Creating a promotion and linking it to check tasks and KPI targets
Key Takeaway
For a promotion check task to get Retail Visit KPIs, the Retail Store KPI must name the promotion in its Promotion field. Setting every other field on the Retail Store KPI correctly isn't enough.
A promotion is a record that describes a planned push to increase product sales, such as a discount, a display, a sampling session, or a free service. Field reps audit a promotion during store visits through a promotion check task. A Retail Store KPI sets the target value for a metric. A Retail Visit KPI stores the value a rep actually captures, so sales managers can compare results with targets.
What a promotion is
A promotion can be part of a larger campaign that spreads awareness about a new product. A promotion can also serve a targeted objective.
Promotions run at three levels:
- Individual product
- Product category
- General promotion, for example free display shelf installation in all stores of a retail chain