales retail for the market, typically at the trading area level or above. This information is sourced from third parties providing syndicated data such, Nielsen, IRI, and so on, on a quarterly basis.
Market Promo Sales R	Promotional sales retail for the market, typically at the trading area level or above. This information is sourced from third parties providing syndicated data such as, Nielsen, IRI, and so on, on a quarterly basis.
LY Gross Profit R	Last year's gross profit retail value (actuals) from the merchandise.
LY Gross Profit %	Last year's gross profit percentage from the merchandise.
WP Gross Profit R	The gross profit retail value from the merchandise in the working plan version of the category plan.
WP Gross Profit %	The gross profit percentage from the merchandise in the working plan version of the category plan.

3. Review Average Movement View

This view is related to promotional effectiveness and shows the sales units for a category over time. It can be used to identify and review seasonality. This information is best displayed as a line chart.

Figure 4-47 3. Review Average Movement View

Table 4-37 lists the measure available in this view.

Table 4-37 3. Review Average Movement Measure

Label	Definition
WP Sales U	The sales units from the merchandise in the working plan version of the category plan.

4. Review Space Effectiveness View

Use this view to review the effectiveness of the planned space. All measures are optional and based on whether the retailer has the space planning data available.

Figure 4-48 4. Review Space Effectiveness View

Table 4-38 lists the measures available in this view.

Table 4-38 4. Review Space Effectiveness Measures

Label	Definition
Total Square Footage	The space allocation to a product dimension (includes vendor and brand as well) or to a vendor with a volume perspective in cubic feet.
Total #of Facings	The Product main side on a shelf. By counting the number of facings, it is possible to assess the visibility of a product in a store.
Total Shelf Capacity	The total quantity of an item that can fit into the overall space allocated to it.
WP Sales R per Sq Ft	The working plan assortment's sales retail return per square feet. It is calculated by dividing sales retail value by the area (or space in square feet) allocated to that particular merchandise.
WP Sales U per Sq Ft	The working plan assortment's sales units return per square feet. It is calculated by dividing sales units from the merchandise by the area (or space in square feet) allocated to that particular merchandise.
WP Gross Profit R per Sq Ft	The gross profit retail return per square feet from the merchandise in the working plan assortment. It is calculated by dividing Gross Profit Retail Value from the merchandise by the area (or space, in square feet) allocated to the merchandise.
WP Sales contrib to Total Category R	The contribution, in percentage points, of a sub-category's sales retail value to the overall category sales retail value.
WP Sales contrib to Total Category U	The contribution, in percentage points, of a sub-category's units' value to the overall category sales units value.
WP Gross Profit contrib to Total Category R	The percentage contribution of a sub-category to category's gross profit retail.

Assign Category Tactics Tab

This tab is used to assign category tactics.

Assign Category Tactics View

Use this view to assign tactics for each of the tactical areas per category, market, and consumer segment. Depending upon the role and strategy assigned to product category and sub-category, tactics are assigned.

Tactics are a set of actions to be implemented to achieve the set role and strategy. These actions are assigned specific to sub-category and can be in the form of assortment or product-mix changes, inventory-holding, pricing of products, type of promotions to be run, and the space that needs to be allotted. A thorough implementation of tactics determines the alignment of a sub-category to the role and strategy assignment and the overall category plan of the retailer.

Figure 4-49 Assign Category Tactics View

Table 4-39 lists the measure available in this view.

Table 4-39 Assign Category Tactic Measure

Label	Definition
WP Tactic Assignment	Used to assign the tactics' value to a sub-category, keeping the role and strategy assigned to that category in mind. Tactics refer to the approach or way forward for a category in terms of assortment range, inventory levels, pricing, promotion, space, and so on.

