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πŸ—ΊοΈ Beat Planning

Beat Planning Software for Sales & Field Teams

Assign every salesman a clear beat β€” who to visit, in what order, on which days β€” and see planned vs actual coverage so no customer gets missed.

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Who this is built for

  • Distribution and FMCG teams running recurring customer visit cycles
  • Sales managers tired of overlapping or skipped territories
  • Businesses that plan beats on spreadsheets and can't verify adherence
  • Teams onboarding new reps who need a ready-made visit route

What you get

Beat scheduling

Assign customers or outlets to a salesman for specific days, building a repeatable weekly or monthly beat.

Territory mapping

Visualize each rep's assigned area so overlaps and coverage gaps between territories are obvious at a glance.

Planned vs actual adherence

Compare the beat plan against GPS-tracked actual visits to see exactly which customers were missed.

Quick reassignment

Rebalance beats instantly when a rep is on leave, a territory changes, or a new customer is added.

How it works

1

Build the customer list

Add customers or outlets per territory, with visit frequency (daily, weekly, monthly).

2

Assign beats to reps

Set each salesman's beat for the week β€” which customers, in what order, on which days.

3

Track adherence

See planned-vs-actual visits update daily, and follow up immediately on any missed stop.

Frequently asked questions

Related solutions

Field Sales Tracking AppEmployee GPS TrackingField Force ManagementOneBI Tracker
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