Advanced Category Management Analytical Modules

Delta Associates
Training overview
Professional Course
8 days
Start dates
Virtual training available for teams

On-site training available for teams
Advanced Category Management - learn how to analyze large data sets to discover root cause. Price elasticity, promotional effectiveness, product mix rationalization and store clustering analytics.

Course description

Advanced Category Management Analytical Modules

Learn the fundamental tools of advanced category management analytics that allow you to dissect complex data and discover root causes. 

Five core courses are part of this program (but you can take anyone that is pertinent to your interests):

  • Advanced Data Visualization - 2 days
  • Product Mix - 2 days
  • Promotion Analytics - 2 days
  • Placement - 1 day
  • Price Analytics - 1 day

An optional 7-hour self-paced online Excel PivotTables course is included.

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Training content

Advanced Data Visualization course: dives deep into time-series analytics, bubble/quadrant charts, heatmaps, Mekko and waterfall charts. Did you know that 90% of waterfall charts are not designed properly?

Product Mix course: explores different analytical techniques to fully understand the product mix productivity. Some of the analytical tools used in this program will be a systematic 1-dimension & 2-dimensional attribute analysis, long-tail contribution, Magic Sheet™, and weighted index/rank incorporating category management factors such as weighting based on profit generation or traffic building attributes.

Promotion Analytics course: thoroughly covers all aspects of promotional analytics. You will learn how to understand base volume and incremental volume - especially when the business is seasonal. You will learn some of the pitfalls of syndicated data’s base and incremental volume calculations and conduct ROI analytics incorporating the “hang-over” impact.

Placement course: focuses on creating clusters and versioning of planograms. This program will not address planogram design software.

Price Analytics course: discusses price elasticity modeling and the development of effective price ladders.

Course delivery details

This program consists of 5 core courses. They can be taken separately or as part of a certification program. The courses are offered either in-person or virtual live training. The time commitment for each course is as follows:

  • Advanced Data Visualization: 2 days
  • Product Mix: 2 days
  • Promotion Analytics: 2 days
  • Placement: 1 day
  • Price Analytics: 1 day

The courses are scheduled periodically throughout the year. Or for 8 to 12 associates, we can deliver a custom course.

Delta Associates Business Insights: Black Belt level 1 certification and Excel PivotTable knowledge are recommended prerequisites.


The price breakdown for each course in the Advanced Category Management Analytical Modules program is:

  • Advanced Data Visualization: $1,800
  • Product Mix: $1,800
  • Promotion Analytics: $1,800
  • Placement: $900
  • Price: $900

An optional 7-hour self-paced online Excel Pivot Tables course is included.

You have the option of taking the Business Insights: Black Belt Level 2 Certification Exam after you complete 4 of the 5 courses. This is a 4-hour proctored exam that will test your Advanced Category Management Analytics Skills. The fee for this exam is $450. You may register for the exam at any time, even after you start your courses.

Certification / Credits

You have the option of taking the Delta Associates Business Insights: Black Belt Level 2 Certification Exam after you complete 4 of the 5 courses. This is a 4-hour proctored exam that will test your Advanced Category Management Analytical Skills. A score of 70% or higher is required to pass.

Why choose Delta Associates?

25+ years, 500+ clients in 50+ Countries

Over 5,000 certified analysts trained

Retail FMCG/CPG experts focusing on Category Management Analytics

About Delta Associates

Delta Associates

25+ years, 500+ clients, 50+ countries – We teach retail professionals how to analyze sales and marketing data, find the key insights, and communicate them powerfully and clearly. Most organizations consider data a strategic asset - yet fail to build...

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Contact info

Delta Associates

111 Mountain Brook Drive
Suite 204
30115 Canton Georgia

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