Set Targets and Approve Category Plan Step

This is the final step in the Category Planning task and it consists of setting the final targets in terms of various retail business measures (such as Sales, Gross Profit, Inventory, and so on) at the category and sub-category level and formally approving them. On approval, the category plan is shared with assortment planning and the MSO task in the form of target (Tgt) measures. In Category Planning, the final plan is stored as an Original Plan (OP). These final targets are further defined as Private Label Targets and Promo Sales Targets.

This step also contains a dashboard view to see performance against targets and LY data during in-season and pre-season planning periods. This step also provides a facility to initially seed the category plan sales using LY data using the Seed Sales custom menu option. Use this step to derive the final category plan.

This step contains the following tabs and views:

• Scorecard Summary View

• Seed Sales Tab:

  Review Sales View

  Seed Sales View

• Set Sales and Profit Targets Tab:

  1. Set Sales and Profit Targets View

  2. Set Promo Sales Targets View

  3. Set Private Label Targets View

• Set Inventory Targets Tab:

  Set Inventory Targets View

• Approve Tab:

  Approve Assortment Strategies, Tactics, and Scorecard View

This step also contains the following custom menu option options:

• Seed Sales

• Approve OP

Scorecard Summary View

This step has one view, Scorecard Summary. Use this view to see the summary of the scorecard.

The Scorecard Summary view also contains three measure profiles:

• Sales

• Promo Sales

• Private Label

Figure 4-50 Scorecard Summary Sales Measure Profile View

Table 4-40 lists the measures available in the Sales Measure Profile View.

Table 4-40 Scorecard Summary Sales Measure Profile Measures

Label	Definition
LY Sales R	Sales retail value, for a category or sub-category, per last year's actuals.
WP Sales R	The working plan assortment's sales retail value.
WP Sales var to LY R	The working plan's sales retail value's variance to the same in last year's actuals.
OP Sales R	Approved category plan's (referred to as original plan) sales retail value. It is shared as a target with assortment planning and MSO.
OP Sales var to LY R	The original plan's sales retail value's variance to the same in last year's actuals.
LY Gross Profit R	The gross profit retail value from the merchandise. This measure is different from the LY Assort Gross Profit R measure as it reflects gross profit retail for all items irrespective of whether or not these items are part of last year's assortment.
LY Gross Profit %	The gross profit percentage from the merchandise in last year's assortment. This measure is different from the LY Assort Gross Profit % measure as it reflects gross profit percentage for all items irrespective of whether or not these items are part of last year's assortment.
WP Gross Profit R	The gross profit retail from the merchandise in the working plan assortment. This measure is different from the WP Assort Gross Profit R measure as it reflects gross profit retail for all items irrespective of whether or not these items are part of the working plan assortment.
WP Gross Profit %	The gross profit percentage from the merchandise in the working plan assortment. This measure is different from the WP Assort Gross Profit % measure as it reflects gross profit percentage for all items irrespective of whether or not these items are part of the working plan assortment.
WP Gross Profit var to LY R	The working plan's gross profit retail value's variance to last year's gross profit retail value actuals.
OP Gross Profit R	Approved category plan's (referred to as original plan) gross profit retail value. It is shared as a target with assortment planning and MSO.
OP Gross Profit %	Approved category plan's (referred to as original plan) gross profit percentage. It is shared as a target with assortment planning and MSO.
OP Gross Profit var to LY	The original plan's gross profit value's variance to the same in last year's actuals.
LY Avg Inv R	Average inventory retail value or stock retail value carried by the category or sub-category per last year's actuals. Average inventory retail value represents an average retail value of merchandise bought, received, and carried by the retailer before it gets sold at any point in time. This average inventory retail value is generally calculated on a weekly basis or a monthly basis to get an understanding of the money invested in inventory or buying merchandise.
WP Avg Inv R	Average inventory retail value to be carried by a category or sub-category in given planning period per the category plan's working plan version.
OP Avg Inv R	Average inventory retail value to be carried by a category or sub-category per the approved category plan or the original plan.
LY Turn	Inventory turns in last year's assortment. It reflects the number of times the carried inventory can be rolled over in a specified period of time.
WP Turn	Inventory turns in a working plan. It reflects the number of times the carried inventory can be rolled over in a specified period of time.
OP Turn	Inventory turns in the original plan. It reflects the number of times the carried inventory can be rolled over in a specified period of time.

