Purpose and captured metrics of the planogram check task type
Key Takeaway
A planogram check task is used during a store visit to audit how products are displayed on shelves against a reference planogram and to capture metrics such as product facings and share of shelf.
A planogram check is one of the predefined assessment task types in Agentforce Consumer Goods. Reps use it during a store visit to see whether products sit on the shelf the way the reference planogram (the planned shelf layout) says they should. Reps also use it to measure share of shelf. Brands use it to confirm that retailers keep their shelf and display agreements.
Where the planogram check fits
Agentforce Consumer Goods comes with six predefined assessment task definitions:
- Inventory check
- Promotion check
- In-store survey
- Planogram check
- Order placement, also called order creation
- Other, for custom tasks
A planogram check is a merchandising activity, not a presales activity. Merchandising covers work such as planogram compliance checks, inventory audits, and asset checks. Presales covers order placement and feedback collection.