Checklist
Retail doesn’t struggle from a lack of data. It struggles from a lack of connection.
Use this assessment to evaluate how well your store performance, workforce decisions, and financial outcomes actually move together in practice.
How to use this checklist
Review each area with your team and check off what is already true today. If several boxes remain unchecked, it may be worth pausing to align on your retail planning, workforce, data, and reporting foundations before moving forward.
What it meansThe business capability being assessed.
Key questionsPrompts for team discussion.
Common pitfallWhere retail teams often get stuck.
Practical guidanceThe recommended next move.
Scoring Your Results
0–8: DisconnectedYour core functions are operating in silos.
9–16: Functional but reactiveYou have visibility, but decision-making still lags.
17–22: Connected & adaptiveYour foundation is strong; now it’s about speed and scale.
23–26: Fully optimizedRetail intelligence is becoming a decision engine.
Not started
Start checking items above to generate your assessment result.
Final Thought
Retail intelligence isn’t about having more data. It’s about connecting:
- Store performance
- Workforce decisions
- Financial outcomes
When those move together, the business can respond in real time.
