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Planogram Compliance: How to Ensure Your Stores Execute the Same Way Everywhere

Introduction: The Pain All Brands Experience in Mexico

If you work in trade marketing, modern channel, or retail, you know perfectly well that one of the most common—and most costly—problems is this:

The planogram looks perfect in PowerPoint... but in-store everything is different.

One day you find your display impeccable.

The next, it's incomplete, mixed, or displaced by the competition.

It happens in supermarkets, pharmacies, convenience stores, clubs, wholesalers... in any channel.

And the most frustrating thing is that, even when your promoters visit stores:

• There's no consolidated evidence
• Each supervisor interprets the planogram differently
• Reports arrive via WhatsApp, without order
• There's no real way to validate execution

But what does exist are lost sales, poorly utilized spaces, invisible out-of-stocks, and negotiations that fall through due to non-compliance.

That's why talking about Planogram Compliance is no longer a "nice to have."

It's the foundation for protecting your POS investment.

What is Planogram Compliance (Really)?

It's not just "following a drawing."

It's not taking a photo and sending it to the group either.

Planogram compliance means:

• The store displays EXACTLY what you agreed upon
• Furniture, facings, heights, and SKUs match what was planned
• Space is respected according to negotiated percentages
• Photos verify real execution
• The brand maintains constant and repeatable visibility

It's basically converting the plan into reality.

And in Mexico, where competition makes daily moves, whoever controls their planogram controls their category.

Why Achieving Planogram Compliance in Mexico is So Difficult

Years supporting brands and agencies in retail show us 6 critical causes:

1. Each Store Interprets the Planogram Differently

Even within the same chain, floor teams make "temporary" modifications that never return to normal.

2. Lack of Clear and Organized Evidence

Photos arrive via WhatsApp, without context, without metadata, without store name.

3. No Immediate Validation

When HQ receives the report, days have passed. Errors remain in-store.

4. Promoters Without Clear Visual Guidance

Many planograms are delivered as heavy PDFs or confusing images.

5. Overwhelmed Supervisors

There's no single dashboard to verify execution by region, chain, or team.

6. Manual Reports That Consume Hours

Excel, presentations, loose photos... complete chaos.

And that's why brands need a tool that makes simple what was previously impossible.

How to Improve Planogram Compliance (Without Depending on WhatsApp Chaos)

Here's the most practical flow—used by the most mature trade teams in LATAM—to achieve real uniformity.

1. Deliver Visual and Simple-to-Interpret Planograms

Nothing huge files or illegible PDFs from a cell phone.

The best teams use:

• Clear images
• Diagrams by category
• Reference photos
• View by module or linear meter

It must be understandable in 5 seconds, not 5 minutes.

2. Give Exact Instructions Within the Same Work Tool

If the promoter has to open WhatsApp, then search for a PDF, then take photos... efficiency is already lost.

The ideal:

Everything within the same app.

Planogram → Execution → Evidence → Approval.

3. Request Mandatory and Standardized Photographic Evidence

Example:

• Front photo
• Side photo
• Close-up of facings
• Out-of-stock image (if applicable)
• Visible price

With metadata and location. Not random photos.

4. Automate Approval (Real-Time Supervision)

The supervisor sees:

• Which store already complied
• Which is "pending"
• Which has errors
• Which SKU is missing
• Who executed correctly

Without waiting for weekend reports.

5. Consolidate Automatic Reports by Chain, Region, and Category

Serious brands measure:

• % compliance by store
• % compliance by chain
• Recurring non-compliance
• Stores that need additional visit
• SKU with most breaks

Without this, the planogram becomes a suggestion... not real execution.

How Shopl Achieves Planogram Compliance Simply and Scalably

Shopl was designed exactly for this.

1. Planograms and POP in One Place

The promoter can see:

• Assigned planogram
• Corresponding POP
• Reference photos
• Brand instructions

All from their cell phone.

No WhatsApp. No loose files.

2. Evidence Capture Validated with Metadata

Each photo is saved with:

• Time
• Date
• Store
• Coordinates
• User who captured it

Reliable evidence = real control.

3. Intelligent Checklist to Validate Execution

The system places steps like:

• Is SKU A at the correct level?
• Complete facings?
• POP material installed?
• No competition in assigned space?

And marks compliance.

4. Dashboards for HQ with Live Results

HQ can see:

• Compliance level by region
• Stores that failed
• SKU with recurring problems
• Before/after photos
• Execution times

It's the dream of any trade marketing manager.

5. Automatic Reports

Forget consolidating photos or building manual PowerPoints.

Shopl generates:

• Reports by store
• Reports by chain
• Reports by category
• Compared historical data
• Trends by month

And with this, compliance stops being luck... and becomes a process.

The Real Impact of Planogram Compliance (Hard Data)

Companies that standardize their execution see:

+12% increase in sales per category
30% reduction in shelf breaks
Up to 8 more points in space share
Similar executions in stores of the same chain
More productive teams and more agile supervision

There's no more profitable trade strategy.

Conclusion

Planogram compliance is not about "perfectionism."

It's about:

Profitability — Each lost facing is money you stop earning
Competitiveness — Whoever controls their space, controls their category
Credibility — Without evidence, there's no negotiation
Scalability — You can't grow without repeatable processes

And in Mexico, where the battle for POS is won or lost every day, having a system that guarantees uniform execution is no longer optional.

It's the difference between a brand that executes... and a brand that only plans.

The question is not if you need planogram compliance.

The question is: how much longer will you wait to implement it?

If your planograms look perfect in PowerPoint but chaotic in-store, schedule a demo and discover how Shopl achieves uniform execution everywhere.
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