Store group and in-store location category scoping of KPIs
Key Takeaway
A Retail Store KPI is never set for a single store. You scope it to a retail store group. To make the KPI apply to all in-store locations of one category across that group's stores, you also select that In-Store Location Category on the Retail Store KPI.
A Retail Store KPI sets a target for a metric, called an assessment indicator definition. Instead of setting the target store by store, you scope the record to a retail store group and, optionally, to an In-Store Location Category. One record then covers every matching store and shelf location. Stores pick up KPIs through the retail store groups they belong to.
What a Retail Store KPI defines
A Retail Store KPI (RSKPI) defines targets for an assessment indicator definition. Each Retail Store KPI ties that metric to a retail store group and to a product, a promotion, a planogram, or a custom object.
The fields on a Retail Store KPI answer where, what, how, and when the KPI is tracked, plus the expected result:
| Question | Fields on the Retail Store KPI |
|---|---|
| Where is it tracked? | Retail Store Group and In-Store Location Category |
| What is tracked? | Product, product category, promotion, planogram, or custom object |
| How is it tracked? | KPI Type and the assessment indicator definition |
| When is it tracked? | Effective From and Effective To |
| What result is expected? | Target value |
Product is required on the Retail Store KPI if you have inventory check tasks for the store group.