Assessment indicator definition data types for store metrics
Key Takeaway
An Assessment Indicator Definition (AID) supports six data types: Number, Boolean, Date Time, Text, Decimal, and Picklist. Choose the one that matches the kind of answer the rep gives.
An Assessment Indicator Definition (AID) is a metric that a field rep measures during a store visit. Each AID has a data type that decides what kind of value the rep captures. AIDs are linked to assessment tasks. Retail Store KPIs use AIDs to set targets for each store.
AIDs, assessment tasks, and Retail Store KPIs
An AID is a parameter used to capture store data and measure store performance during a visit. The count of a product on a shelf is one example of an AID. A product facing on a shelf is another.
To measure store performance and define targets in Retail Store KPIs, you define AIDs and associate them with an assessment task. AIDs are associated with Assessment Task Definitions (ATDs).
You can use AIDs in these assessment tasks on the mobile or desktop app:
- Product
- Product Category
- Promotion
- Planogram
- Custom
AIDs are reusable, so you can associate the same metric with multiple task definitions.
An admin at a juice company creates one AID called Shelf Facings. She associates it with the Assessment Task Definition for a Product task. She also associates it with the Assessment Task Definition for a Planogram task. Because AIDs are reusable, both tasks use the same metric. She doesn't need to create a second AID.