Figure 4-51 Scorecard Summary Promo Sales Measure Profile View

Table 4-41 lists the measures available in the Promo Sales Measure Profile View.

Table 4-41 Scorecard Summary Promo Sales Measure Profile Measures

Label	Definition
LY Sales R	Sales retail value, for a category or sub-category, per last year's actuals.
WP Sales R	Sales retail value, for a category or sub-category, in the working plan version of the category plan.
WP Sales var to LY R	The working plan's sales retail value's variance to the same in last year's actuals.
OP Sales R	Approved category plan's (referred to as original plan) sales retail value. It is shared as a target with assortment planning and MSO.
OP Sales var to LY R	The original plan's sales retail value's variance to the same in last year's actuals.
LY Promo Sales R	Last year's promotional sales retail value actuals.
LY Promo Sales contrib to LY R	Promotional sales retail contribution, in percentage points, to the overall sales retail of last year's assortment.
WP Promo Sales R	Promotional sales retail in the working plan version of the category plan.
WP Promo Sales contrib to WP Sales R	The promotional sales retail contribution, in percentage points, to the overall sales retail of the working plan assortment.
WP Promo Sales var to LY R	The working plan's promotional sales retail value's variance to the same in last year plan's actuals.
OP Promo Sales R	Promotional sales retail in the original plan assortment.
OP Promo Sales contrib to OP Sales R	The original plan's promotional sales retail value's variance to the same in last year plan's actuals.
OP Promo Sales var to LY R	The original plan's promotional sales retail value's variance to the same in last year's actuals.
LY Gross Profit R	Last year's gross profit retail value (actuals) from the merchandise at the category and sub-category levels.
LY Gross Profit %	Last year's gross profit percentage from the merchandise at the category and sub-category levels.
WP Gross Profit R	The gross profit retail from the merchandise in the working plan assortment version of the category plan.
WP Gross Profit %	The gross profit percentage from the merchandise in the working plan version of the category plan.
WP Gross Profit var to LY R	The working plan's gross profit retail value's variance to last year's gross profit retail value actuals.
OP Gross Profit R	Approved category plan's (referred to as original plan) gross profit retail value. It is shared as a target with assortment planning and MSO.
OP Gross Profit %	Approved category plan's (referred to as original plan) gross profit percentage. It is shared as a target with assortment planning and MSO.
OP Gross Profit var to LY	The original plan's gross profit value's variance to the same in last year's actuals.

Figure 4-52 Scorecard Summary Private Label Measure Profile View

Table 4-42 lists the measures available in the Private Label Measure Profile View.

