How it works

From the plan to the boardroom, on one record.

Field reps, distributors and managers work on the same live data. Here is what happens at each step, and who does what.

  1. 1Set up
  2. 2Plan
  3. 3Sell
  4. 4Track
  5. 5Deliver
  6. 6Reconcile
  7. 7Decide
  1. Plan the beatRoutes, outlets, targets and offers for every rep.
  2. Visit & orderGeo check-in, shelf check and order — even offline.
  3. Load & deliverChallan, loadsheet and dispatch. Returns recorded.
  4. See & decideCoverage, sales and stock — live for leadership.

Outlet upload

Outlet approved

1Set up

Put your market on the system.

Your business hierarchy, products, distributors, routes and outlets go in once, so every report speaks the same language.

  • Outlets and routes uploaded in bulk from Excel
  • Opening stock uploaded for each distributor
  • New outlets verified, then approved
  • Prices, schemes and targets set centrally
See the platform

Itinerary this month

Route 3 today

2Plan

Decide who goes where.

Beat plans and monthly itineraries turn your targets into a clear list of outlets for every rep and supervisor.

  • Weekly, fortnightly or monthly beat plans, even daily
  • Monthly itineraries for supervisors and their teams
  • Sales, focus product and KPI targets
  • Program outlets with their own targets
Read the beat planning guide
Beat 072 / 4
  • Rahman StoreOrdered · 12 SKUs
  • Ma PharmacyNo order · closed
  • Karim General StorePlanned
Take order

3Sell

Work the day on one app.

Reps check in, follow the route, record each visit and take SKU-wise orders. It keeps working in low signal.

  • Attendance starts the day
  • Order or no-order at every outlet, with a reason
  • Offers considered as the order is taken
  • Mandatory day close
More on sales force automation

Field coverage today

82%
  • Area 1
  • Area 2
  • Area 3
3 need a call

4Track

Watch the field as it happens.

Managers see who is working, who has gone quiet and how coverage looks by area, then replay any rep’s day.

  • Live map of every field employee
  • A list of who needs a call
  • Day replay with outlets marked
  • Shelf photos tied to the outlet
More on employee tracking

Delivery run 3

2 of 4 drops done

5Deliver

Turn orders into deliveries.

Orders reach the right distributor. Challans, loadsheets, dispatch and delivery all run on the same record.

  • Orders filtered by date, route, outlet and rep
  • Print-ready challans and loadsheets
  • Full, partial and failed deliveries, with reasons
  • Returns recorded at delivery
More on distribution management

Stock count

In the system
480
Counted
472
Variance
-8
Sent for approval

6Reconcile

Keep stock and claims honest.

Stock moves with every dispatch and return. Counts, damage and claims go through approval, so the numbers hold up.

  • Stock in and out, day by day
  • Counted stock against the system
  • Damage recorded at warehouse and trade level
  • Claims batched and approved
More on stock and claims

Coverage

64%

Orders · 30 days

7Decide

Run the business on today’s numbers.

Dashboards and reports show sales, coverage, stock and targets, from the whole country down to one outlet.

  • MTD sales and distribution dashboards
  • Target vs achievement (ACH %)
  • Excel export across reports
  • Works with SAP, Power BI and Tableau
See the reports

Who does what

Each role sees only what it needs.

One system, with access set by role, so people work faster and data stays where it belongs.

  • Field reps

    Check in, follow the day’s route, take orders and close the day on one Android app.

  • Supervisors

    Plan itineraries, see who is working and review their team’s visits.

  • Merchandisers

    Check in at outlets and send shelf photos tied to the outlet.

  • Distributors

    Process orders, print challans, dispatch, and keep stock and claims up to date.

  • Sales heads

    See sales, coverage and targets for every area, down to one outlet.

  • Back office

    Set up products, schemes and targets, approve claims and stock counts, and export reports.

Speaks FMCG

Primary, secondary and the shelf, in one view.

See what you sold to distributors next to what they sold on to outlets. Real demand never hides behind stock sitting in a godown.

The numbers your sales meeting runs on. Live.

  • MTD salesMonth-to-date sales against the full month target.
  • Call %Outlets visited out of the outlets planned.
  • Productive calls (PC %)Visits that end with an order.
  • LPCLines per call: the SKUs on each order.
  • ECOEffective outlet coverage: outlets billed this month.
  • Billed and non-billed outletsWho bought this month, and who didn’t.
  • Order vs deliveryWhat was ordered against what arrived.
  • Target vs achievement (ACH %)By rep, route, SKU and distributor.
  • Closing stockSKU-wise, at every distributor, every day.

Getting started

How a rollout begins.

  1. 1

    Tell us how you sell

    Your routes, outlets, distributors and where it hurts.

  2. 2

    See it on your market

    A walkthrough of SalesLead built around your operation.

  3. 3

    Bring your data

    Outlets, routes, opening stock and targets upload from Excel.

  4. 4

    Plan the rollout

    Which territories, which modules, in what order.

See it running on your market.

See SalesLead running on your own routes, outlets and distributors in a free demo.