Route Planning & Beat Management Software

Route Planning Software for field sales teams automates beat plan creation, territory allocation, and outlet visit scheduling — replacing manual Excel-based route planning with GPS-validated, data-driven route intelligence.

What It Does:

• Creates beat plans with outlet assignments, territory mapping, and approval workflows
• Tracks route compliance in real time — visited vs planned vs missed outlets per rep
• Validates outlet visits with GPS geo-fencing and mandatory photo capture
• Measures distance traveled, idle time, and productivity per beat
• Generates Market Visit Plans (MVPs) with manager approval and actual vs planned tracking
• Provides beat compliance dashboards, territory reports, and distance analytics

Reduces route planning admin by 80% — eliminates manual beat creation, compliance tracking, and distance calculations with automated workflows and GPS validation.

Beat plan management in 1Channel follows a structured workflow from territory creation to field execution with real-time compliance tracking.

• Admin creates territories (Zone → Region → Area → Territory hierarchy)
• Outlets assigned to beats with visit frequency (daily/weekly/monthly)
• Beat plan uploaded via Excel or created one-by-one in admin portal
• Approval workflow: reporting manager approves before field deployment
• Sales rep receives beat on mobile app with outlet list and navigation
• Beat compliance = outlets visited ÷ outlets planned (tracked automatically)

A beat plan is a recurring route for daily/weekly outlet coverage. A Market Visit Plan (MVP) is a structured one-time visit schedule with specific objectives, date ranges, and manager approval.

• MVP has defined date range and specific visit objectives per outlet (e.g., new product launch visit)
• Manager approves MVP before field execution
• GPS-based check-in validates rep is physically present at planned outlet
• Planned vs actual completion rate tracked in real time

1Channel validates every outlet visit using GPS geofencing — sales reps can only mark check-in when they are physically within the outlet's configured radius.

• Configurable geofence radius per outlet (50–200 meters)
• GPS coordinates captured at check-in with timestamp for audit trail
• Mandatory photo capture with location stamp for compliance verification
• Deviation alerts when rep visits unplanned outlets or skips planned ones (configurable)
• Compliance score calculated per rep per week for manager review

Yes, 1Channel tracks total distance traveled per rep per day with GPS-validated data for both compliance monitoring and expense reimbursement.

• Total kilometers per rep per day tracked automatically
• Outlets visited per km — productivity metric for route optimization
• Beat-wise distance comparison (planned vs actual route distance)
• Monthly distance reports for field expense reimbursement workflows (configurable)

Standard implementation takes 2–4 weeks depending on organization size, territory structure, and customization requirements.

• 2–4 weeks total (adjusts based on team size and territory complexity)
• Includes: territory setup, beat plan configuration, outlet data upload, geofencing
• Pilot testing phase before full rollout across all territories
• Dedicated support and training throughout onboarding