KPI type selection for planogram assessment indicators
Key Takeaway
For a planogram check, set the "KPI Type" picklist on the Retail Store KPI to match what the indicator measures: Facing for product facings or empty shelves, Share of Shelf for share of shelf, and Out of Stock for stock availability.
In a planogram check, field reps measure how products sit on the shelf, such as product facings, share of shelf, or whether stock is available. Each measure is an assessment indicator definition, whose targets live on a Retail Store KPI record. The KPI Type picklist on the Retail Store KPI labels what kind of business measure the indicator is, so choosing the right value is part of setting up a planogram check correctly.
KPI Type on the Retail Store KPI
KPI Type is a picklist field on the Retail Store KPI (RSKPI) object, not on the assessment indicator definition. You set KPI Type when you create the Retail Store KPI that defines targets for an assessment indicator definition. The field is used in planogram checks.
KPI Type defines the business type of the assessment indicator definition. The picklist values are Facing, Share of Shelf, Out of Stock, Inventory, Price and Revenue. KPI Type also determines key performance metrics such as Avg Facing Compliance, Avg Out-of-Stock Compliance and Avg Price Compliance.
KPI Type has no correlation with the "Task type" on the Assessment Task Definition. Choosing the Planogram Check task type doesn't pick a KPI Type for you, so you still set KPI Type on each Retail Store KPI.