Shelf Health Scorecard trend

Trade marketing tracks one retailer's shelf score over six cycles and sees it rise from 71% to 86% after a pack-out campaign.

The story

Hannah · Trade marketing manager · Head office

Hannah is preparing for the quarterly review with a grocery retailer's buyer. She opens the Shelf Health Scorecard report for the retailer's 86 stores across the last six visit cycles. The average score was 71% in July. After the August pack-out campaign it climbed each cycle, to 86% in October. Facings drove most of the gain. She drills into the eight stores still under 70%, and takes the chart and that list into the meeting.

In Salesforce

The chart updates as each cycle's visits sync.

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FieldKoHomeAccountsVisitsOrdersCampaignsReportsDashboards
Report
Shelf Health Scorecard trend
Refresh
Status
[Retailer]
Owner
Hannah
Details
Stores
86
Cycles
6
Start
71%
Latest
86%
Under 70%
8
Stores Under 70%
8
  1. The same score, every cycleEvery store is scored on the same weighted rules, so the trend is real.
  2. See what moved itSub-scores show which part of the shelf improved, so the result can be explained.
  3. From the trend to the storeDrill from the chart to the stores still below target, with their photos.
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]Jul to Oct

Stores86
Cycles6
Start71%
Latest86%
Under 70%8

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 practiceThe perfect-store framework: what good looks like →ToolkitTemplate: store-health scorecard →

See this in your own org.

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