Table 4-42 Scorecard Summary Private Label Measure Profile Measures

Label	Definition
LY Sales R	Sales retail value, for a category or sub-category, per last year's actuals.
WP Sales R	Sales retail value, for a category or sub-category, in the working plan version of the category plan.
WP Sales var to LY R	The working plan's sales retail value's variance to the same in last year's actuals.
OP Sales R	Approved category plan's (referred to as original plan) sales retail value. It is shared as a target with assortment planning and MSO.
OP Sales var to LY R	The original plan's sales retail value's variance to the same in last year's actuals.
LY Private Label Sales R	Sales retail value from private label merchandise, for a category or sub-category, per last year's actuals.
LY Private Label Sales contrib to LY Sales R	Sales retail contribution of private label items to the overall sales retail of last year's assortment expressed in percentage points.
WP Private Label Sales R	The private label items' sales retail value in a working plan assortment.
WP Private Label Sales contrib to WP Sales R	The sales retail contribution of private label items to the overall sales retail of the working plan assortment expressed in percentage points.
WP Private Label Sales var to LY R	The working plan's private label items' sales retail variance to the same in last year plan's actuals.
OP Private Label Sales R	The private label items' sales retail value in the pre-season original plan assortment.
OP Private Label Sales contrib to OP Sales R	The original plan's private label sales retail value's contribution to the overall sales retail value in the original plan.
OP Private Label Sales var to LY R	The original plan's private label items' sales retail variance to the same in last year plan's actuals.
LY Gross Profit R	Last year's gross profit retail value (actuals) from the merchandise at the category and sub-category levels.
LY Gross Profit %	Last year's gross profit percentage from the merchandise at the category and sub-category levels.
WP Gross Profit R	The gross profit retail from the merchandise in the working plan version of the category plan.
WP Gross Profit %	The gross profit percentage from the merchandise in the working plan version of the category plan.
WP Gross Profit var to LY R	The working plan's gross profit retail value's variance to last year's gross profit retail value actuals.
OP Gross Profit R	Approved category plan's (referred to as original plan) gross profit retail value. It is shared as a target with assortment planning and MSO.
OP Gross Profit %	Approved category plan's (referred to as original plan) gross profit percentage. It is shared as a target with assortment planning and MSO.
OP Gross Profit var to LY	The original plan's gross profit value's variance to the same in last year's actuals.
LY Private Label Gross Profit R	Gross profit retail of private label items in a last year's assortment for the cluster.
LY Private Label Gross Profit %	Gross profit percentage of private label items in last year's assortment for the cluster.
WP Private Label Gross Profit R	The gross profit retail of private label items in a working plan version of the category plan.
WP Private Label Gross Profit %	The gross profit percentage of private label items in a working plan version of the category plan.
WP Private Label Gross Profit var to LY R	Variance of private label merchandise's gross profit retail value in the working plan version of the category plan to the same in last year's actuals.
OP Private Label Gross Profit R	Gross profit retail value from private label merchandise in approved category plan (Original Plan).
OP Private Label Gross Profit %	Gross profit percentage from private label merchandise in approved category plan (Original Plan).
OP Private Label Gross Profit var to LY	Variance of private label merchandise's gross profit retail value in approved category plan (Original Plan) to the same in last year's actuals.

Seed Sales Tab

This tab is used to seed and review plan sales.

Custom Menu Option

The Seed Sales custom menu is used to populate the WP version of the category plan with LY data. LY sales data is copied to the respective WP Sales Units and Sales Retail measures.

Review Sales View

Use this view to review LY Sales against the WP Sales. However, WP Sales are set only in the next few views. This view presents LY and WP measures for Sales U and Sales R at the overall sales level, Private Label level and Promo Sales level.

Figure 4-53 Review Sales View

Table 4-43 lists the measures available in this view.

Table 4-43 Review Sales Measures

Label	Definition
LY Sales R	Sales retail value, for a category or sub-category, per last year's actuals.
LY Sales U	Sales units, for a category or sub-category, per last year's actuals.
LY Private Label Sales R	Sales retail value from private label merchandise, for a category or sub-category, per last year's actuals.
LY Private Label Sales U	Sales units from private label merchandise in last year's actuals.
LY Promo Sales R	Last year's promotional sales retail value actuals.
LY Promo Sales U	Promotional sales units in last year's assortment.

Seed Sales View

Use this view to seed the initial WP plan with LY plan used to derive the final category plan as an Original Plan (OP).

Table 4-44 lists the measures available in this view.

Table 4-44 Seed Sales Measures

Label	Definition
WP Seed Sales	A Boolean measure, at the category level, which needs to be checked before running the Seed Sales custom menu to populate the Category Plan with LY data for the required categories.
WP Seed Sales Comments	Free text field available to the user to add comments while seeding sales.
WP Seed Sales Date	The date on which sales were seeded.
WP Seed Sales By	The user ID which was used to seed sales.

