Role of Retail Store KPIs in the retail execution data model
Key Takeaway
A Retail Store KPI links an Assessment Indicator Definition (the metric) to a store group and sets the target value for that metric across every store in the group.
The retail execution KPI data model has three layers. The Assessment Indicator Definition object holds the metrics themselves. A Retail Store KPI sets the target, or expected value, for a metric across a group of stores. The Retail Store KPI also ties the metric to what it applies to, such as products, promotions, or planograms. During a visit, these targets become Retail Visit KPI records, where reps capture the actual values so they can be compared with the targets.
The three layers of the KPI data model
The KPI data model has three layers, with one object for each layer:
| Object | API name | What it holds |
|---|---|---|
| Assessment Indicator Definition | AssessmentIndicatorDefinition | The master list of KPIs, or metrics |
| Retail Store KPI | RetailStoreKpi | The target, and where the target applies |
| Retail Visit KPI | RetailVisitKpi | The actual values captured during a visit, against the Assessment Indicator Definition and its target |
The key defining attribute of an Assessment Indicator Definition is the metric's data type: number, decimal, text, date-time, or boolean. Each metric is reusable for different records, such as products, product categories, and promotions.
An Assessment Indicator Definition does not hold a target. Target values are defined through the Retail Store KPI object instead.