Increase efficiency from supplier to shelf

With grocery data analytics software that includes operational and financial analysis, simulation, and planning

The battle for consumers’ grocery spend is more intense than ever, with new store concepts, pricing strategies, delivery formats, and market volatility putting retailers under pressure to deliver increased value with decreased costs. By unifying analytics, simulation, and planning capabilities, Board enables grocers to meet changing customer demands while maximizing efficiency across the supply chain thanks to fast, informed decision-making.

Grocery planning software with operational and financial analysis
An example homescreen of a grocery reporting application

From sales planning to category management, rolling forecasts to store and label P&L projections, and price and promotion optimization to workforce management, Board’s unified solution for analysis, simulation, and planning helps grocers to manage and control their entire decision-making process.

Quickly understand performance with powerful Retail Analytics

Achieve full transparency across the supply chain with a centralized hub for data analysis.

  • Gain full visibility across the business

    Unifying financial and operational retail data, Board creates a single point of truth and provides complete visibility of performance through interactive dashboards and reports

  • Analyze data at all levels of detail

    Perform detailed analysis on data at every level of the organization, from aggregated product categories to individual SKUs

  • Empower users with self-service analysis

    A user-friendly interface enables users to analyze data in their own way to quickly find the answers they need

  • Combine Business Intelligence with Planning

    Planning and analysis capabilities in a single solution enables you to use historical data for future planning activities

Retail analysis example for Board Integrated planning platform
This dashboard shows a typical set of KPIs in use in retail at store level

Transform your Strategic Grocery Planning

Link high-level strategies to financial and operational goals for individual stores.

Strategic retail planning map an example from Board's software
The screen shows the "value tree" and the tables allowing retailers to evaluate strategic initiatives.
  • Gain complete performance transparency

    Unify business-wide data, from supplier to shelf, to create a single point of truth for analysis, planning, and reporting

  • Easily create strategic initiatives

    Create and review business initiatives such as the launch of new brands or product lines

  • Test the impact of decisions before you take them

    Model scenarios to assess their impact on the business’ bottom line before choosing the option which is likely to deliver the best outcome

  • Set goals for the short, medium and longer term

    Set and monitor budgets for the time period of your choice, in line with projected performance

Increase the efficiency of your Grocery Financial Planning

Produce well-informed financial plans which take into account the impact of every area of the business.

  • Cascade strategic targets down into financial objectives

    Distribute targets and financial goals at brand/region/channel level to produce a plan which works for all departments

  • See the true cost of strategic and operational activities

    The unification of data from across the business creates full visibility of the relationship between activities and related costs

  • Remove manual processes

    Automate time-consuming processes by automatically collating and consolidating financial data for analysis and reporting purposes

Sample of grocery store business plan software screen
The screen is an example of profitability analysis for several product categories

Find the best Category Management approach

Effectively manage a mix of multiple product categories to capitalize on high performers and change the strategy for less successful ranges.

Supplier compliance stats by category
This sample dashboard shows some KPIs and indexes for suppliers in the grocery sector
  • Define categories and assign them targets with ease

    Define product categories as mini Business Units, assigning them goals to help drive overall performance (revenue/traffic/margin generator, etc.)

  • Quickly assess each category’s performance

    Create category scorecards to easily monitor and analyze strategic, operational, and financial success

  • Compare multiple strategies to determine the best mix of products

    Perform simulations and comparisons between different versions of the strategy plans, while enabling the internal sharing of information and collaboration with the top suppliers of each category

Maximize the effectiveness of Price & Promotion Planning

Find the optimal pricing and promotional strategies to help the achievement of strategic and financial goals.

  • Quickly understand your competitors’ pricing strategies

    Automatically analyze competitors’ prices and define “Price Indexes” for every category

  • Easily define pricing by product and store type

    Set the rules of pricing consistency for different packing sizes and formats of goods, considering the goals of every store format (e.g. Cash&Carry, superstores, convenience stores, etc.)

  • Set achievable sales promotion targets

    Analyze historical promotions and define future budgets and targets for promotions at category or supplier level

  • Increase the effectiveness of promotion planning

    Effectively define promotional periods for each product in a collaborative approach with suppliers

  • Forecast the success of future promotions

    Analyze the historical impact of past promotions and automatically uplift the statistical forecast baseline

Planning a retail promotional merchandise strategy with Board
This is an example homepage for a Price & Promotion management process application

Gain full control of Replenishment

Effectively manage shelf availability and service level for non-food categories.

Full control dashboard of replenishment activities
This dashboard shows the on-shelf availability of some non-food goods
  • Increase the accuracy of stock analysis & shelf availability reporting

    Create effective reports on shelf availability and develop service level indexes, enabling the clustering of different product groups to calibrate replenishment policies

  • Effectively forecast product demand

    Assess future demand levels based on statistical forecasting capabilities

  • Easily manage replenishment activities

    Determining replenishment quantities and slots based on the target level of shelf availability and supply chain lead times

Customer success story: Conad Nord Ovest Case Study

Unification of management control, budgeting, and sales analysis in a single, user-friendly environment

Board has enabled us to integrate all the information from different sources within a single environment, providing immediate access to multidimensional analyses and simplifying our reporting procedures.
Digital Finance Transformation at M&S
Integrated working capital reporting
Digital transformation in the office of finance
    Gruppo Poli
    A single platform for planning and analysis
    Integrated business planning and reporting

    Get practical advice on digital transformation in retail