Retail Observations App

Provide a consistent customer experience and spot the skills gaps

Ocasta’s retail observations app allows “in the moment” coaching and insight in your retail stores. Uncover the gaps, coach your retail team, and meet customer needs.

5
More upselling
9
Customer satisfaction increase
0
Leap in performance

What are retail observations?

Use these three simple steps to identify the training needs and skill gaps holding back your sales performance:

Observe

Store and team managers observe the behaviours of retail staff in the moment, map them against your ideal customer journeys using simple checklists, collate the results, and identify the gaps.

Coach

After spotting a missed step or a behaviour that needs improvement, managers can coach on the spot — reinforcing good practice and correcting mistakes immediately.

Uncover

Review all the observations to analyse patterns across your teams. Uncover the skills gaps and training needs impacting performance — not from guesswork, but from real data.

Observing against your ideal customer journeys

Create templates based on your brand’s ideal retail experiences — from greeting a customer, recommending products, upselling, to processing payments.

Store leaders pick the sales associate, follow the checklist during real interactions, and set actions plans based on skill gaps.

You’ll get a live scorecard of how your teams are performing — and where to focus your training.

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Build associate skills in real-time

Retail observations aren’t about hitting 100%. They’re about consistent development.

Ocasta makes coaching part of everyday performance management. During any observation, you can set tasks and actions right away — closing gaps, reinforcing skills, and helping team members improve quickly.

Coaching becomes consistent across your stores — not dependent on who the manager is.

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Spot strengths. Fix what’s missing.

Ocasta’s retail observations app helps you highlight what’s working, not just what’s wrong.

Every observation creates a scored report, making it easy to spot performance patterns, identify training gaps, and track improvements over time — all from one place.

You can zoom in by shop, region or individual to give the right support to the right people, fast.

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“I use Ocasta to get a snapshot of what’s happening across all our UK stores. It tells me what we need to work on, and what we need to celebrate.

And that’s where I lean into education for the new month.”

— Steph Howe, Retail Learning & Development, Victoria’s Secret

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A training need today becomes tomorrow’s improvement

Identify patterns, not just one-offs
Review your data centrally to spot recurring themes. Is upselling being missed? Is product knowledge patchy? The retail observations app gives L&D and operations a shared view of what’s happening in stores.

Close the gap between L&D and operations
Because retail observations are tracked in real time, your learning teams get instant insight into what’s happening on the shop floor — and can shape training to match.

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Reinforce with learning, close the loop

Link your observation data with Ocasta’s optional knowledge and microlearning tools. Build targeted learning content to close gaps as soon as they’re spotted — or integrate with your existing LMS.

Ocasta’s learning tools are available as an add-on, so you only pay for what you need.

Every customeriteractionorderquestion becomes a moment
that drives knowledge, action, and performance.

Book your demo today