Effective From and Effective To dates for KPI targets
Key Takeaway
When a KPI target changes, copy the Retail Store KPI record, enter the new target value, and give each record its own Effective From and Effective To date range.
A Retail Store KPI sets a target value for a store performance metric, such as share of shelf, across a group of retail stores. Its Effective From and Effective To dates define the time window in which that target is valid. Sales managers use the dates to say when a target applies and to set new targets when the numbers change.
What a Retail Store KPI record holds
A Retail Store KPI record defines the target for an assessment indicator definition. The fields on the record answer different questions about the KPI, as the table shows. The Effective From and Effective To dates answer the question of when the KPI is tracked.
| Question | Answered by |
|---|---|
| When is it tracked? | Effective From and Effective To |
| What is tracked? | A product, product category, promotion, planogram or other object |
| Where is it tracked? | A retail store group and an in-store location category |
| How is it tracked? | KPI Type and assessment indicator definition |
| What is the expected value? | The target value |