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.
9:41
‹ 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
1Your rules, not oursThe brand sets the questions and the weights in Salesforce. Every store is scored the same way.
2The score shows what movedSub-scores sit under the total, so Priya can see facings dropped while everything else held.
3Trend 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.