Use Assessment Indicator Values (AIV) to define the targets (in Retail Store KPI) and
capture the actuals (Retail Visit KPI) for an Assessment Indicator Definition (AID) of the type
Picklist. Set the target value as AIV in Retail Store KPI by associating the corresponding AIDV
for a Picklist AID. When you select a picklist option and provide the actual value during a
visit, the system automatically associates the AIV (actual) with Retail Visit KPI.
Required Editions
- Create a Retail Store KPI with AID as a Picklist.
- Add AIV to the related list for Retail Store KPI and Retail Visit KPI.
| Available in Lightning Experience in Enterprise and Unlimited
Editions that have Consumer Goods Cloud enabled. |
| User Permissions
Needed |
| To create an assessment indicator defined value: |
Lightning Retail Execution Plus
OR
Lightning Retail Execution
Starter
OR
Lightning Retail Execution Merchandiser
OR
Lightning Retail
Execution Contractor PSL
AND
Industries Visit
|
-
From the App Launcher, find and select Retail Store KPI.
-
On the Related tab for assessment indicator value, Click
New.
-
Select an assessment indicator defined value.
The Assessment Indicator Defined Value (AIDV) picklist lists the AIDV names.
-
Save your changes.
Assessment Indicator Defined Values are associated with the chosen AID.
When you
select an AID of type Picklist in RSKPI, you can define the target as an Assessment
Indicator Value (AIV) in the Related List of RSKPI. Your users can select one of the
picklist options as the actual value in a visit.
