Retail Store KPI context fields for each assessment task type
Key Takeaway
Every Retail Store KPI needs a Retail Store Group. The assessment task type decides the other context field you fill: Product for an inventory check, Planogram for a planogram check (an Image record you create first), Promotion for a promotion check, and Custom Context for a custom task.
A Retail Store KPI (RSKPI) sets a target for something a field rep measures during a store visit, such as the number of facings or whether a promotion is compliant. The same record also says where the target applies and to what: a Retail Store Group, plus a product, planogram, promotion or custom object. Which of these context fields you fill depends on the assessment task type that will capture the actual value, so the setup changes with each task type.
What a Retail Store KPI holds
A Retail Store KPI sets a target value for an assessment indicator definition. The record ties together the KPI (the assessment indicator definition), the merchandising item being measured, the retail stores, the In-Store Locations and the effective time period. Not every field is required, so you choose the level at which each target is tracked.
Every Retail Store KPI also takes these values:
- The assessment indicator definition you are setting a target for
- A unit of measure for capturing actual values
- Effective From and Effective To dates, which mark when the target is valid
An Assessment Task Definition, which carries a task type such as inventory check, can be associated with multiple assessment indicator definitions, with no restriction on which ones. Each assessment indicator definition can have one or more Retail Store KPIs.