Retail Audit

Build checklists to conduct retail audit with key information and ensure perfect in-store execution.


What is this workflow ? With this workflow you can streamline your merchandising field processes, and ensure that there is compliance with your perfect store execution standards.

It will enable you to increase the efficiency of your merchandisers and be guided in their work with access to relevant documentation

With this workflow, get access to the following features:

  • Access to the customer profile (creation, modification)

  • Search and filter the client portfolio on multiple criteria

  • Products and training brochure (picture, video, files)

  • Visit history

  • Customer analytics

  • Product presence (quantity / placement)

  • Branding presence

  • Pricing applied

  • Competition presence

  • Pictures taking

Who is this workflow for?

  • Merchandisers

  • Retail Auditors

What KPIs will you get ?

Field Force Monitoring

  • User On Boarding (Log in, active on the app)

  • Field Activity (activity levels per day per user)

  • Time worked (start, end time, visit and transport time, visits per hour)

  • GPS tracking (movements during the day, timeline with customers visited)

  • New customers created (per user, per day, per type, etc)

  • Visits (number of visits, time spent, % of customer portfolio visited)

Workflow specific

  • Numerical Distribution (per channel, customer type)

  • Stock available (on shelf, in store)

  • Branding presence (per channel, customer type)

  • Products prices observed

  • Promotion applied

  • Rating of the merchandising execution

  • Equipment presence and status

Define automated replenishment alerts if the stock falls below a defined threshold

FieldPro templates show you how with our no-code app builder you can obtain different workflows to digitse and automate your field processes. Our mobile app enables a flexible data collection in the field and our web app allows you to visualize all the information gatehered and obtain analytics for your business.


The FieldPro retail audit solution enabled us to maximize the effectiveness of implementing our roll-out strategy. On top of that, the dashboards to showcase the findings was exceptional in its interface."

Mike Fischer




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