Target values, data types and units of measure on Retail Store KPIs
Key Takeaway
A Retail Store KPI sets the target for an Assessment Indicator Definition. For a Picklist AID, you don't type the target. Instead, you add an Assessment Indicator Value in the Retail Store KPI's related list and link it to one of the Assessment Indicator Defined Values that belong to that AID.
A Retail Store KPI (RSKPI) sets the target for something a rep measures during a store visit, such as how many facings a product has on a shelf. The thing being measured is an Assessment Indicator Definition (AID). The RSKPI adds the target value, the unit of measure, the KPI Type, and the dates the target is valid. Actual values from each visit are recorded on a Retail Visit KPI, so you can compare them with the target. How you set the target depends on the AID's data type, and Picklist AIDs work differently from the other types.
Where targets and actuals live
Three records work together when you measure store performance. An Assessment Indicator Definition (AID) defines what gets measured during a visit, for example the count of a product on a shelf. A Retail Store KPI (RSKPI) defines the target for that AID. The actual values a rep captures during a visit are recorded on a Retail Visit KPI.
| What it holds | |
|---|---|
| Assessment Indicator Definition (AID) | What gets measured during a visit |
| Retail Store KPI (RSKPI) | The target value, unit of measure, KPI Type, and Effective From and Effective To dates for an AID |
| Retail Visit KPI | The actual values captured during one visit |
Think of the RSKPI as the plan and the Retail Visit KPI as the result for one visit.
One AID can have one or more RSKPIs. One Assessment Task Definition can be linked to multiple AIDs.
Every RSKPI must have a Retail Store Group, because KPIs can't be defined at the store level. Depending on the check task, you can also tie the RSKPI to a product, a product category, a promotion, a planogram, or a record from a custom object.
Priya, a sales manager, sets targets for stores in the Downtown Grocers Retail Store Group. She has a Number AID called Product Facings. She creates an RSKPI for that AID with the product Brightdale Strawberry Yogurt, a target value of 6, a unit of measure of Each, the KPI Type Facing, and Effective From and Effective To dates that cover the first quarter. A rep visits one of the stores and counts 4 facings. The actual value of 4 is recorded on the Retail Visit KPI for that visit, so Priya can see the store is 2 facings short of the target.