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Assortment management · Assortora

The assortment matrix as a managed asset, not a spreadsheet

Promo is planned in a system. Trade terms live in a system. Demand is forecast in a system. The decision about what actually stands on the shelf is made in e-mail and kept in Excel. Assortora gives the matrix an owner, a lifecycle, the cost of every decision and a check against the shelf.

Demo available · early access programme

See the demoSee how it works

What changes

One number that moves the organisation.

The gap between what was agreed and what is on the shelf, in money, by retailer and by cause — not in percent of distribution.

One matrix instead of five copies.

Versions, validity periods, an owner and an approval route; "what was agreed in March" has an answer.

Decisions with a price.

Listing, delisting, replacement — each as a change request with a calculated effect, approved in a wave, executed in the field.

Execution checked, not assumed.

Sales come in, the system shows where the matrix works and where it does not — and whether the matrix is wrong or the segmentation is.

What it does

Segmentation

Rules and modifiers that cut customers and outlets into segments by format, shelf and potential; versions; a trace that explains "why this assortment" for any outlet.

  • Rule constructor, versions, published as a wave
  • Outlets without attributes handled, not hidden
  • "Why this assortment" trace per outlet

Matrices

Assortment matrices with tiers and SKU roles; composition with "how it sells" per SKU; comparison of versions; bindings of segments to matrices with validity periods and exceptions.

  • Tiers, roles, versions, side-by-side diff
  • How each SKU sells: distribution, velocity, share
  • Bindings with validity, exceptions and revision

Waves of change and approvals

Every change is a request with an effect; requests are packed into waves, approved by route, published as versions and sent to the field.

  • Change requests with calculated effect
  • Approval routes, journal, time travel
  • Waves to the field with execution tasks

Monitoring

Compliance and losses on the shelf in money, by retailer, segment and outlet; dynamics per outlet; two questions the data answers: is the matrix bound wrongly, or is the matrix itself wrong.

  • Compliance trend, losses by cause and retailer
  • Outlet card with history
  • Hand-over to monitoring leaves a trace

Recommendations

Outlets that would perform better on another matrix; SKUs that do not sell where they are placed and what to put instead, from the history of similar outlets; accept in bulk, straight into a wave.

  • Re-segmentation candidates
  • SKU replacements with evidence
  • Bulk acceptance into a change wave

Launches, listings, master data and the assistant

New products from the launch card to on-shelf tracking; retailer listings and review windows; clients, products, users and roles; an assistant that answers with the same numbers as the monitoring screen.

  • Launch plan and on-shelf tracking
  • Role model with data scope, Excel round-trip
  • Assistant on the product's own numbers

How it works

  1. Segmentcustomers and outlets by rules.
  2. Cutthe matrices by tier and role.
  3. Bind and approvematrices to segments, in a wave.
  4. Executetasks to the field.
  5. Analysesales come in: where it works, where not, and why.
  6. Change and growre-bind or replace SKUs; the gap closes, growth shown on history.

For whom

  • Category management — the portfolio must be whole.
  • Key account managers — win the negotiation, keep the listings.
  • Supply chain — every assortment decision is three months of planning.
  • Finance — the price of every decision.
  • Commercial director — four functions arguing about one number.

What Assortora is not

  • Not a planogram or space-planning tool: it decides what is on the shelf, not where on the shelf.
  • Not a trade promotion system: promo is a neighbour, not a module.
  • Not a sell-out collector: it connects to your sell-out and panel data and builds the gap on top.

Fits your landscape

  • Sell-out and panel data,ERP master data, field or sales-force systems for execution tasks.
  • Excel round-tripfor the teams that live in spreadsheets.
  • On-premise or private cloud,SSO, roles with data scope, audit.

Proof

A working demo on realistic data: 1,200 outlets, segments, matrices, waves and recommendations end to end. Early access programme: the entry is "show the gap in money" — one category, one or two customers, your sell-out and your Excel matrix, weeks not months.

Implementation and support

  1. Truthone target matrix, requests, routes, the fact from the shelf, the gap in money.
  2. Decisionslisting and delisting as processes, negotiation packs, portfolio economics.
  3. Executionlaunches, availability, promo readiness.
  4. Intelligencescenarios and ML.

Licence as one-off plus support or annual subscription; vendor subscription and support packages as for all our products.

Questions we hear first

We have no sell-out data for some customers.

The gap is built where the fact exists; for the rest the matrix, bindings and waves still work, and the fact connects later.

Can our category managers keep Excel?

Yes: Excel round-trip is built in; the system of record moves to Assortora.

Is this a product or a demo?

A product in early access: the demo shows the whole cycle; the first implementations are being scoped with design partners.

Show us one category. We will show the gap in money.

One category, one or two customers, your sell-out and your Excel matrix. Weeks, not months.

See the demo