Territory & Beat Management Software

Geography Master Configuration

The Geography Master is completely configurable. First, we define how many levels are required in the project. For example, three levels: State → City → Pin Code. Later, if required, another level can be added below City. Parallel levels can also be created. Every organization follows a different geographical structure.

Geography Configuration Options

• State → City → Pin Code Hierarchy
• Zone → Region → District → Pin Code Hierarchy
• Zone → State → District → Taluka Hierarchy
• Parallel Level Support (add levels later)
• Data Upload After Hierarchy Finalization
• Location Mapping Against Users
• Location Mapping Against Customers
• Linked Everywhere in System for Geography Data
• Completely Configurable Per Organization
• Geography-Wise Pricing Linkage (₹100 North India vs ₹150 South India)

Beat Planning & Outlet Mapping

Here we divide areas into beats. For example: Udyog Vihar Phase 3, Udyog Vihar Phase 4, Udyog Vihar Phase 5. Each beat can have one or multiple field users assigned, and outlets are mapped inside the beat. Planning can be done for the complete beat or for specific outlets.

• Create Beats by Dividing Areas (e.g., Udyog Vihar Phase 3, 4, 5)
• Map Outlets Inside Beats
• Assign One or Multiple Field Users per Beat
• Plan Complete Beat (All Outlets Included Automatically)
• Plan Specific Outlets Inside a Beat
• Select Today's Date or Future Dates for Planning
• Create Recurring Schedules (Similar to Recurring Meetings)
• Beat-Wise Customer & Outlet Visibility

User & Customer Territory Assignment

The User Master manages all users across the system with individual or bulk upload, reporting hierarchy, and customer type mappings. Customer Master manages all retailers, distributors, and super stockists with territory mapping. Customers can be imported, added individually, or created through the mobile app.

• User Creation (Individual or Bulk Upload)
• Reporting Manager & Hierarchy Definition
• Customer Type Mapping per User
• Retailer, Distributor & Super Stockist Territory Assignment
• Customer Import, Individual Addition, or App-Based Creation
• Distributor Territory Allocation
• Role-Based Access Permissions per Territory
• Geography & Beat Mapping per User

Multi-Level Geography Hierarchy

First, we define how many levels are required in the project. After defining the hierarchy, data is added into it. Later, if required, another level can be added or parallel levels created. During project setup, the hierarchy is finalized first and then data is uploaded accordingly.

• State → City → Pin Code (3-Level Hierarchy)
• Zone → Region → District → Pin Code (4-Level Hierarchy)
• Zone → State → District → Taluka (Custom Hierarchy)
• Add New Levels Below Existing Levels
• Create Parallel Levels at Same Depth
• Hierarchy Finalized During Project Setup
• Data Uploaded After Hierarchy Configuration
• Linked Across System for All Geography-Related Features

Beat Creation & Area Division

Here we divide areas into beats. For example: Udyog Vihar Phase 3, Udyog Vihar Phase 4, Udyog Vihar Phase 5. Each beat can have one or multiple field users assigned, and outlets are mapped inside the beat for structured market coverage.

• Divide Areas into Named Beats (e.g., Udyog Vihar Phase 3, 4, 5)
• Map Retailers & Outlets Inside Each Beat
• Assign Single or Multiple Field Users per Beat
• Beat-Wise Outlet Count & Coverage Visibility
• Beat-Level Sales & Order Tracking
• Beat Structure Configuration per Territory
• Outlet-Level Visit History per Beat
• Beat Compliance Monitoring

Customer & Outlet Territory Mapping

Customer Master manages all retailers, distributors, super stockists, and other customer users. Specifically, distributors and super stockists are important because inventory and order flow work against them. Locations can be mapped against users or customers. Customers can be imported, added individually, or created through the app.

• Retailer, Distributor & Super Stockist Territory Mapping
• Outlet-to-Beat Assignment
• Customer-to-Geography Location Mapping
• Distributor Territory Allocation
• Bulk Customer Import & App-Based Outlet Creation
• "Add New Customer" Option in Mobile App
• Customer Type Mappings for Territory Control

Territory-Linked Pricing & Schemes

Geography-specific pricing allows a product to sell for ₹100 in North India and ₹150 in South India. Schemes can be applied geography-specific, customer-specific, product-specific, or category-specific. The territory structure is linked to all pricing and scheme rules.

• Geography-Specific Pricing (₹100 North India vs ₹150 South India)
• Territory-Based Price List Assignment
• Geography-Specific Scheme Deployment
• Customer-Specific Pricing per Territory
• Customer-Type Pricing (Super Stockist vs Distributor vs Retailer)
• Territory-Wise Scheme Coverage Analysis
• Default Pricing Fallback When No Territory Price List Exists

Territory-Wise Sales & Coverage Reports

Track territory and beat performance across the distribution network. Reports open in a side panel where users can explore data without leaving the current screen, apply filters like warehouse, brand, status, or any custom filter, and export directly.

• Territory-Wise Sales Summary
• Beat-Level Sales Analysis
• Outlet Coverage Reports per Territory
• Geography-Wise Order Distribution
• Customer-Wise Order Tracking per Beat
• Field User Performance by Territory
• Beat Compliance Reports
• Territory Revenue Comparison

Visit & Attendance Analytics

Monitor field team visit compliance, attendance patterns, and productivity metrics across territories and beats.

• Visit Completion Rate per Beat
• Planned vs Actual Visit Reports
• Attendance Compliance by Territory
• GPS-Tracked Visit Duration
• Outlet Visit Frequency Analysis
• Field User Productivity Metrics
• Weekly & Monthly Visit Trends
• Beat-Wise Coverage & Productivity Data

Target Achievement by Territory

Achievement logs show which orders contributed toward target achievement. Target uploads work through templates where users download the template, fill values, and upload it back. Columns are dynamic and generated based on target configuration.

• Visit Target vs Achievement Reports
• Product Target vs Achievement by Territory
• Order-Level Achievement Contribution Logs
• Monthly & Quarterly Achievement Trends
• Top Performing Territories
• Beat-Level Target Completion Status
• Salesperson Activity Reports per Territory
• Coverage & Productivity Data

Dashboard KPIs & Real-Time Charts

The dashboard loads the last 30 days' data by default and shows KPIs, charts, top products, and all related analytics. Everything can be exported.

• Territory-Wise Revenue Overview
• Beat Coverage & Visit Compliance
• Active Users & Field Team Activity
• Sales Trend Charts by Geography
• Order Status Distribution (Delivered, Processing, Pending)
• Top-Selling Products by Territory
• Outlet Coverage Dashboard
• Customizable Date Range & Filters

Report Exporting & Caching

We already have around 24 default reports in the system. Once a report is exported, it is available in a dedicated Exports section for the next 7 days, so users do not need to regenerate the same report repeatedly. This helps reduce load on the system because reports are generated in real time.

• 24+ Default Reports Available
• CSV Format Export Support
• 7-Day Export Cache for Re-Access Without Regeneration
• Configurable Filters (Warehouse, Brand, Status, Custom Fields)
• Side Panel Report Exploration
• Shared Export Access Across Team Members
• Date-Wise & Territory-Wise Filtering
• Real-Time Report Generation