Planogram Optimization Assistant
Generate data-driven planograms that maximize shelf profitability and compliance
What You Can Do
You can rapidly assess current planogram performance against sales data, identify underperforming SKUs and space inefficiencies, and generate detailed shelf layout recommendations that balance profitability, velocity, and compliance. Claude processes your category mix, fixture dimensions, regulatory constraints, and competitive positioning to produce actionable planograms ready for retail operations review and store execution.
Features
identify velocity tiers, margin contribution, and performance gaps across your SKU mix
distribute shelf real estate based on sales contribution, turnover rates, and strategic category roles
ensure allergen labeling, regulatory spacing, and brand/vendor requirements are built into layouts
maximize eye-level visibility for high-margin or promotional items within constraints
create variations for different store formats, banners, or fixture types from one analysis
quickly rotate layouts for seasonal products, new launches, or campaign periods
incorporate top-performer layouts to inform your own shelf positioning and strategy
structured recommendations that retail operations and finance teams can evaluate and approve
Example Output
Example 1: Category Performance Analysis
Input: Current planogram SKU list, Q3 sales data, shelf dimensions
Output:
- Performance-tier breakdown (Top 20% SKUs generating 65% revenue, Mid-tier, Low-velocity clearance)
- Space efficiency gap analysis (Current allocation vs. optimal based on contribution)
- 3 underperforming SKU recommendations for deletion or relocation
- Compliance gaps flagged (allergen labeling spacing, brand rules violated)
Example 2: Optimized Planogram Layout
Input: Approved SKU set, 4-shelf gondola, compliance requirements, Q4 promotional emphasis
Output:
- Visual shelf-by-shelf layout with facings, item placement, and vertical positioning
- Rationale for each placement (margin, velocity, eye-level premium positioning)
- Projected lift vs. current layout (estimated velocity +8%, margin +3.2%)
- Seasonal variant notes (holiday assortment swap-outs)
Example 3: Multi-Format Variation
Input: Primary planogram, small-format store space constraints, e-commerce compliance rules
Output:
- Condensed 2-shelf variant for limited-space formats
- Core SKUs preserved; lower-velocity items removed
- Updated facing counts and space allocation
- E-commerce-specific notes (online-only items, warehouse reserve positioning)
What's Included
- SKILL.md instruction file with planogram analysis framework:
- Planogram Analysis Template: structure for input (sales data, SKUs, fixtures, compliance rules)
- Shelf Allocation Worksheet: space contribution calculations and velocity tier assignments
- Compliance Checklist: allergen, regulatory, brand, and vendor requirement tracker
- Planogram Output Format: standardized layout presentation with facing, placement, and rationale documentation
- Multi-Format Planning Guide: adapting primary layouts for different store types and space constraints
Who It's For
- Category Managers — designing and optimizing shelf layouts aligned with sales and margin targets
- Retail Merchandisers — translating category strategy into tactical planogram execution
- Space & Fixture Planners — allocating shelf real estate across product assortments and compliance boundaries
- Operations Managers — reviewing and approving planogram recommendations before store rollout
- Buying & Assortment Teams — informing SKU selection and space allocation based on performance insights
Best For
- Reviewing and optimizing existing planograms for performance gaps and efficiency
- Planning seasonal or promotional planogram rotations with SKU mix adjustments
- Responding to new product launches or SKU deletions with data-driven space reallocation
- Creating multi-format planogram variations for different store types or banners
- Preparing planogram presentations with performance rationale for retail operations or executive review
- Ensuring compliance requirements (allergen, regulatory, brand rules) are built into shelf layouts
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