Planogram Optimization

Visualize FIRST in a digital twin.

Visualize, iterate and test in-store concepts
Collaborate in real time, from anywhere
Speed up review cycles and go-to-market

Iterate faster than your competition

Making changes to a physical retail space is expensive and time consuming–we can help you visualize first and perfect your plan, before investing in the physical space. Our 3D visualization and collaboration platform, ShopperMX, gives you the power to skip the prototyping, the mock centers, and the clunky PowerPoints.

Whether it’s visualizing your new product on the shelf, collaborating with internal teams on a new category concept, or presenting your recommendations to retailer partners, virtual allows you to maximize efficiency and minimize barriers.

Next-level collaboration for retail

It’s time to go beyond video calls and screen shares. In a world where speed to market is imperative, remote work is standard, and industry trends need quick response, progressive brands and retailers are turning to virtual retail technology to elevate their go-to-market process and stay ahead of the competition.

Your preferred 3D retail partners

When working with InContext, you gain the best in 3D visuals combined with tools that enable scale. Our cloud-based platform delivers real-time store collaboration and editing. Our 3D store environments are to-scale and fully merchandisable for complete flexibility. With integrations to your digital SKU content providers, automatic 2D to 3D product modeling, and ingestion of key merchandising files like JDA, InContext is the preferred partner in the retail industry.

Whatever you can do in the physical world, we can seamlessly replicate in a digital retail store twin.

Seamlessly create a digital retail store twin

Bring prototypes of new merchandising strategies to life in the context of the store for increased shopper engagement.

Quick Start
Quick Start
Log in to and enter the 3D store of your choice
Change, and change again…product arrangement, product assortment, placement of displays or signage
Share finalized retail best practices for implementation
Place 3D products, planograms, signage and displays throughout the virtual store
Live stream the 3D store, invite others to take a tour or record a video to share

Planogram Optimization Features

Virtual enables your teams to work smarter, together, with tools aimed at streamlining collaboration and enhancing presentations with visuals that pack a punch.

The Virtual Store
Build a digital twin of your store, choose from our robust library of stores built to scale, or build something brand new with our 3D artists.
Intuitive Store Set-up
Anyone can customize a store in 3D. Drag, drop, copy, paste, delete. Simple.
3D SKU Ingestion
Already have existing 3D SKU models? Great! File importing is available enabling immediate content access for all of your virtual store merchandising needs.
Navigate the virtual store at the click of a button. No more clunky starts and stops. Simply set your destination in the store and go.
3D Product SKUs
InContext proudly hosts the world’s largest 3D SKU library and content management system supported by homegrown AI, digital content partnerships and proprietary tools.
When storytelling in the context of the store, presentations, spreadsheets and videos can all be integrated for seamlessness.
Data Visualization
The combination of merchandising visualization and the data behind it yields powerful insight.
Virtual Meeting Space
Bring complex ideas together in a single space to present marketing strategy, shopper insights, category planning, etc.
Toggle between and jump into entire “mini” stores that can be placed within a virtual store environment to quickly present multiple finished concepts.
Case Studies

Success stories from clients

Planogram Optimization FAQs

Frequently Asked Questions

It means improving the profitability of the products offered on the retail shelf and at a store. Planogram optimization requires detailed understanding of shopper preferences, assortment, volume, price, sales, turnover, dimensions data, store layout, and merchandising strategies. The goal is an efficient planogram that incorporates the winning price and promotional strategies. Planogram optimization often is, and likely should be, refined at a local level.

Visualizing a planogram in 3D makes sure that the planogram is not only financially efficient but visually optimized, meaning the functionality is easy for shoppers to navigate and find what they are looking for. 3D visualization takes into consideration not just the assortment (‘what’ products are on the shelf), but the arrangement as well (where they are located relative to each other and adjacent items.) How products are arranged on the shelf can completely change how the shopper interacts with and understands the product categories.

1. Get the assortment right. Start with sales data, identify trends for when products are selling well, what combinations of products are shopper purchasing. Consider how you can use that insight to improve products available.
2. Identify tactical strategies to improve performance. Ensure adequate facings and appropriate location for fast moving items and trip drivers to make sure that people can find and purchase their priority items. Set a logical flow for the category that helps shoppers understand where to find the items they need and encourage add-on items. Consider the total visual picture of the category, and how well it tells the story of the category to a shopper.
3. Set category principles. This creates consistency in the shopper experience and drives efficiency on-going in store operations.
4. Do your research. Understanding the shopper purchase decisions relative to your assortment, arrangement and flow means you can create planograms that make the shopping experience easier and more pleasant. This practice creates greater customer satisfaction and loyalty for both stores and brands.

Anything that changes in the planogram can have an impact on the shopper and their decisions. So, anything you change can and likely should be tested before putting it into a store to ensure a positive outcome. Here are some of the most common things to test:
– Product placement
– Assortment
– Arrangement
– Flow
– Price
– Promotion
– Leading the aisle items
– Eye level items
– Brand blocking
– New item introductions

Day to day tactical, planogram optimization means:
– Having products on the shelf when people want to buy them, avoiding out of stock through appropriate assortment and retail space allocation
– Growing volume of items purchased within the category, building the basket through logical placement and flow
– Maximizing sales of high profit items and creating operational efficiencies for labor through smart item arrangement.
Long term impact of these successful tactics will be a productive category with strong shoppability, leading to shopper loyalty, improved retailer brand and ensuring your category is a destination of choice.

These things go hand in hand. Part of optimizing your planogram is ensuring you allocate the right amount of space to the right products. Without proper space allocation, you might find yourself with excessive out of stock items, or missing items that shoppers deem to be staples. Not having what shoppers want and need in your assortment has adverse effects on the brand and long term negative implications on shopper loyalty.

Planogram optimization is a constant process, because it reflects variables that are constantly in flux: ie. shopper preferences, retailer objectives, new product introductions, general product availability and supply. These types of data and variables are key drivers for planogram optimization decisions. Further analysis of those planogram solutions can be done with shoppers to ensure the response to those variables will result in positive sales performance for the category.

InContext has been the leader in visual merchandising and planogram optimization for over a decade, and we do two things very well:
1. We test the planogram with shoppers. InContext’s proprietary platform and methodology for online quantitative virtual store testing, produces a .9+ correlation with actual in store purchase. What happens in the virtual store is predicting what will happen in the physical world. We test with hundreds or thousands of actual shoppers to give you stat-tested analysis of category, segment, brand and even product level sales. Test planograms before investing in labor or disrupting the store to make sure they accomplish the goal you have in mind.

2. We visualize new planogram concepts in full 3D. Part of the optimization process is visual, and a 2D picture just isn’t the same was walking the aisles of the store in 3D and picking up the products, experiencing associated marketing, pricing and promotional strategies, etc. We enable the true- to-life visual inspection without the cost and complexity of a physical set room or an in-store reset. High resolution 3D product models, 3D stores and photo realistic adjacencies create an experience that is exactly like it will appear to shoppers in the physical store. Perfect for internal approval meetings or retailer/manufacturer Top to Tops.

Want to see the FUTURE without waiting?

Visualize and test your retail ideas in our risk-free digital spaces.