Price exceptions across the chain

A national account manager pulls every price exception for one retailer and takes photo evidence of three stores ticketing below floor price into the buyer meeting.

The story

Rob · National account manager · Head office

Rob meets a retailer's buyer at 2:00 on Wednesday. At 11:00 he runs the price exception report for the retailer's stores over the last four weeks: 31 exceptions across 214 checks. Most are out-of-date promo tickets. But three stores are selling the 1 L cold brew at $3.90, below the agreed floor of $4.20. He exports the report with the shelf photos and walks into the meeting with evidence, not anecdotes.

In Salesforce

Rob runs the report three hours before the meeting.

Search...
FieldKoHomeAccountsVisitsOrdersCampaignsReportsDashboards
Report
Price exceptions by store
Refresh
Owner
Rob
Below Floor Price
StoreTicket · Floor
Metro Grocer Chatswood$3.20 · $3.50
Metro Grocer Bondi Junction$3.10 · $3.50
Metro Grocer Paddington$3.25 · $3.50
Details
Price checks
214
Exceptions
31
Below Floor Price
3 stores, photos
Below floor
3 stores
Photos
31
  1. Every price check, one reportPrice checks from every rep roll up by retailer, store and product.
  2. Evidence, not anecdotesEach exception has the shelf price and the photo of the ticket.
  3. Ready for the meetingThe report exports with its photos, so it can go straight to the buyer.
One visit, itemized

Everything this visit sent back to Salesforce.

Each line is a record in your own org, under your permissions, reportable with the tools your team already uses.

Features in this example
FIELDKO[Retailer]last 4 weeks

Price checks214
Exceptions31
Below floor3 stores
Photos31

Sent toSalesforce
✓ SYNCED
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← All examplesAll grocery examples →The problem this solves: What's actually on the shelf? →

Store names, people and figures in these examples are illustrative.

Related reading

Best practicePlanograms, facings, shelf share and price: what to measure →

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