Set Sales and Profit Targets Tab

This tab has three views:

1. Set Sales and Profit Targets View

2. Set Promo Sales Targets View

3. Set Private Label Targets View

1. Set Sales and Profit Targets View

Use this view to set the sales and profit targets at the total category level.

Figure 4-54 1. Set Sales and Profit Targets View

Table 4-45 lists the measures available in this view.

Table 4-45 1. Set Sales and Profit Targets Measures

Label	Definition
FC Sales R	Forecasted sales retail value for a specific time period. It is generated in RCM by using AutoES libraries sourced from RDF. AutoES libraries are embedded in RCM. AutoES uses historic data to generate these forecasts. It can be scheduled periodically through batch jobs.
WP Sales R	The working plan assortment's sales retail value.
LY Sales R	Last year's assortment's sales retail value.
WP Sales var to LY R	The working plan's sales retail value's variance to the same in last year's actuals.
WP Sales var to Fc R	The working plan's sales retail value's variance to the same in the forecast.
LY Sales contrib to Product R	The contribution percentage of a sub-category's sales retail to the category's (or higher level product hierarchy) overall sales retail in last year's assortment.
WP Sales contrib to Product R	The sales retail contribution percentage of a specific set of merchandise to a category's (or higher level product hierarchy) overall sales retail in the working plan assortment.
LY Sales contrib to Location R	The sales retail contribution percentage of a specific set of merchandise to a location's (on the location hierarchy) overall sales retail in last year's assortment.
WP Sales contrib to Location R	The sales retail contribution percentage of a specific set of merchandise to a location's (on the location hierarchy) overall sales retail in the working plan assortment.
LY Sales U	Sales units, for a category or sub-category, per last year's actuals.
LY Sales AUR	Last year's actual average unit retail value of a SKU. It reflects the average selling price of a SKU at a specific product hierarchy level based on last year's actual sales.
WP Sales U	The sales units from the merchandise in the working plan version of the category plan.
WP Sales AUR	Average unit retail value for an item (all items included) in a working plan version of the category plan. It reflects the average selling price of a SKU at different product hierarchy levels in the working plan assortment.
WP Sales Var to LY U	The working plan's sales units' variance to the same in last year's actuals.
Fc Sales U	Forecasted sales retail units for a specific time period. It is generated in RCM by using AutoES libraries sourced from RDF. AutoES libraries are embedded in RCM. AutoES uses historic data to generate these forecasts. It can be scheduled periodically through batch jobs.
Fc Sales AUR	Forecasted average unit retail value of a SKU. It reflects the average selling price of a SKU at a specific product hierarchy level based on the forecast.
LY Gross Profit R	Last year's gross profit retail value (actuals) from the merchandise.
LY Gross Profit %	Last year's gross profit percentage from the merchandise.
WP Gross Profit R	The gross profit retail value from the merchandise in the working plan version of the category plan.
WP Gross Profit %	The gross profit percentage from the merchandise in the working plan version of the category plan.
WP Gross Profit var to LY R	The working plan's gross profit retail value's variance to last year's gross profit retail value actuals.
LY Sales R per Sq Ft	Last year's sales retail return per square feet. It is calculated by dividing sales retail from the merchandise by the area (or space in square feet) allocated to that particular merchandise.
WP Sales R per Sq Ft	Sales retail return per square feet in the working plan version of the category plan. It is calculated by dividing the respective sales retail value by the area (or space in square feet) allocated to that particular merchandise.
LY Gross Profit R per Sq Ft	The gross profit retail return per square feet from the merchandise in last year's assortment. It is calculated by dividing the gross profit retail value from the merchandise by the area (or space, in square feet) allocated to the merchandise.
WP Gross Profit R per Sq Ft	The gross profit retail return per square feet from the merchandise in the working plan assortment. It is calculated by dividing the gross profit retail value from the merchandise by the area (or space, in square feet) allocated to the merchandise.

