Examining and completing a planogram task during a visit
Key Takeaway
On a planogram task's Assessment task page, "Product Details" shows the list of products in the planogram along with the reference image. KPIs that aren't tied to a product, such as banner placement, go under "Planogram Compliance".
A planogram is the planned layout of products on a store shelf. A planogram check is a visit task in Agentforce Consumer Goods where a sales rep compares the real shelf with that plan. Planogram checks track how your products appear to consumers on a shelf. They also show the share-of-shelf percentage of your products at specific in-store locations.
Setup before the visit
Planogram tasks are assigned to a visit through an action plan template. In that template, one or more Retail Store KPIs (RS KPIs) are assigned to a planogram check task.
The setup happens before the visit:
- A planogram image is associated with the in-store location.
- An action plan template is associated with the visit.
- Retail Store KPIs are associated with the visit.
A rep sees a planogram task only if their manager associates an action plan template with the visit. So if the visit has no action plan template, no planogram task appears.