Key Terms to Remember
To get familiar with the app, review the terms.
Required Editions
| Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled. |
Actual Value
The real-time value of an assessment indicator recorded during a store visit that reflects the actual performance of your business.
Assessment Indicator
Key performance indicators that help you track and analyze your retail business at various stores. Business performance is assessed by comparing target values with the actual values you record during store visits.
Assortment
A collection of products.
Custom Task
A store-visit activity that’s not provided in Retail Execution. Your manager can create and assign tasks to help assess your company’s retail business at stores.
Inventory Check
Audit shelf inventory and back-stock with inventory targets. Inventory checks ensure that the products are adequately stocked and that you can identify shortages easily at in-store locations.
In-Store Location
An aisle, a shelf, a payment counter, back room, or some other consumer-facing location within a store layout.
In-Store Survey
Mechanism to gather real-time feedback from store staff and customers using in-app templates. Use surveys to get feedback on issues such as consumer grievances, service satisfaction, and product sales.
Order Creation
Order to replenish inventory levels or to upsell or cross-sell your products. You can place orders for an individual product, an entire assortment, or only the items marked favorites by your manager in an assortment.
Planogram Check
You can click and upload an image of the in-store location and capture the quantity and the number of facings of a product at an in-store location.
Progress Bar
A visual indicator that shows your progress at the task level, such as an inventory or planogram check. You can track the completion status of sub items in a progress ring and the overall task in a progress bar.
Progress Ring
A visual indicator that shows your progress on task items. For example, if an inventory check comprises multiple, discrete stock audits, each audit has a corresponding progress ring to indicate task completion status.
Promotion Check
Audits the compliance and effectiveness of an ongoing promotion. Use promotion checks to verify details such as compliance with visibility guidelines and actual-to-target sales performance.
Target Value
The planned value of an assessment indicator that your business wants to achieve.
Task
An activity that you perform while you visit a store. Examples include planogram check, inventory check, and promotion checks. Your manager can also create custom tasks.
Visit
An instance that your manager creates for you to go to a store, perform tasks to collect information about how your business is faring, and identify areas for improvement.
