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Share of shelf is your brand’s portion of the shelf, usually measured in facings. Planogram compliance is the percentage of checks where the shelf matched the agreed layout. Use this recipe to report on both from the surveys reps complete in the FieldKo Atlas app. FieldKo doesn’t have dedicated facings or planogram fields. Reps answer survey questions instead, often with a photo. How you report on those answers depends on how the questions are built, so read Before You Begin first.

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User Permissions Needed

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Before You Begin

Each survey answer is a Task Survey Answer record. The Answer field stores every answer as long text, even for number questions, so a report can’t add up, average, or group by it. Scored questions are different: the points for each answer are stored in Score Obtained and Out of Score, which are number fields. Work with your admin on these changes before you build the summary reports:
  1. Make planogram questions scored. For example, a picklist question “Is the shelf set to planogram?” with the values Yes,No, Options Weightage Yes:1,No:0, Out of Score 1, and Make Photo Required selected. Set the survey’s Calculate Score to SUM. See Scoring.
  2. Make share of shelf reportable. Either use a scored picklist with share bands, such as Under 10%,10-25%,25-50%,Over 50%, or ask your admin how to store number answers in a number field. See Design Surveys and Tasks for Reporting.
  3. Add the score fields to a report type. The report types that come with FieldKo don’t include Score Obtained or Out of Score. Ask your admin to add them, or to create a report type with Task Survey Answers as the primary object that includes them, plus the visit’s Account and Sales Representative through lookups. See Report Folders, Sharing, and Custom Report Types.
After your admin changes a survey, check a survey that a rep completed recently. If Score Obtained is blank on its answers, contact your admin before you rely on the report.

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What You’ll Build

  • Planogram Compliance by Store: The percentage of planogram checks that passed, by rep and store.
  • Share of Shelf by Store: The share band, or score, recorded at each store’s latest visits.
  • Shelf Photo Review: Every answer to a shelf question, with its photo, for a visual check. This report works today, without any changes.

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Report 1: Planogram Compliance by Store

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Report Type

The survey answer report type with score fields that your admin set up.

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Filters

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Group By

  1. Sales Representative
  2. Account

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Columns and Summary Formulas

Add Question, Answer, Picture, Score Obtained, and Out of Score. Summarize Score Obtained and Out of Score with Sum. Then add a summary formula named Planogram Compliance with Percent formatting:
In the formula editor, insert each field and select Sum, and then type / between them.

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Chart Suggestion

A bar chart of Planogram Compliance by Sales Representative, with a target line on the dashboard.

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Report 2: Share of Shelf by Store

Use the same report type, and filter Question Definition to your share of shelf question.
  • With a banded picklist: Group by Account, and show Answer and Score Obtained. Average Score Obtained by rep or region to compare teams.
  • With a number field your admin added: Summarize that field with Average by Account, product category, or region.
  • Chart suggestion: A column chart of Average of Score Obtained by region.

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Report 3: Shelf Photo Review

This report uses a report type that comes with FieldKo, so you can build it today.
  • Report type: Visits with Survey Answers
  • Filters: Survey equals your shelf survey; Completion Date equals Last Week.
  • Group By: Sales Representative, and then Account.
  • Columns: Subject, Actual End, Question, Answer, and Picture.
Picture shows a thumbnail of the answer’s photo. When an answer has several photos, open the answer and click View Images.

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Variations

  • By account grade: If your admin includes the account’s Grade in the report type, group Report 1 by it to check that your A stores are compliant first.
  • Several shelf questions in one score: Filter on Survey instead of one question. The summary formula then gives the survey’s overall score.
  • Survey-level score: Each Task Survey also has Score Obtained, Out of Score, and Score % for the whole survey. Ask your admin to include them if you want one row per completed survey.

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Tips

  • Add a Not Applicable option with Skip Scoring selected for stores without the fixture, so they don’t count as failures.
  • Don’t change the values or weightage of a question that’s in use. Old and new answers then score differently, and trends break. Create a new question instead.
  • Use photos to audit the scores. Spot-check Report 3 against Report 1 each month.

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See Also

Last modified on October 20, 2026