Use planograms to track how your products appear to consumers on a shelf and to
understand the share-of-shelf percentage of your products at specific in-store locations.
Planogram tasks are assigned to a visit by using the action plan template with one or more
Retail Store KPIs assigned to a planogram check task.
Required Editions
Available in: Lightning Experience in Professional, Unlimited,
and Enterprise Editions that have Consumer Goods Cloud enabled
Note You can see a planogram task only if your manager associates an action plan template
with your visit.
Examine the Planogram Details View the list of planograms to analyze the planograms to be checked by the sales rep during a store visit.
Upload an Image for the Planogram Task Upload images of products from in-store locations, compare the image with the reference planogram, and audit the differences during visit execution.
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