# Floor Plan Reports See how every zone on your sales floor is performing with the Floor Plan Reports suite. Overlay sales heatmaps, velocity analysis, replenishment urgency, and space efficiency metrics directly onto your store's floor plan diagram -- or switch to sortable data tables for detailed analysis. --- ## Overview Floor Plan Reports is a single-page reporting application that lets you visualize store performance data on top of your floor plan. Access it at `/admin/:typeNum/floor-plan/reports`. The interface has three main areas: | Area | Purpose | |------|---------| | **Sidebar** | Select floor plan, layout, date range, and report mode. View summary stats and legends. | | **Heatmap View** | Your floor plan diagram with color-coded overlays showing performance data per zone | | **Table View** | Sortable data grids with detailed metrics per category/zone | Toggle between Heatmap and Table views using the buttons in the top-right header. --- ## Getting Started ### Selecting Your Data In the sidebar, configure what data to display: 1. **Floor Plan** -- If you have multiple floor plans, select which one to view 2. **Layout** -- Choose which layout's category assignments to use (the active "Current" layout is selected by default) 3. **Date Range** -- Pick the time period for sales and velocity data using the date range picker ### Choosing a Report Mode The sidebar features a 2x2 mode grid with four report types: | Mode | Icon | What It Shows | |------|------|---------------| | **Sales** | Dollar sign | Total sales volume per zone (thermal heatmap) | | **Velocity** | Lightning bolt | Sales velocity changes compared to a baseline period | | **Replenish** | Truck | Replenishment urgency scores per zone (requires Replenishment feature enabled) | | **Efficiency** | Balance scale | Space efficiency -- items sold per rack unit | Click any mode button to switch. The heatmap, sidebar stats, and table all update to reflect the selected mode. --- ## Sales Heatmap The Sales mode shows where your highest and lowest sales volume is concentrated on the floor. ### Data Metrics Toggle between two metrics using the buttons in the sidebar: - **Sold Items** -- Number of items sold per zone - **Sales ($)** -- Dollar amount of sales per zone ### Heatmap Legend The thermal gradient ranges from: - **Cold (blue/green)** -- Low sales volume - **Warm (yellow)** -- Moderate sales volume - **Hot (red)** -- High sales volume ### Summary Stats The sidebar shows four key figures: - **Total Sales** -- Sum across all zones - **Avg / Zone** -- Average per zone - **Top Zone** -- Highest performing zone name - **Bottom Zone** -- Lowest performing zone name ### Table View Switch to Table view to see a sortable grid with every zone's sales data. Columns include zone name, category, items sold, dollar sales, and rank. > **Tip:** Use the `Export` button in the header to download the current data for use in spreadsheets. --- ## Velocity Analysis Velocity mode helps you spot which zones are trending up or down compared to their historical baseline. ### How Velocity Works The system compares a **recent period** against a **baseline period** to calculate percentage change: - Zones outperforming their baseline appear in green/warm colors - Zones underperforming appear in blue/cool colors - Zones within +/-5% of average appear neutral ### Preset Periods Choose from built-in presets or set custom dates: | Preset | Recent Period | Baseline | |--------|--------------|----------| | **3 vs 14 days** | Last 3 days | Previous 14 days | | **7 vs 28 days** | Last 7 days | Previous 28 days | | **14 vs 56 days** | Last 14 days | Previous 56 days | | **Custom** | Set your own start/end dates | Auto-calculated as 4x the recent period | After selecting a preset or custom range, click `Apply` to refresh the data. ### Summary Stats - **Outperform** -- Number of zones trending above average - **Underperform** -- Number of zones trending below average ### Top and Bottom Performers The sidebar lists: - **Top 5 Outperformers** -- Zones with the biggest positive velocity change - **Bottom 5 Underperformers** -- Zones with the biggest negative velocity change > **Tip:** Use velocity analysis after a layout change to see if moving categories to new positions improved or hurt their sales performance. --- ## Replenishment Mode The Replenishment mode visualizes which zones on your floor plan need restocking most urgently. This mode is only available if the Replenishment feature is enabled for your store. ### Urgency Levels Zones are colored by their replenishment urgency score: | Level | Color | Meaning | |-------|-------|---------| | **Critical** | Deep Red | Immediate restocking needed | | **Urgent** | Orange | Should be restocked soon | | **High** | Light Orange | Worth monitoring | | **Monitor** | Yellow | Starting to deplete | | **Adequate** | Green/Hidden | Sufficiently stocked | ### Summary Stats - **Critical** -- Count of zones in critical state - **Urgent** -- Count of urgent zones - **Monitor** -- Count of zones to watch - **Adequate** -- Count of well-stocked zones An alert banner also appears if categories have sales but no floor plan assignment, so you know to update your layout. > **Tip:** For detailed replenishment management with task creation and offsite pull reports, use the dedicated [Replenishment Report](/support/articles/replenishment-system). --- ## Space Efficiency Space Efficiency mode helps you understand whether your floor space is allocated optimally by comparing sales volume against the physical space (rack units) dedicated to each category. ### What It Measures The metric is **Items Sold per Rack Unit** -- how productive each unit of floor space is. ### Summary Stats - **Categories** -- Total number of categories on the floor - **Avg Items/RU** -- Store-wide average items sold per rack unit - **Under-Allocated** -- Categories that sell well relative to their space (could benefit from more space) - **Over-Allocated** -- Categories with too much space relative to their sales ### Allocation Badges Each zone receives one of four badges: | Badge | Meaning | |-------|---------| | **Under** (arrow up) | High sales relative to space -- consider giving more floor area | | **Balanced** (checkmark) | Sales and space are proportional | | **Over** (arrow down) | Low sales relative to space -- consider reducing floor area | | **No Sales** (ban icon) | Category has floor space but zero sales in the period | ### Table View The efficiency table view provides a SyncFusion data grid for sorting and filtering by category, rack units, items sold, efficiency score, and allocation status. > **Tip:** Review space efficiency monthly. Categories that are consistently "Under-Allocated" may benefit from expanding to an additional rack, while "Over-Allocated" categories might be reduced to free space for better performers. --- ## Exporting Data Click the `Export` button in the header to download the current report data. Export works in both heatmap and table views and produces a file suitable for spreadsheet analysis. --- ## Audit Log All floor plan changes are tracked in an audit log accessible via the API. The log records: - Who made each change and when - What type of change (create, update, delete) - Which entity was affected (layout, rack, assignment) Audit logs can be exported to CSV for compliance or review purposes. --- ## Troubleshooting ### Heatmap shows no data - Verify the date range includes days with sales activity - Check that categories are assigned to zones in the selected layout. Go to **Layouts** to configure assignments. - Ensure the floor plan has been synced (racks must be saved to the database) ### Velocity shows all zones as neutral - The baseline period may be too short. Try the "14 vs 56 days" preset for more meaningful comparisons. - If the store is new, there may not be enough historical data for velocity calculations. ### Replenishment mode is not visible - The Replenishment feature must be enabled in your store settings. See [Replenishment System](/support/articles/replenishment-system) for setup instructions. --- ## Related Articles - [Floor Plan Designer](/support/articles/floor-plan-designer) - [Replenishment System](/support/articles/replenishment-system)