> ## 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. # Define Your Perfect Store > Define a picture of success for each store segment, score it with weights, and turn it into task types, scored surveys, and visit templates. A perfect store standard is a clear picture of what your products should look like in each type of store: which items are on the shelf, how much space they get, where they sit, what they cost, and which promotions are live. It gives reps a target for every visit and gives managers one score to compare stores. Use this page to define the standard per store segment, score it, and build it into FieldKo so reps check it on every visit. ## Why It Matters Field teams can't execute a standard they can't see. POPAI UK and Ireland, the United Kingdom (UK) and Ireland arm of Point of Purchase Advertising International (POPAI), found that the top reason for poor in-store compliance is vague or ambiguous instructions, and advises defining what good looks like for every scenario.[1](#source-1) Some companies call this standard a picture of success. Bain, which says it pioneered the Perfect Store concept, recommends setting store-specific key performance indicators (KPIs), weighting each sales driver by its impact against its cost to execute, and giving reps a tool that shows what perfect looks like for each outlet.[2](#source-2) ## Best Practice ### Define the Picture per Segment One national standard over-asks small stores and under-asks your most important ones. Define a separate picture for each channel and store segment, such as large supermarkets, convenience, and pharmacy, and for each tier within a channel. A large store might need a full range and a secondary display. A small convenience store might need only the core range at eye level with a correct price tag. Keep the segments the same ones you use for visit frequency, so a store's tier decides both how often it's visited and what it's checked for. See [Segment Stores and Set Visit Frequency](https://support.fieldko.com/retail-execution/coverage-and-call-cycles.md). ### Decide What Goes in It Build each picture from the five pillars. For each one, write a check a rep can answer with a yes, a number, or a photo. | Pillar | What to Check | How to Capture It | | - | - | - | | **Availability** | Each must-stock product is on the shelf. | Core ranging, or a picklist question per product | | **Visibility and shelf** | Your facings and share of shelf meet the target. | Two number questions: your facings and total category facings | | **Placement** | Products are in planogram position and at the agreed height. | Yes or no question with a required photo | | **Pricing** | The shelf price is correct and the tag is present. | Currency question, or a yes or no question | | **Promotion** | The agreed promotion and display are live, stocked, and signed. | Yes or no question with a required photo | Keep the list short. Bain argues for focusing on the few levers that move sales, not every possible check.[2](#source-2) A standard a rep can complete in a normal visit gets done; a long audit gets rushed. ### Score It A perfect store score combines the pillars into one number per store: each pillar's result multiplied by its weight, divided by the maximum possible, as a percentage. Weight each pillar by how much it moves sales in that segment and how costly it is to fix. Here's an example weighting to adapt, not an industry standard: | Pillar | Example Weight | | - | - | | Availability | 40% | | Placement and visibility (planogram, share of shelf) | 30% | | Promotion | 20% | | Pricing | 10% | Agree on the weights with your sales and trade marketing leads before you build anything, and keep them stable, so scores stay comparable from month to month. If weights differ by segment, compare stores within a segment, not across segments. ### Turn the Standard into Task Types Create one task type per pillar or KPI area, such as "Availability check", "Share of shelf count", "Planogram check", and "Promotion audit", each with its own default survey. Reports can then filter by task type, and task completion becomes a KPI of its own. Add sensible reasons for incompletion, such as "Store closed" or "Product delisted", so a skipped check is explained rather than blank. ### Build Scored Surveys Write questions that report cleanly: * Use picklists with fixed values, numbers, and currency, not free text. * Require a photo on compliance questions, so a manager can see the shelf behind the answer. See [Capture Photo Evidence That Holds Up](https://support.fieldko.com/retail-execution/photo-evidence.md). * Give each answer points, such as `Yes:5,No:0`, and give each section points in proportion to its weight. With the example above, availability questions total 40 points and pricing questions 10. * Add a "Not Applicable" option that isn't scored, so a store without a display isn't penalized for a display it shouldn't have. * Reuse the same question records across surveys, so answers group together in reports. Before you rely on scores, complete a test survey in the app, sync, and check that the score fields are filled in. ### Package It as Visit Templates Group each segment's task types into a visit template, such as "Supermarket standard" and "Convenience standard". Assign each template to the accounts in its segment as their default, and turn on **Create Visits using default Visit Template**, so a visit planned for that store gets the right checks without anyone choosing them. Use [field campaigns](https://support.fieldko.com/managers/field-campaigns.md) for time-bound checks, such as a promotion, on top of the standard. ### Review the Standard Review the picture of success when ranges, planograms, or channel strategy change, and at least once a year. Bain's method includes adjusting store-level targets as conditions change.[2](#source-2) When you change a survey that reps already use, create a new version and switch the task type, rather than editing the live one. ## How FieldKo Helps | Practice | In FieldKo | Learn How | | - | - | - | | Turn pillars into tasks | Create task types with a default survey and reasons for incompletion. | [Task Types](https://support.fieldko.com/admin/call-cycles-and-visits.md#task-types) | | Design checks for reporting | Choose question types per KPI, and create one task type per KPI area. | [Design Task Types per KPI Area](https://support.fieldko.com/platform/customize/design-surveys-for-reporting.md#design-task-types-per-kpi-area) | | Score the standard | Set **Calculate Score** to **SUM**, then **Out of Score** and **Options Weightage** on each question. | [Scoring](https://support.fieldko.com/admin/surveys.md#scoring) | | Check availability | Product sets and ranging contracts list each store's contracted products. | [Core Ranging](https://support.fieldko.com/admin/products-ordering-ranging.md#core-ranging) | | Package by segment | Build visit templates, and assign default templates to accounts. | [Assign Default Templates to Accounts](https://support.fieldko.com/admin/call-cycles-and-visits.md#assign-default-templates-to-accounts) | | Report the score | Build a weighted perfect store score report and dashboard, filtered by region and rep. | [Build a Perfect Store Score](https://support.fieldko.com/managers/platform/perfect-store-dashboard.md#build-a-perfect-store-score) | > [!NOTE] > > The scored survey holds the weighted score. Ranging on-shelf availability (OSA) isn't part of the survey score, so show it next to the score on your dashboard. See [Build a Perfect Store Dashboard](https://support.fieldko.com/managers/platform/perfect-store-dashboard.md). ## Common Pitfalls * **One standard for every store.** Small stores fail it constantly, and key stores aren't stretched. * **Vague checks.** "Shelf looks good?" can't be scored or compared. Ask for a count, a yes or no, or a photo. * **Too many checks.** Long audits get rushed, and the answers stop meaning anything. * **Changing weights often.** Scores from different months stop being comparable. * **Free-text answers.** They can't be added up or charted in reports. ## See Also * [Segment Stores and Set Visit Frequency](https://support.fieldko.com/retail-execution/coverage-and-call-cycles.md) * [Measure What Matters](https://support.fieldko.com/retail-execution/measure.md) * [Build Surveys](https://support.fieldko.com/admin/surveys.md) * [Build a Perfect Store Dashboard](https://support.fieldko.com/managers/platform/perfect-store-dashboard.md) ## Sources 1. POPAI UK and Ireland, "In-Store Insights, Issue 24: Compliance Report," 2015. [Read the report](https://popai.co.uk/Uploaded/Documents/In-Store-Insights/Issue%2024/CompReport24.pdf) 2. Bain and Company, "How Advanced Analytics Is Transforming Sales Execution," accessed 2026. [Read the article](https://www.bain.com/how-we-help/how-advanced-analytics-is-transforming-sales-execution/) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.