KPI Management
For each KPI, indicate whether it is enabled or not (1).
Then set the P0. If the P0 is not set, the "Year Start Date" option (global to the entire platform) is taken into account (2).
Finally, indicate the tolerance percentage (3).

Overall objectives
In the “Objectives” tab, select a cluster from the list and then click the button to add it to the table (1).
Then fill in the objectives by categories/clusters (2).

Objectives of the organization
Click on a category row to be able to set goals for the organization/cluster.
If an organization does not have a goal, the overall goal is taken into account.

If she didn't have a goal in the organization, her goal would be 96.5.
Setting KPI targets in the future
To set goals for the future, select your KPI, then in the “Goals” tab, click on to leave on blank objectives or on
to initialize future goals from current goals.
Enter a label and an application date. Then enter the overall or organizational objectives.
Future goals will then replace current goals on the application date you previously entered. As long as the application date has not been reached, you can modify or delete future goals.
Create custom KPIs
You can create custom KPIs from a standard KPI by clicking the button
Enter the name of your KPI, then indicate whether it is active or not, its P0 and its tolerance.
You can then, in the “Definition” tab, indicate for which organizations this KPI will be calculated and displayed.
You can also restrict your KPI to stores via clusters.
Finally, you can target which products will be affected via categories, classifications and specificities.
Custom KPI Calculations
The calculation rule for a custom KPI remains that of the standard KPI to which it is linked.
Setting up the SPS
Click the button
In the pop-up, indicate the weight of each KPI in the SPS for each cluster.
Rules
The total of a cluster must equal 100.
To be taken into account in the SPS, the KPI must have an objective.
The SPS can be composed of 20 different KPIs.

Details regarding KPI & SPS
KPI
Visit rate
Number of visits made to the POS by a user / Objective of the cluster or POS
NB : The visit rate is the only KPI that cannot be included in the SPS.
Detention rate
Number of products present or out of stock / Number of products in the assortment (excluding picking products).
Linear share
Space occupied by products / size of the shelf.
(Product facing 1 x product width 1 + product multifacing 1 + Product facing 2 x product width 2 + product multifacing 2 + Product facing 3 x product width 3 + product multifacing 3) / Shelf size (including picking products).
Total code
Number of products present or out of stock (including picking products).
Total picking
Number of products picked.
Total missing products
Number of missing products (excluding picking products).
NB : this is a reverse KPI.
Total out of stock products
Number of out-of-stock products (excluding picking products).
NB : this is a reverse KPI.
Breakage rate
Number of out-of-stock products / Number of products in the assortment (excluding picking products).
NB : this is a reverse KPI.
Quality of implantation
Corresponds to the quality of implantation indicated during the survey.
Nb Promos to note
Number of promotions observed on the PDV since P0.
Promotional volume to be noted
Volume of promotions observed on the POS since P0.
Number of promotions to negotiate
Number of promotions negotiated on the PDV since P0.
Promotional volume to be negotiated
Volume of promotions negotiated on the PDV since P0.
Ordered weight
Weight of all products ordered (when the order is created).
CA ordered
Value of all products ordered (when the order is created).
Actual weight
Actual weight, reported by the ERP, of all products ordered (when the orders are in “Shipped” status).
Real CA
Actual value, reported by the ERP, of all products ordered (when the orders are in “Shipped” status).
SPS
SPS stands for Score Perfect Store . It is a point-of-sale score that is a weighted calculation of certain KPIs. It is used to rate the store. The goal is to get closer to an SPS of 100.
Calculation of SPS
For each KPI, an index between the value of the KPI following the visit and the objective is calculated. Then this value is weighted to the weight of the KPI in the SPS. The SPS cannot exceed 100:
