> ## Documentation Index
> Fetch the complete documentation index at: https://support.fieldko.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Promotion and Display Compliance

> Track field campaign progress and report on survey results that show whether promotions and displays are in place in each store.

Promotion compliance is the percentage of stores in a promotion where the promotion, display, or price point is actually in place. Use this recipe to track a field campaign's progress, and then report on the survey answers that confirm execution in each store.

In FieldKo, you roll out promotion work with a [field campaign](/managers/field-campaigns). The campaign plans visits and adds its tasks to them. FieldKo links every campaign task to the campaign through the task's **Field Campaign** field, and keeps campaign totals on the **Field Campaign** record: **Total Visits**, **Visits Completed**, and **Percentage of Visits Completed**.

## User Permissions Needed

| To do this | You need |
| - | - |
| Create, edit, and save reports | Create and Customize Reports |
| See FieldKo fields and records in reports | FieldKo Manager Permission Set |

## Before You Begin

* **Put a survey on the campaign's tasks.** When you create the campaign, choose task types whose **Default Survey** asks the compliance questions, such as "Is the secondary display in place?" and "Is the promotional price ticket showing?", with **Make Photo Required** selected.
* **Score the questions if you want a percentage.** Use picklists with **Options Weightage** such as `Yes:1,No:0`. Answers are stored as text, so only scores can be added up. See [Design Surveys and Tasks for Reporting](/platform/customize/design-surveys-for-reporting).
* **For scored results, ask your admin for a report type with score fields.** It needs **Task Survey Answers** as the primary object, with **Score Obtained**, **Out of Score**, and, through lookups, the task's **Field Campaign** and the visit's **Account** and **Sales Representative**. See [Report Folders, Sharing, and Custom Report Types](/platform/reports/folders-and-report-types).

## What You'll Build

* **Campaign Progress:** A list view of your field campaigns and the percentage of visits completed.
* **Campaign Task Completion:** Campaign tasks by task type and status.
* **Promotion Compliance by Store:** Survey answers and photos from the campaign, and a compliance percentage when the questions are scored.

## Step 1: Track Campaign Progress

You don't need a report to track progress. Create a list view on the **Field Campaign** tab:

1. Click the **Field Campaign** tab.
2. Click the list view controls (gear icon), and then click **New**.
3. Name the list view, such as `Active Campaigns`, and click **Save**.
4. Add the filter **Status** equals **Planned** or **In Progress**.
5. Click the list view controls, click **Select Fields to Display**, and add **From**, **To**, **Total Visits**, **Visits Completed**, and **Percentage of Visits Completed**.

To learn more, see [Create a List View in Lightning Experience](https://help.salesforce.com/s/articleView?id=sf.customviews_lex.htm\&type=5) in Salesforce Help.

## Report 1: Campaign Task Completion

### Report Type

**FieldKo Tasks**

### Filters

| Filter | Value |
| - | - |
| **Field Campaign** | equals your campaign |

### Group By

* Rows: **Task Type**
* Columns: **Status** (**Not Started**, **In Progress**, or **Completed**)

### Columns and Summary Formulas

Add **Subject**, **Visit**, **Due Date**, and **Reason For Incompletion**. Add a row-level formula named `Completed (%)`, output type **Number**, and summarize it with **Average**:

```text theme={null}
IF( ISPICKVAL( Status, "Completed" ), 100, 0 )
```

Tasks that reps couldn't do show their **Can't Do** reason in **Reason For Incompletion**, such as no display space.

### Chart Suggestion

A stacked bar chart of record count by **Task Type**, stacked by **Status**.

## Report 2: Promotion Compliance by Store

### Report Type

**Visits with Survey Answers**, which comes with FieldKo. For a compliance percentage, use the scored report type from your admin instead.

### Filters

| Filter | Value |
| - | - |
| **Field Campaign** (in the Tasks fields) | equals your campaign |
| **Survey** | equals your compliance survey |

### Group By

1. **Sales Representative**
2. **Account**

### Columns and Summary Formulas

Add **Actual End**, **Question**, **Answer**, and **Picture**. With the scored report type, also add **Score Obtained** and **Out of Score**, summarize both with **Sum**, and add a summary formula named `Promotion Compliance`, with **Percent** formatting, that divides the sum of **Score Obtained** by the sum of **Out of Score**.

### Chart Suggestion

A bar chart of **Promotion Compliance** by **Sales Representative**, or by region if your admin includes an account region field.

## Variations

* **Display compliance:** Use the same reports with a display survey, and filter on the display question.
* **Stores the campaign missed:** Use Report 1 with **Status** not equal to **Completed** as a follow-up list for reps.
* **Compare campaigns:** In the scored report, remove the campaign filter and group by **Field Campaign**.
* **Campaign visits only:** On visit-based reports, add the filter **FC Visit** equals **True**.

## Tips

* When an account already has a suitable visit, FieldKo adds the campaign's tasks to that visit instead of creating a new one. Filter on the task's **Field Campaign**, not on the visit name, so these visits count too.
* **Percentage of Visits Completed** measures whether the work was done, not whether the promotion is in place. Report on both: execution from the campaign, and compliance from the survey.
* If you delete a campaign, FieldKo removes its visits and tasks, and they drop out of your reports. Export the results first if you need to keep them.

## See Also

* [Retail Execution Metrics](/managers/platform/retail-metrics)
* [Run Field Campaigns](/managers/field-campaigns)
* [Share of Shelf and Planogram Compliance](/managers/platform/recipes/share-of-shelf)
* [Launch a New Survey or Field Campaign](/platform/day-to-day/launch-survey-or-campaign)


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