The compliance index is determined based on Presence, Position, and Face. When these metrics show no issues, it signifies Full Compliance, a critical measure in the industry indicating flawless execution at the Point of Sale.

To access the Compliance Dashboard, click on the "Dashboard" tab, followed by the "Compliance" tab, as illustrated in the image below:

Filters

1- Data Range: Select the data range on the calendar or the periods indicated

2- Customer Territory: Search and select from the pre-existing customers' territories

3- Customer Category Search and select a customer’s category from the list

4 - Customer: Search and select a customer’s category from the list list

5 - Product Category: Search and select a product’s category from the list

6 - Product Brand: Search and select a product brand from the list

7 - Product Name: Search and select a product name in the Customer’s category from the list

Stats

1- Number of stores: Number of stores analyzed based on filter configuration

2- Number of brands: Number of brands analyzed based on filter configuration

3- Number of SKUs: Number of SKUs analyzed based on filter configuration

4 - Number of customer categories: Number of customer categories analyzed based on the filter configuration

5 - Number of customer territories: Number of customer territories analyzed based on the filter configuration

6 - Number of product categories: Number of product categories analyzed based on filter configuration

7 - Number of reports: Number of reports analyzed based on filter configuration

Full Compliance

The Total Compliance indicator plays a vital role in the metric defining the Perfect Store Index, which signifies the level of execution quality. This indicator evaluates how well all essential performance indicators align with set standards. Performance indicators encompass Presence, Face Count, Shelf Share, and Product Placement. Attaining Total Compliance occurs when all these indicators meet or surpass the specified compliance threshold, showcasing exceptional execution quality at the sales point.

The Full Compliance KPI assesses the completeness of all performance indicators, which include:

Presence;

• Face Count (perfect qty);
• Participation on the shelves;
• Product placement.

All these indicators must meet compliance standards. If any of these indicators fall below compliance, it will lead to Total Non-Compliance.

In a scenario where 100 stores meet or exceed the compliance level for all Key Performance Indicators (KPIs), all stores will achieve 100% Full Compliance. However, if 50 stores have any KPIs below the compliance level, only 50% of the stores will be considered in Full Compliance.

Position Compliance

The Total Compliance indicator is crucial to the metric that represents the Perfect Store Index, where “perfect store” means the measure of quality of execution. This indicator assesses the extent to which all key performance indicators comply with established standards. Performance indicators include, but are not limited to, Presence, Face Count, Shelf Share, and Product Placement. Total Compliance is achieved when all of these performance indicators meet or exceed the established compliance level, reflecting the high quality of execution at the point of sale.

Usage examples:

Suppose that, according to the planogram, product X is located on the second shelf from the top, in the third position from left to right. During the analysis, if product X is found in the specified position, it is considered correctly positioned. If product X is missing or in a different position, it is considered incorrectly positioned. The analysis is performed for all products, and the percentage of correctly positioned products is calculated to give the value of the Product Arrangement indicator.

Presence Compliance

Presence is a key metric that measures whether or not a product is available at a specific point of sale. This metric is crucial to understanding product availability and is often the first step in analyzing point-of-sale execution. A positive Presence score means the product is available to consumers, while a negative score indicates the product is out of stock. Continuous Presence assessment helps organizations identify supply issues and make decisions to improve product availability and ultimately the customer experience.

Usage examples:

In a planogram, it is determined that product X should be displayed with 10 faces. However, only 1 unit of the product was found. Therefore, the product, even if in the wrong quantity, is recorded as present.

Likewise, if the presence of the product is not identified, it will be marked as a missing product.

Face Count Compliance

The Face Count indicator is a metric used to evaluate the absolute number of faces of a product displayed at a point of sale. A "face" refers to the front of a product that is visible to consumers. This indicator helps to evaluate the visibility and accessibility of the product, contributing to the analysis of the conformity of the execution with the established planogram. An adequate Face Count can increase the product's visibility, influence consumer purchasing decisions, and, consequently, impact sales. It is important to note that the Face Count considers all items on the display, regardless of how they are arranged or stacked. However, there are two types of planograms, Fixed and Free; a Fixed planogram, for it to be considered compliant with the planogram if the product numbers are equal or bigger for it to be compliant, if smaller it means that products are missing therefore the compliance is not full. In a free planogram, its counted if the product is equal or bigger than one, meaning if the product is there or not.

Usage example:

As defined in a planogram, if product X is to be displayed with 10 faces, the face count verifies that this specification has been met at the point of sale. If only 5 faces of product X are found, this indicates poor execution that may require adjustments to ensure compliance with the planogram and improve product visibility.

Out-of-stock Compliance

The Out of Stock Indicator is the opposite of the Presence Indicator and is a crucial metric used to identify the percentage of products planned in the planogram that are not found on the shelf during the product display analysis. This indicator is not related to incorrect quantities of products, but rather to the total absence of a specific product that should be present according to the planogram. Therefore, the indicator describes the percentage of the planned assortment that is effectively absent from the product display, offering a clear view of the point of sale's compliance with the established assortment planning.

Usage example:

Suppose, according to the planogram, ten different products are present on the shelf. During analysis, if only seven such products are found, then there is an Out-of-stock rate of 30%. This rate is calculated as: [(Number of out-of-stock products / Total number of expected products) x 100] = [(3/10) x 100] = 30%.