Consumer Goods (FMCG)
Field Sales & Merchandising skills assessment
Field reps make sure products are on the shelf and displayed properly. This scorecard covers store calls, ordering, planograms, promotions and relationships with store teams.
- 10 skills to score
- 1–10 scale on every skill
- 5 starting levels
The 10 Field Sales & Merchandising skills you can score
These are the default Field Sales & Merchandising skills in SkillScorer. Each one is scored from 1 to 10 for every team member, and you can edit, remove or add skills at any time.
Store Call Planning and Route Efficiency
Plans and completes calls efficiently.
Range, Distribution and Availability Checks
Checks that the agreed range is in store and available on shelf.
Planogram and Shelf Compliance
Sets and maintains shelves to the planogram.
Promotional Display and Ticketing Execution
Builds and prices promotional displays.
Order Taking and Replenishment Suggestions
Takes orders and suggests replenishment based on sales and stock levels.
Store Team Relationships
Works well with store managers and staff.
Handheld and Reporting Tools
Uses handheld devices and reporting tools to record visits and results accurately.
Competitor Activity and Market Feedback
Reports competitor pricing and activity.
Vehicle, Manual Handling and Safety
Drives, lifts and works in store safely.
Self-Management and Reliability
Manages own time and store calls reliably.
Levels included with Field Sales & Merchandising
Field Sales & Merchandising starts with 5 levels, which SkillScorer calls “Seniority Level” for consumer goods (fmcg), so team members can be grouped and compared fairly. Rename, reorder or replace them at any time.
- Merchandiser
- Field Representative
- Senior Representative
- Area Manager
- Regional Manager
How Field Sales & Merchandising works in SkillScorer
Score
Each team member in a territory is scored on the Field Sales & Merchandising skills in the Skills Matrix: tap a cell, type a score, and it saves itself.
Compare
Rank team members, compare two side by side, or compare your territories against each other to see exactly where the strengths and gaps are.
Track
Scores are kept year after year, so you can see who is improving and which Field Sales & Merchandising skills need attention. Reports also follow each team leader's territory.
Field Sales & Merchandising scorecard: common questions
What skills does the Field Sales & Merchandising scorecard include?
SkillScorer's Field Sales & Merchandising scorecard covers 10 skills: Store Call Planning and Route Efficiency, Range, Distribution and Availability Checks, Planogram and Shelf Compliance, Promotional Display and Ticketing Execution, Order Taking and Replenishment Suggestions, Store Team Relationships, Handheld and Reporting Tools, Competitor Activity and Market Feedback, Vehicle, Manual Handling and Safety and Self-Management and Reliability. Each one comes with a written description of what it measures, and you can edit, rename, remove or add skills to suit your organisation.
How are team members scored in Field Sales & Merchandising?
Every team member is scored from 1 to 10 on each skill (1 = Poor, 5 = Average, 10 = Elite), one territory and year at a time. Scores autosave in the Skills Matrix, and the 18 built-in reports turn them into rankings, radar charts, skill gaps and year-on-year trends.
Which levels come with Field Sales & Merchandising?
Field Sales & Merchandising starts with these levels (called “Seniority Level” in the app): Merchandiser, Field Representative, Senior Representative, Area Manager and Regional Manager. They are just a starting point, so you can rename, reorder or replace them.
Can I change the Field Sales & Merchandising skills and wording?
Yes. The skills, levels and labels are all editable per organisation. In consumer goods (fmcg) the app talks about team members, territories and team leaders, and you can change any of those words too.
Score Field Sales & Merchandising with SkillScorer
Book a demo and we'll set up Consumer Goods (FMCG) and Field Sales & Merchandising with the skills, levels and wording ready to go.
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