Assortment Planning & Optimization Software
Maximize profitability with an assortment optimization tool designed for modern retail. Create space-aware plans that localize your product mix, reduce inventory holding, and identify high-growth opportunity gaps.
Assortment Planning Software
Create space-aware assortment plans that allow you to meet the localized needs of your shoppers and improve their in-store experience.





REDUCE INVENTORY HOLDING, IDENTIFY OPPORTUNITY GAPS AND IMPROVE YOUR PROFITABILITY
Deeply integrated with our clustering, planogram and floor planning functions, you can use DotActiv’s intelligent assortment planning software to customise your assortments down to a granular level, allowing you to reduce unnecessary inventory holding and make space for fast-moving products.
Range Pre-Analysis
You can complete a pre-analysis to assess how your range fits within your current space and performance metrics to plan your category going forward.
RANGE PRE-ANALYSIS
Range Cap Calculation
With our built-in Range Optimizer feature, you can calculate the range cap at all levels of the consumer decision tree to optimise your space and maximise sales.
RANGE CAP CALCULATION
Assortment Rules
Make use of assortment rules built into the software. Rules are individual calculations applied to the category hierarchy and determine how you prioritise products.
ASSORTMENT RULES
Templates
Make use of templates that consist of a set of rules and are not category-specific. They are grouped and applied to a specific level of the hierarchy.
TEMPLATES
Post-Assortment Reporting
Evaluate the impact of your assortment changes. You can determine SKU allocation in accordance with performance, financial and KPI impact and more.
POST-ASSORTMENT REPORTING
KPIs
We can set up your hierarchy and KPIs using the Analysis Grid function. Once set up, it displays your configured set of KPIs at each level of the hierarchy.
KPIS
Why Optimization Matters
Deeply integrated with our clustering, planogram and floor planning functions, you can use DotActiv’s intelligent assortment planning software to customise your assortments down to a granular level, allowing you to reduce unnecessary inventory holding and make space for fast-moving products.
Range Pre-Analysis
You can complete a pre-analysis to assess how your range fits within your current space and performance metrics to plan your category going forward.
RANGE PRE-ANALYSIS
Range Cap Calculation
Our built-in assortment optimization tool calculates ideal range caps using advanced algorithms. Analyzing consumer decision trees ensures your assortment optimization retail strategy aligns with shopper demand and shelf space.
Data-Driven Assortment Optimization for Retail
Assortment Rules
Make use of assortment rules built into the software. Rules are individual calculations applied to the category hierarchy and determine how you prioritise products.
ASSORTMENT RULES
Templates
Make use of templates that consist of a set of rules and are not category-specific. They are grouped and applied to a specific level of the hierarchy.
TEMPLATES
Post-Assortment Reporting
Evaluate the impact of your assortment changes. You can determine SKU allocation in accordance with performance, financial and KPI impact and more.
POST-ASSORTMENT REPORTING
KPIs
We can set up your hierarchy and KPIs using the Analysis Grid function. Once set up, it displays your configured set of KPIs at each level of the hierarchy.
KPIS
Why Move from Manual Spreadsheets to Assortment Planning Tools?
Traditional retail planning is reactive. DotActiv’s assortment planning software transforms the process into a proactive strategy.
By using integrated assortment optimization tools, you can simulate ‘what-if’ scenarios, seeing the impact on your bottom line before you even place an order.
1. Advanced Substitution Logic
Optimize Ranges with Transferable Demand
Stop guessing which SKUs to cut. Our assortment optimization tool identifies redundant products by predicting customer substitution patterns. You can trim SKU bloat and streamline your range without risking category turnover or losing loyal shoppers.
2. Omnichannel Alignment
Unified Strategy Across All Channels
DotActiv’s assortment planning tools & software bridge the gap between the physical shelf and the digital storefront. Synchronize your store-specific ranges with online “endless aisle” offerings to ensure a consistent, data-driven experience for every shopper, everywhere.
3. Visual Assortment Planning
Visualize Your Strategy Instantly
Don’t plan in a vacuum. Unlike spreadsheet-based assortment optimization retail tools, DotActiv integrates visual planogramming. See exactly how your new product mix impacts shelf capacity and brand blocking before you commit to an order.
HOW DOTACTIV ENSURES CUSTOMER SUCCESS
We provide all of our software users with a range of extra services and resources, all aimed at helping our customers see continued success.
PROACTIVE CUSTOMER SUCCESS CONSULTANT
24-HOUR TECHNICAL SUPPORT
DOTACTIV ACADEMY
DOTACTIV POWERBASE
ONE-ON-ONE TRAINING SESSIONS
FREE RESOURCES
BEN LUBBE
Retail Operations Manager at SPAR, Pharmacy at SPAR
DON’T HAVE THE AVAILABLE RESOURCES? LEVERAGE OUR CATEGORY MANAGEMENT SERVICES TO ACHIEVE YOUR OBJECTIVES
With DotActiv’s category management services, you’ll get data-driven category optimisation deployed at record speed through unparalleled expertise and leading software.