Retail Store KPI versus Retail Visit KPI
Key Takeaway
The Retail Store KPI holds the target for a retail store group. The Retail Visit KPI holds the actual value a field rep captures during a visit.
Agentforce Consumer Goods uses two linked objects to measure how stores perform. A Retail Store KPI holds the target, which is the value a sales manager expects for a metric across a retail store group. A Retail Visit KPI holds the actual value a field rep captures during a visit. Because the two objects are linked, you can compare the target with the actual value.
Targets and actual values
Think of the Retail Store KPI as the answer key and the Retail Visit KPI as the filled-in scorecard.
| Retail Store KPI | Retail Visit KPI | |
|---|---|---|
| API name | RetailStoreKpi | RetailVisitKpi |
| Holds | Targets | Actual information captured during a visit, against those targets |
| Who creates it | You | The system |
So any value a field rep records during a visit, such as facings or share of shelf, belongs in the Retail Visit KPI, not in the Retail Store KPI.
Target values in Retail Store KPIs can be compared with actual values in Retail Visit KPIs. Sales managers can build Salesforce reports and dashboards on both objects to track promotion compliance, planogram compliance, and store-product compliance.
Both RetailStoreKpi and RetailVisitKpi are available only in orgs with a Consumer Goods license.
Lena is a sales manager. She expects a promoted 1-liter orange juice to sell for 2.99 in the stores of her City Stores retail store group. She creates a Retail Store KPI for the City Stores group, links it to the spring orange juice promotion, sets the KPI Type to Price, and enters 2.99 as the target. Later, an action plan template with a Promotion Check task is assigned to field rep Omar's visit to one of those stores. The system creates a Retail Visit KPI from Lena's Retail Store KPI. In the store, Omar sees the juice priced at 3.29 and records 3.29. Omar's 3.29 is saved in the Retail Visit KPI. Lena's 2.99 stays in the Retail Store KPI. Lena's compliance report shows both values side by side, so she can see the store is off target.