Duplicate Retail Store KPIs and Retail Visit KPI generation
Key Takeaway
Two Retail Store KPIs with the same assessment indicator definition, product, retail store group, and KPI Type are duplicates when they are used for a visit to the same retail store. That visit gets only one Retail Visit KPI from them, not one for each.
A Retail Store KPI (RSKPI) is the target you set for an assessment indicator definition, defined for a retail store group. When you assign an action plan template to a visit, Agentforce Consumer Goods creates assessment tasks and Retail Visit KPIs (RVKPIs) from those RSKPIs. Duplicate rules decide how many RVKPIs a visit actually gets, so a visit can get fewer RVKPIs than the number of RSKPIs that match it.
Retail Store KPIs and Retail Visit KPIs
An RSKPI links its assessment indicator definition to a retail store group. It also links the indicator to a product, a promotion, a planogram, or a custom object. The Retail Store Group field is required on every RSKPI because KPIs can't be defined at the individual store level.
When you assign an action plan template to a visit, two kinds of records are created. Assessment tasks are built from the assessment task definitions in the template. RVKPIs are built from RSKPIs.
One assessment task definition can be associated with multiple assessment indicator definitions, with no restriction on which ones. One assessment indicator definition can have one or more RSKPIs.
KPI Type is a picklist on the RSKPI with the values Facing, Share of Shelf, Out of Stock, Inventory, Price, and Revenue. KPI Type is used in planogram checks and in metrics such as Avg Facing Compliance.