2. Set Promo Sales Targets View

Use this view to set the promotional sales targets.

Figure 4-55 2. Set Promo Sales Targets View

Table 4-46 lists the measures available in this view.

Table 4-46 2. Set Promo Sales Targets Measures

Label	Definition
LY Sales R	Sales retail value, for a category or sub-category, per last year's actuals.
LY Promo Sales R	Last year's promotional sales retail value actuals.
LY Promo Sales contrib to LY Sales R	Promotional sales retail contribution, in percentage points, to the overall sales retail of last year's assortment.
Fc Sales R	Forecasted sales retail value for a specific time period. It is generated in RCM by using AutoES libraries sourced from RDF. AutoES libraries are embedded in RCM. AutoES uses historic data to generate these forecasts. It can be scheduled periodically through batch jobs.
WP Sales R	Sales retail value, for a category or sub-category, in the working plan version of the category plan.
WP Promo Sales R	Promotional sales retail in the working plan version of the category plan.
WP Promo Sales contrib to WP Sales R	The promotional sales retail contribution, in percentage points, to the overall sales retail of the working plan assortment.
WP Promo Sales var to LY R	The working plan's promotional sales retail value's variance to the same in last year plan's actuals.
LY Sales U	Sales units, for a category or sub-category, per last year's actuals.
LY Sales AUR	Last year's actual average unit retail value of a SKU. It reflects the average selling price of a SKU at a specific product hierarchy level based on last year's actual sales.
LY Promo Sales U	Promotional sales units in last year's assortment.
Fc Sales U	Forecasted sales retail units for a specific time period. It is generated in RCM by using AutoES libraries sourced from RDF. AutoES libraries are embedded in RCM. AutoES uses historic data to generate these forecasts. It can be scheduled periodically through batch jobs.
Fc Sales AUR	Forecasted average unit retail value of a SKU. It reflects the average selling price of a SKU at a specific product hierarchy level based on the forecast.
WP Sales U	The sales units from the merchandise in the working plan version of the category plan.
LY Promo Sales AUR	The average unit retail value for the promotional sales in a last year's assortment.
WP Sales AUR	Average unit retail value for an item (all items included) in a working plan version of the category plan. It reflects the average selling price of a SKU at different product hierarchy levels in the working plan assortment.
WP Promo Sales U	Promotional sales units in the working plan assortment.
WP Promo Sales AUR	The average unit retail value for the promotional sales in a working plan assortment.
LY Gross Profit R	Last year's gross profit retail value (actuals) from the merchandise at the category and sub-category levels.
LY Gross Profit %	Last year's gross profit percentage from the merchandise at the category and sub-category levels.
WP Gross Profit R	The gross profit retail from the merchandise in the working plan version of the category plan.
WP Gross Profit %	The gross profit percentage from the merchandise in the working plan version of the category plan.
LY Assort SKU Count	The total number of SKUs in last year's assortment.
LY Assort Promo SKU Count	The number of SKUs put on promotion in last year's assortment for the cluster.
LY Assort Promo SKU contrib to LY Assort SKU Count	The number of SKUs put on promotion in last year's assortment relative to the total number of SKUs in last year's assortment expressed in percentage points.
WP Assort SKU Count	The total number of SKUs in the working plan's assortment for the cluster.
WP Assort Promo SKU Count	The number of SKUs put on promotion in the working plan's assortment for the cluster.
WP Assort Promo SKU contrib to WP Assort SKU Count	The number of SKUs put on promotion in the working plan assortment relative to the total number of SKUs in the working plan assortment expressed in percentage points.
CP Assort SKU Count	The total number of SKUs in the current plan's assortment for the cluster.
CP Assort Promo SKU Count	The number of SKUs put on promotion in the current plan assortment for the cluster.
CP Assort Promo SKU contrib to CP Assort SKU Count	The number of SKUs put on promotion in the current plan assortment relative to the total number of SKUs in the current plan assortment expressed in percentage points.

