Retail & e-commerce
See sales and marketing results together.
A shared basis for trading decisions and less manual report assembly, with source gaps visible.
Discuss this workflowThe challenge
What slows the team down.
Sales and advertising reports use different periods and definitions. Teams spend time reconciling figures before deciding what to change.
What Planerix brings together
Bring sales and advertising reports into one dashboard. Compare periods, ask ChatIX about changes and assign a task to the marketing or operations team.
What gets easier
A shared basis for trading decisions and less manual report assembly, with source gaps visible.
How it works
The workflow, step by step.
Explain the period change
Confirm the follow-up
Connected sources
Configured advertising sources, approved databases and commerce exports. Connector coverage is agreed before rollout.
Setup and requirements
We configure Workspace around your sales and advertising data. Stock forecasting, automatic purchasing and additional shop connections need separate planning.
Results to track
Make the improvement visible.
Report preparation time
Source coverage and freshness
Time from insight to action
Choose the indicators that matter to your team, record where you start and compare progress over time.
What would you like to make easier?
Tell us what takes too much time today. We’ll show you the relevant tools and agree on a useful first step.