Connect Cross-Functional Teams Around Data
Share workspaces, saved views, and insights across category managers, merchandising ops, suppliers, and leadership. Control access, track changes, and collaborate on planogram strategy—all in one platform.
What You Can Share
From saved views to compliance reports—workspace tools connect teams and eliminate silos between category, operations, and suppliers.
Team Workspaces
Create shared workspaces for categories, regions, or projects. Invite collaborators, assign roles, and control who sees what.
Saved Views & Bookmarks
Save filtered analytics views and share them with teammates. Create bookmarks for high-priority compliance issues or category performance.
Role-Based Access Control
Define granular permissions: Admin, Editor, Viewer, Supplier. Control who can upload planograms, edit mappings, or view analytics.
Comments & Annotations
Add notes to specific SKUs, stores, or compliance issues. Tag teammates to resolve questions without leaving the platform.
Export & Report Sharing
Export analytics to CSV, PDF, or Excel. Schedule automated reports for leadership. Share compliance dashboards with external suppliers.
Audit Trails & Version History
Track who changed what and when. Review past planogram versions, mapping edits, or product data updates for compliance audits.
Why Collaboration Matters
Planogram intelligence loses value when siloed. Workspace tools break down barriers between teams, suppliers, and leadership.
Break Down Silos
Category, ops, and suppliers often work in isolation. Shared workspaces align everyone around the same data—eliminating version conflicts and miscommunication.
Accelerate Decisions
Stop waiting for email attachments and stale spreadsheets. Real-time collaboration means faster fixes, faster approvals, and faster time-to-market.
Control Access Securely
Invite suppliers without exposing internal data. Grant leadership read-only dashboards. Maintain compliance with role-based permissions.
Real-World Use Cases
From supplier collaboration to leadership dashboards—workspace tools streamline cross-functional coordination.
Supplier Collaboration
A CPG supplier needs to validate their brand's share of shelf across 150 stores. Category manager creates a shared workspace with read-only access—no email attachments, no data exports.
Leadership Dashboards
Regional VP needs a weekly compliance summary. Ops team saves a filtered view showing critical stores with less than 80% adherence—automatically refreshed with live data.
Cross-Functional Alignment
Category manager uploads new planogram. Ops tags field team in comments: "Fixture X won't fit in Store 147." Category updates design before rollout—avoiding execution failure.
Audit Trail Compliance
Internal audit requests proof that product data changes were authorized. Version history shows who updated SKU mappings, when, and which files triggered changes—full compliance documentation.
Built for Your Team
Whether you're coordinating with suppliers, briefing leadership, or aligning ops—collaboration tools eliminate friction.
Category Managers
Share analytics with suppliers, collaborate with ops on planogram changes, and brief leadership with saved dashboards.
Merchandising Ops
Tag category managers with execution issues, export fix lists for field teams, and track compliance over time.
Retail Leadership
Access live dashboards without digging through reports. Request custom views from analysts and monitor fleet-wide metrics.
Ready to connect your entire team?
Stop working in silos. Share insights, collaborate on decisions, and align around planogram intelligence—all in one workspace.