---
schema_version: "1"
id: 39d778bd203bc04bc8dd00365615f0028f434fa8dfca2639bd64db2a603a65f9
title: Store Cockpit for Enhanced Data Model
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_concept_store_cockpit_enh.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_concept_store_cockpit_enh.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6ff08b60242cbb03f5288ab799f11cdae34712c31e6c9ac57ff2c572ebd0fa8a
description: Store Cockpits show visit-related information with in-store live reporting and serves as a single point of access for visit activities. As a supervisor, get a complete view of a customer and use this information to plan visits and review sales and compliance. As a sales rep, use this information to interact with store managers and understand store requirements.
products:
  - Consumer Goods
release: "264"
---
# Store Cockpit for Enhanced Data Model

Store Cockpits show visit-related information with in-store live reporting and serves as a single point of access for visit activities. As a supervisor, get a complete view of a customer and use this information to plan visits and review sales and compliance. As a sales rep, use this information to interact with store managers and understand store requirements.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled. This feature is available only with the enhanced Consumer Goods data model (Spring ’22 onwards).</td></tr></tbody></table>

This image shows the cards in Store Cockpit.

![Store Cockpit for Enhanced Data Model](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_user-264-0-0-production-enus/c29c1565-468d-4bd8-b719-36effa83e44b/consumer_goods_retail_user/images/cg_advstore_enhanced.png)

This table describes the cards of a Store Cockpit for an enhanced data model.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d32972e76">Card</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d32972e79">Description</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Card" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e76 ">Your Activities for Today</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e79 ">
            <p>Click these options and perform the activities related to a task. </p>
            <ul>
              <li>Store Check: Check the customer store virtually. </li>

              <li>Capture Survey: Capture an in-store survey about promotions and discrepancies
                from store staff and customers. Scan pictures to add new products. Add existing
                products to the survey. View all products added to the survey and filter products
                by category. </li>

              <li>Create Order: This option is displayed only if the visit is completed and the
                customer doesn’t have an existing order. Create standard order, direct order,
                advertising material, returns, and free goods orders. </li>

              <li>Track Assets: Scan barcodes to add assets, view your physically verified assets
                and non-verified assets by selecting the Only Sighted and Only Not Sighted
                options, and register assets with serial number.</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Card" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e76 ">Customer Details</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e79 ">
            <p>Use this card to perform these tasks.</p>
            <ul>
              <li>View the name, email, and contact details of the customer.</li>

              <li>Send an email to the customer. </li>

              <li>Tap<strong class="uicontrol"> Show Details</strong> to view the customer name, address,
                email and contact details, customer classification type, status, geographical
                location, and trade org details.</li>

              <li>View these details. <ul>
                  <li>Store in map view. To view the store address, tap on the information pin on
                    the map. <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                      <div class="slds-media slds-media_responsive">
                        <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-tip"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_user-264-0-0-production-enus/c29c1565-468d-4bd8-b719-36effa83e44b/images/icon_tip.png" alt="Tip"></span></div>
                        <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;"><span class="slds-text-title_caps">Tip</span> The store image isn’t shown here.</div>
                      </div>
                    </div>
                  </li>

                  <li>Operating hours of the store</li>

                  <li>Contact details of key store employees</li>

                  <li>Sales report comparing sales for the previous and current years</li>

                  <li>Existing Point Of Sale (POS). You can also assign new POS machines.</li>

                  <li>Details of visits to the store</li>

                  <li>Roles, relations, and store images </li>

                </ul>
              </li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Card" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e76 ">Sales Folder</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e79 ">Elevate your sales pitch by viewing the store events where you can pitch and view
            the top selling products. To view the list of existing promotions, tap
            <strong class="uicontrol">Promotions</strong>. The Promotions option is displayed only if the
            sales folder supports at least one promotion.
          </td>

        </tr>
        <tr class="">
          <td data-label="Card" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e76 ">Activity Performance</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e79 ">Gauge the performance of your activities by viewing the activity scores.</td>