3. Set Private Label Targets View

Use this view to set the category-specific sales and profit targets for the private label.

Figure 4-56 3. Set Private Label Targets View

Table 4-47 lists the measures available in this view.

Table 4-47 3. Set Private Label Targets Measures

Label	Definition
LY Sales R	Sales retail value, for a category or sub-category, per last year's actuals.
LY Private Label Sales R	Sales retail value from private label merchandise, for a category or sub-category, per last year's actuals.
LY Private Label Sales contrib to LY Sales R	Sales retail contribution of private label items to the overall sales retail of last year's assortment expressed in percentage points.
Fc Sales R	Forecasted sales retail value for a specific time period. It is generated in RCM by using AutoES libraries sourced from RDF. AutoES libraries are embedded in RCM. AutoES uses historic data to generate these forecasts. It can be scheduled periodically through batch jobs.
WP Sales R	The working plan assortment's sales retail value.
WP Private Label Sales R	The private label items' sales retail value in a working plan assortment.
WP Private Label Sales contrib to WP Sales R	The sales retail contribution of private label items to the overall sales retail of the working plan assortment expressed in percentage points.
WP Private Label Sales var to LY R	Variance in sales retail value from private label merchandise in working plan version of the category plan to last year's actuals.
LY Sales U	Sales units, for a category or sub-category, per last year's actuals.
LY Sales AUR	Last year's actual average unit retail value of a SKU. It reflects the average selling price of a SKU at a specific product hierarchy level based on last year's actual sales.
LY Private Label Sales U	Sales units from private label merchandise in last year's actuals.
Fc Sales U	Forecasted sales retail units value for a specific time period. It is generated in RCM by using AutoES libraries sourced from RDF. AutoES libraries are embedded in RCM. AutoES uses historic data to generate these forecasts. It can be scheduled periodically through batch jobs.
Fc Sales AUR	Forecasted average unit retail value of a SKU. It reflects the average selling price of a SKU at a specific product hierarchy level based on the forecast.
WP Sales U	The sales units from the merchandise in the working plan version of the category plan.
LY Private Label Sales AUR	Average unit retail value of private label merchandise in last year's actuals.
WP Sales AUR	Average unit retail value for an item (all items included) in a working plan version of the category plan. It reflects the average selling price of an SKU at different product hierarchy levels in the working plan.
WP Private Label Sales U	Sales units, for a category or sub-category, from private label merchandise in the working plan version of the category plan.
WP Private Label Sales AUR	Average unit retail value of the private label merchandise in a working plan version of the category plan.
LY Gross Profit R	Last year's gross profit retail value (actuals) from the merchandise at the category and sub-category levels.
LY Gross Profit %	Last year's gross profit percentage from the merchandise at the category and sub-category levels.
LY Private Label Gross Profit R	Gross profit retail from private label merchandise in a last year's actuals presented at the category or sub-category level.
LY Private Label Gross Profit %	Gross profit percentage from private label merchandise in a last year's actuals presented at the category or sub-category level.
WP Gross Profit R	The gross profit retail from the merchandise in the working plan version of the category plan.
LY Private Label Gross Profit contrib to LY Gross Profit R	Gross profit retail contribution of private label items to the overall gross profit retail of last year's assortment expressed in percentage points.
WP Gross Profit %	The gross profit percentage from the merchandise in the working plan version of the category plan.
WP Private Label Gross Profit R	Gross profit retail value of private label merchandise in the working plan version of the category plan.
WP Private Label Gross Profit %	Gross profit retail percentage of private label merchandise in the working plan version of the category plan.
WP Private Label Gross Profit contrib to WP Gross Profit R	The gross profit retail contribution of private label items to the overall gross profit retail of the working plan expressed in percentage points.
WP Private Label Gross Profit var to LY R	The working plan's private label items' gross profit retail's variance to the same in last year plan's actuals.
LY Assort SKU Count	The total number of SKUs in last year's assortment.
LY Assort Private Label SKU Count	The number of private label SKUs in the last year's assortment for the cluster.
LY Assort Private Label SKU contrib to LY Assort SKU Count	The number of private label SKUs in last year's assortment relative to the total number of SKUs in last year's assortment expressed in percentage points.
WP Assort SKU Count	The total number of SKUs in the working plan's assortment for the cluster.
WP Assort Private Label SKU Count	The number of private label SKUs in the working plan's assortment for the cluster.
WP Assort Private Label SKU contrib to WP Assort SKU Count	The number of private label SKUs in the working plan assortment relative to the total number of SKUs in the working plan assortment expressed in percentage points.
CP Assort SKU Count	The total number of SKUs in the current plan's assortment for the cluster.
CP Assort Private Label SKU Count	The number of private label SKUs in the current plan assortment for the cluster.
CP Assort Private Label SKU contrib to CP Assort SKU Count	The number of private label SKUs in the current plan assortment relative to the total number of SKUs in the current plan assortment expressed in percentage points.

