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KPI Type picklist on Retail Store KPIs

Key Takeaway

Set the KPI Type picklist on the Retail Store KPI record, based on what its assessment indicator definition measures, before the planogram check task is created.

In Agentforce Consumer Goods, each Retail Store KPI (RSKPI) has a KPI Type picklist. KPI Type labels the business type of the assessment indicator definition that the RSKPI measures, such as facings, share of shelf, or price. The value matters in three places: planogram checks, whether similar RSKPIs produce one Retail Visit KPI or several, and compliance metrics such as Avg Facing Compliance.

What KPI Type is

KPI Type is a picklist field on the RSKPI record. Its value sets the business type of the RSKPI's assessment indicator definition.

The KPI Type picklist has six values:

  • Facing
  • Share of Shelf
  • Out of Stock
  • Inventory
  • Price
  • Revenue
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