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:
Floor Plan -- If you have multiple floor plans, select which one to view
Layout -- Choose which layout's category assignments to use (the active "Current" layout is selected by default)
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.
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 for setup instructions.