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Calculating the Performance Indicators

The indicators are the numerical values that the system calculates according to the recognition data and questionnaires, as well as the absence of goods on the shelf. They are reflected in dashboards, visit results, and tasks, as well as when exporting to a third-party system.

The system calculates indicators as numerical values - KPIs. The number of KPIs can be different and depends on the requirements of the company.

If you have several categories, the indicators for each of them can be calculated accordingly. For soap, there will be one indicator, for coffee and tea - another.

In addition, the system can calculate KPI in the context of before/after:

  1. A merchandiser photographs the shelf prior to completing the visit tasks. In fact, this is what the customer sees on the shelf. The task of the merchandiser/auditor is to document this situation.

  2. Then merchandisers perform their tasks. For example, exhibiting the goods, or observing the planogram.

  3. After completing the task, the merchandiser again photographs the shelf.

  4. The system calculates the indicators 2 times: based on the photos BEFORE and AFTER separately. AFTER in this case is an indicator of how the merchandiser has worked.

Standard KPIs

KPIs for individual requirements

Most often, the calculations of the indicators are customized according to the client's requirements. For example, OSA or SOS can be very different from the standard ones. Therefore, when drawing up the KPIs, we use a number of requirements:

  1. The results must be interpretable by people, and at the same time objectively machine-readable, without subjective factors.
  2. Calculations should not be sensitive to any recognition errors. It is necessary to design indicators so that an error does not destroy the result of the visit, only gives an error in results. For example, do not use the done/not done metric, but indicate the metric as a percentage.
  3. Use target - the goal that you need to get in the visit or task. In this case, the key figure consists of an actual value and a target value. For example, if the actual value is 78%, and the target is 85%, then the goal is not met.
  4. Automatic explanation. If the result of the calculation is incomprehensible due to complex logic, it can be checked using the explanations of the system. For example, 27 points were scored at the cash register. As a result, there will be an explanation of why such a number was derived, and what the system deducted the points for.