GroceryField repsIn storeWorks offline

Shelf Health Scorecard, weighted

The shelf is scored against the brand's own weights for availability, facings, price and promo, so the rep knows what to fix first.

The story

Priya · Territory rep · Metro Grocer Paddington

Priya completes the Shelf Health Scorecard at Metro Grocer Paddington at 2:10. The brand weights availability at 40%, facings at 25%, price tickets at 20% and promo at 15%. Availability and price score full marks. Facings score 60% because the store has cut the lead product from four facings to two. The store scores 81%, down from 88% last visit. She photographs the bay and logs a note for the account manager to raise facings at the next range review.

‹ VisitOffline · 2 pending
Shelf Health Scorecard
Metro Grocer Paddington
Checked in 1:42 PMTask 4 of 5
Shelf Health Score
81%
Last visit 88%
Sub-scores
Availability (40%)100
Facings (25%)60
Price tickets (20%)100
Promo (15%)67
Facings cut from 4 to 2 on the lead product. Raise at the next range review.
Saved on device · uploads at next sync2 pending
On the phone
  1. Your rules, not oursThe brand sets the questions and the weights in Salesforce. Every store is scored the same way.
  2. The score shows what movedSub-scores sit under the total, so Priya can see facings dropped while everything else held.
  3. Trend against the last visitThe previous score is on the screen, so a drop is noticed in the store, not in a report next month.
In Salesforce, after sync

Priya syncs at 2:35. The drop shows on the account's scorecard trend.

Search...
FieldKoHomeAccountsVisitsOrdersCampaignsReportsDashboards
Visit
#4519 · Metro Grocer Paddington
FollowEdit
Status
Completed
Account
Metro Grocer Paddington
Owner
Priya
Visit Date
Wed 22 Oct
Last Synced
2:35 PM
PlannedChecked InCompleted
Shelf Health Scorecard
81%-7 vs last visit
Availability 100 · Facings 60 · Price tickets 100 · Promo 67
Visit Details
Facings
Cut from 4 to 2
Action
Raise at range review
Shelf Health Score
81%
Note
Last visit 88%
Availability (40%)
100
Facings (25%)
60
Price tickets (20%)
100
Promo (15%)
67
Captured by
Priya · Territory rep
Source
FieldKo Atlas mobile app
Checked in
1:42 PM
Synced
2:35 PM
Captured offline
Yes
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
FIELDKOMetro Grocer PaddingtonWed 22 Oct · Visit #4519

Check-in1:42 PM
Scorecard81%
Change vs last visit-7
Shelf photos3
Notes1
Check-out2:14 PM

Sent toSalesforce
✓ SYNCED 2:35
Related examples
On the phoneWorks Offline

Shelf gap, fixed same visit

Vision AI flags a shelf gap from one photo; the rep fills it from the back room and the score moves from 78% to 92% before she leaves the aisle.Vision AICore rangingShelf Health ScorecardsPriya · Territory rep · Metro Grocer Bondi Junction
On the phoneWorks Offline

Core range, 5 of 7 on shelf

The rep checks a store's contracted range line by line, finds two lines missing and leaves with a reason and a follow-up for each.Core rangingBarcode scanningOffline syncTom · Territory rep · Corner Fresh Randwick
On the phoneWorks Offline

Price check, three wrong tickets

A merchandiser checks shelf prices against the account's price list and photographs three tickets that are wrong, so they're fixed before the weekend.SurveysOffline syncAisha · Merchandiser · Metro Grocer Surry Hills
← 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.

We'll walk through Shelf Health Scorecards, Core ranging and Surveys in a demo org, using your stores and products.

Book a Demo