Create grid

A Grid in Retailgrid is your focused pricing workspace — a selected set of products where you analyze, optimize, and execute pricing decisions.

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What is a grid?

A Grid is:

• A filtered subset of your product catalog
• A working environment for pricing and analysis
• A place to run agents, apply rules, and export results

You can create multiple grids for:

• A specific brand (e.g., Arla)
• A category (e.g., Dairy)
• A campaign
• A pricing experiment
• A country or channel

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Step 1. Go to grid

From the main navigation:

• Click Grids
• Click + New (top right)

You’ll enter the Manual grid creation screen.

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Grids view

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Step 2. Name your grid

At the top:

• Enter a clear, descriptive name
  Example:
  • Arla
  • Dairy – Margin Optimization
  • March Price Test

The pinned header keeps a live counter of how many products are currently in scope, so you always see the size of the set you’re building.

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Name your grid

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Step 3. Define your scope

The scope panel is where you narrow your catalog down to the products this grid should hold. It’s organized so the controls you reach for most stay in front of you, and the rest stay out of the way until you need them. Open by default:

• Grid grain — whether a row is one product or one product-store combination. See Product and SKU-Store grid views.
• Search — find products by name or ID.
• Quick filters — three one-click toggles: Status = Active, Stock > 0, and Sales > 0 (in the last 52 weeks).
• Category and Brand — each shows the top values with a “+N more” search box, so an account with hundreds of categories or brands stays usable instead of listing everything at once.

Collapsed into accordions (each shows a one-line summary of its current state, so you can see what’s set without expanding it):

• Location — narrow to specific stores or zones.
• Competitor context — choose the competitors and the observation window the market-data metrics use (see below).
• Custom columns — add columns to the grid as you build it.
• Advanced filters — build precise row sets with Add field filter (on a product attribute) and Add metric filter (on a computed metric such as margin or sales), combined into nested AND / OR groups with Add group.

Live stat cards at the top of the panel count the current scope as you refine it: SKUs, Stores, Competitors, and Competitor Coverage %. Watch them to sanity-check a filter before you commit — a combination that returns zero SKUs is easy to spot here.

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Define scope

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Step 4. Select products

With your filters set, choose the products the grid will hold:

• Select individual SKUs
• Select all filtered results
• Clear selection

This defines exactly which products will be included in your grid.

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Step 5. Click “Create grid”

The pinned header keeps the title, Cancel, and Create grid in view the whole time, so you never scroll to find the button. When your scope looks right:

• Click Create grid
• Retailgrid creates your grid and opens it

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Step 6. Start working in your grid

Your new grid opens in spreadsheet-style grid format. From here you can:

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Analyze

• Sort and filter
• Compare price vs cost
• Review margin gaps

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Modify

• Edit prices directly
• Add calculated columns
• Apply bulk updates

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Execute

• Use Agents
• Run pricing rules
• Export data
• Prepare price updates

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Grid is ready

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Change which products are in the grid

The selection you made when creating the grid isn’t permanent. Click Scope in the top-right of the grid toolbar to reopen the grid’s definition and change it. The scope panel holds more than the product selection:

• Grid grain - whether a row is one product or one product-store combination. See Product and SKU-Store grid views.
• Competitor context - Store and Zone narrow both the grid’s rows and its competitor metrics. Competitors and the competitor observation window narrow the metrics only, so you can ask “how did we sit against these two competitors” without changing which products are in the grid. The observation window is a rolling lookback — Last 7, Last 14, Last 30, or a custom number of days — re-evaluated against the current date every time the grid is filled or refreshed. A grid set to “Last 14 days” keeps showing only competitor prices observed in the last 14 days, and stays that way on later refreshes without editing the scope. Competitor-derived metrics (index, min/max, coverage) reflect the same windowed set as the visible prices. Grids created before this change keep their fixed Observed from / Observed to dates until you next edit the scope.
• Filters - build the row set with Add field filter (on a product attribute) and Add metric filter (on a computed metric such as margin or sales). Combine them into nested groups with Add group, and set each group to AND or OR.
• Preview - the matching row count and a sample of the rows, updating as you change the filters. Check it before you apply: a filter combination that returns zero rows is easier to spot here than in an empty grid.

Applying a new scope refreshes the grid against it.

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How your grid stays fresh

Every grid is refreshed automatically overnight with the latest data from your datasets. You don’t need to trigger a manual refresh after replacing a file — the next night’s run picks it up.

• Nightly refresh — runs once per day during an off-hours window and covers every active grid.
• On-demand updates — replace a dataset on the Datasets page at any time; the change becomes visible in your grids on the next nightly refresh, or sooner if you manually run an agent against the grid.
• Per-grid status — failed refreshes are visible in the Runs section, where system-triggered nightly jobs appear alongside user-triggered runs.