        </tr>
        <tr class="">
          <td data-label="Card" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e76 ">Pictures</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e79 ">Represent the expected shelf display by adding and reviewing existing pictures of
            products. When reviewing images, you can suggest changes by drawing sketches on the
            image. Associate tags such as image type and the area where the product is to be
            displayed. For example, the image type is Shelf and the area is Main Aisle.</td>

        </tr>
        <tr class="">
          <td data-label="Card" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e76 ">CRM Analytics</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e79 ">Get insights on orders, distributions, and customer’s top categories. Increase
            sales, improve store compliance, and identify if the store is at risk.</td>

        </tr>
        <tr class="">
          <td data-label="Card" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e76 ">Quick Actions</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e79 ">Shows the global quick actions that were built with Lightning Web Components
            (LWC) when the mobile app is integrated with LWC in online mode. </td>

        </tr>
        <tr class="">
          <td data-label="Card" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e76 ">Survey Exceptions</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e79 ">Stay up to date and analyze how products in the customer’s store are
            performing.</td>

        </tr>
        <tr class="">
          <td data-label="Card" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e76 ">Customer Tasks</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e79 ">Prioritize your tasks and stay organized. Create tasks for yourself or act on
            open tasks that are assigned by your supervisor. The customer task types are personal
            tasks, follow-up tasks, and asset-related tasks such as asset installation,
            maintenance, movement, and retirement. You can cancel, delete, or create copies of
            customer tasks. See <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_customer_task.htm&amp;release=264.0.0&amp;type=5" title="Use the Consumer Good Cloud offline mobile app to create customer tasks during visits. Supervisors can also create tasks for their sales reps to be performed during visits.">Create Customer Tasks</a>.</td>

        </tr>
        <tr class="">
          <td data-label="Card" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e76 ">Order History</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e79 ">
            <p>Get an overview of the customer's past orders and understand the order behavior
              by reviewing the order history. Create orders during store visits based on these order types.</p>
            <ul>
              <li>Standard Order: Created for advance orders. The system automatically calculates
                the order values when product quantity is entered.</li>

              <li>Direct Order: Created when you visit a store. The order values are calculated
                based on the order templates.</li>

              <li>Advertising Material: Created for advertising materials.</li>

              <li>Returns: Created to handle product returns.</li>

              <li>Free Goods: Created for free items.</li>

              <li>Special Orders: Created for products used in promotions.</li>

            </ul>
            <p>Review these details with the Order History card.</p>
            <ul>
              <li>Order type.</li>

              <li>Order values, order status, and order delivery date. Order status shows whether
                there was a delayed delivery, order cancellation, or partial delivery. You can use
                this information to suggest replacement products for the customer to order.</li>

              <li>Order item quantities, including ordered products and ordered quantity.</li>

              <li>Order discounts, promotions, delivery recipients, or wholesaler information only
                for indirect orders.</li>

              <li>Out of stock products.</li>

              <li>Product returns.</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Card" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e76 ">Follow-Up Visits</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e79 ">Create or view planned future visits for the customer. You can also reschedule or
            delete a follow-up visit. </td>

        </tr>
        <tr class="">
          <td data-label="Card" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e76 ">Quick Access</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e79 ">Launch a third-party app directly from the Consumer Goods offline mobile app.
          </td>

        </tr>
        <tr class="">
          <td data-label="Card" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e76 ">Visit Notes</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e79 ">Create a note when you visit a customer or view the notes that were recorded
            during past visits. You can create only one note per visit.</td>

        </tr>
        <tr class="">
          <td data-label="Card" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e76 ">Account Receivables</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d32972e79 ">See customer dues, if any.</td>

        </tr>
      </tbody>
    </table>

- **[Access Store Cockpit for Enhanced Data Model](https://help.salesforce.com/s/articleView?id=ind.cg_task_access_store_cockpit.htm&release=264.0.0&type=5)**  
    The Store Cockpit provides a 360° view of a store. You can get an overview of the store as if you’re physically visiting the store.