Merchandising Strategies Audit Form
Use this form to assess and document the effectiveness of merchandising strategies at your location.
Store/Location Name
*
Auditor Full Name
*
First Name
Last Name
Audit Date
*
-
Month
-
Day
Year
Date
Contact Email
*
example@example.com
Product Placement Evaluation
*
Rows
Excellent
Good
Needs Improvement
Not Applicable
Shelf Organization
1
2
3
4
Eye-level Placement
5
6
7
8
Endcap Utilization
9
10
11
12
Planogram Compliance
13
14
15
16
Signage and Promotional Materials Visibility
*
1
2
3
4
5
Are all promotional materials current and correctly displayed?
*
Yes
No
Partially
Stock Availability Check
*
Rows
Fully Stocked
Low Stock
Out of Stock
Top-selling Items
17
18
19
Promotional Items
20
21
22
Seasonal Merchandise
23
24
25
Visual Merchandising Elements
Cleanliness of Displays
Lighting Adequacy
Signage Placement
Thematic Consistency
Other
Overall Effectiveness of Merchandising Strategies
*
Poor
1
2
3
4
5
6
7
8
9
Excellent
10
1 is Poor, 10 is Excellent
Key Observations and Recommendations
Submit Audit
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