Solutions · Surveys & shelf compliance

Move the compliance number, don't just report it.

Not a mailed spreadsheet and findings nobody closed.

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Supplier report
County Market, La CrosseKettle Range – TequilaShelf: Eye LevelPrice: $39.99# Facings: 2
Kwik Trip, Green BayGreat Lakes Seltzer – Black Cherry Hard Seltzer, 12/12 ozShelf: Base LevelPrice: $19.50# Facings: 5
Copps Food Center, StevensCedar Ridge Cellars – Cabernet Sauvignon (2021)Shelf: Eye LevelPrice: $9.99# Facings: 3

The old way

A survey collects, never fixes.

Collected, then stranded

Responses come back as raw numbers with no standard beside them. You read row after row hunting for the ones that are wrong.

Findings die in a text thread

A bad result gets texted to a rep. Maybe it's fixed. Nobody confirms it, and the loop stays open into the next cycle.

Compliance reads flat

No one can see the before or the after, so real improvement never shows up in the number your suppliers grade you on.

The data was never the hard part. Doing something with it is.

The flywheel

Every response lands on its placement.

A survey answer writes back to the exact product, at the exact account, on the exact shelf. So field work updates the record instead of vanishing into an inbox, and the data drives the next action instead of being collected once and thrown away.

Automatic scoring

Off-standard results flag themselves.

Every response is scored against the per-SKU standard you set, per field and per row, as a percentage. You stop reading rows looking for problems. The problems surface on their own, and the results matrix shows a whole campaign at once.

ProductDiscount Liquor, WestCermak Fresh MarketFresh Thyme Market
Northwoods Brewing Kettle Moraine Lager
Eye Level
$9.99
3
Eye Level
$9.99
2
Eye Level
$9.99
2
Great Lakes Distilling Straight Bourbon
Reach Level
$32.99
1
Reach Level
$32.99
1
Reach Level
$32.99
1
Cedar Ridge Cellars Cabernet Sauvignon
Top Shelf
$17.99
2
Top Shelf
$17.99
2
Top Shelf
$17.99
2

Close the loop

Fix and verify in one place.

An off-standard result becomes a correction task that sends a rep to the specific placement. When it's marked done, the task links back to the original survey, so you verify the fix against the finding that triggered it. Collect, flag, fix, verify, in one workflow.

40 survey tasks
Placement surveyCopper LanternUrgentStartReview
Placement surveyKeystone BottleHighStartReview
Placement surveyHoboken LarderHighStartReview
Placement surveyDelaware & VineHighStartReview
Placement surveyRidgeway WineMediumStartReview
Placement surveyOsteria VialettoMediumStartReview

Results matrix

Every response comes back graded.

Each response shows what the rep captured next to the target. Only the field that missed is flagged.

  • What was captured and what was required, side by side
  • The field that missed is flagged, the rest stay quiet
  • Photo proof is accepted or rejected by a person
AccountProductStatus
The Tasting RoomSouthbridge Cedar RidgeCabernet Sauvignon Compliant
Compliant

Photo verified

by Patricia Adminson · Jun 28, 4:12pm

Targets met 4 of 4CapturedTarget
ShelfEye level Eye level
Price$23.50 $22.00–$25.00
Facings3 ≥ 2
POS tagsCold box Cold box
Harbor PointNorthgate Cedar RidgeCabernet Sauvignon Non-compliant 3 of 4
Non-compliant

Pending verification

RejectVerify photo

Corrected by D. Okafor · Jun 29, 5:04pm

Correction task
Targets met 3 of 4CapturedTarget
ShelfEye level Eye level
Price$27.00 $22.00–$25.00
Facings2 ≥ 2
POS tagsCold box Cold box
The Copper TapRiverside Cedar RidgeCabernet Sauvignon Compliant
Compliant

Photo verified

by Patricia Adminson · Jun 29, 9:40am

Targets met 4 of 4CapturedTarget
ShelfEye level Eye level
Price$24.00 $22.00–$25.00
Facings4 ≥ 2
POS tagsCold box Cold box