Set Inventory Targets Tab

This tab has one view.

Set Inventory Targets View

Use this view to set the targets for inventory.

Figure 4-57 Set Inventory Targets View

Table 4-48 lists the measures available in this view.

Table 4-48 Set Inventory Targets Measures

Label	Definition
LY Avg Inv R	Average inventory retail value or stock retail value carried by the category or sub-category per last year's actuals. Average inventory retail value represents an average retail value of merchandise bought, received, and carried by the retailer before it gets sold at any point in time. This average inventory retail value is generally calculated on a weekly basis or monthly basis to get an understanding of the money invested in inventory or buying merchandise.
WP Avg Inv R	Average inventory retail value to be carried by a category or sub-category in given planning period, per the category plan's working plan version.
OP Avg Inv R	Average inventory retail value to be carried by a category or sub-category per the approved category plan or original plan.
LY Turn	Inventory turns per last year's actuals. It reflects the number of times the average inventory carried can be sold over a specified period of time.
WP Turn	Inventory turns in the working plan version of the category plan. It reflects the number of times the average inventory carried can be sold over a specified period of time.
OP Turn	Inventory turns in the approved category plan or original plan. It reflects the number of times the average inventory carried can be sold over a specified period of time.

Approve Tab

Use this tab to approve the assortment. On approval, the category plan targets, roles, strategies, and tactics are shared with assortment planning and MSO. Also on approval, the working plan (WP) numbers are copied to original plan (OP). Once approved, the original plan (OP) is directly committed to the database.

The original plan is then communicated to assortment planning process in the form of targets (denoted by a prefix of Tgt). The plan is time-stamped and includes user information.

To approve the strategies, tactics, and scorecard, check the box next to the required category. Enter any approval comments. Click the Approve custom menu option to approve. Commit the workbook changes.

Approve Assortment Strategies, Tactics, and Scorecard View

This view contains the Approve custom menu option.

This view exists at the following hierarchy levels or higher:

• Category

• Trading Area

• Quarter

• Figure 4-58 Approve Assortment Strategies, Tactics, and Scorecard View

  
  

Table 4-49 lists the measures available in this view.

Table 4-49 Approve Assortment Strategies, Tactics, and Scorecard Measures

Label	Definition
WP Approve to OP	Category Planning Working Plan Approve to Original Plan Boolean. Boolean mask measure to control what is approved and not approved as the Original Plan.
WP Approve to OP Comment	Category Planning Working Plan Approve to Original Plan Comments. The comments made by the approver at the time of approving a specific category plan for the approval seeker to take a note of while executing the plan or working on other plans.
WP Approve OP Date	The date of approval of a working plan to an original plan.
WP Approve to OP By	The approver's ID which is used to approve a working plan to an original plan.