Beat Planning

What is Beat Planning?

Beat planning or permanent journey plan is a day-level route plan made for field sales/marketing personnel to make visits to a number of stores at a predefined frequency. A beat plan defines whom to visit, when to visit, based on the company’s priorities on stores category/segment. Effective beat planning is essential for FMCG retailers and brands to be able to keep stores sufficiently stocked with in-demand merchandise and replenish them at regular intervals.

While sales beat planning is generally done manually, when handling multiple locations and hundreds of product categories, it poses some serious real-world challenges.

  • Fuzzy, incomplete, and incorrect addresses of the retail outlets is a major issue while planning sales beats
  • Poor communication between retail storekeepers and warehouse managers may lead to improper beat planning
  • Mapping specific vehicles to a specific category of products and specific geographical regions is also part of the planning process
  • On-ground constraint such as salesman’s geographical understanding, route restrictions, traffic congestions, etc. can affect a permanent journey plan
  • Salesmen often face the issue of unfair load balancing in terms of the number of retailer visits, distance traveled and time spent on the road.

How Locus helps FMCG retailers with efficient beat planning

Automated beat planning | Accurate rider allocation | Increased serviceability ratio | Smart routing for Permanent Journey Plans | Analyses et insights

Related Resources

Comment les joueurs FMCG peuvent-ils utiliser plus efficacement les commerciaux Étude de cas

Comment les joueurs FMCG peuvent-ils utiliser plus efficacement les commerciaux

Due to the very nature of consumer goods, the competition in the FMCG market is always cut-throat. If your product is not available in the store, the customer will easily substitute it with an alternate brand.

lire l'histoire
Étude de cas
Comment optimiser les différents segments de la chaîne d'approvisionnement FMCG?
Lire l'histoire >
Rapport Insight sur les ventes FMCG
Lire l'histoire >
FMCG Insight Report II: Comment prendre des décisions stratégiques dans le secteur FMCG
Lire l'histoire >
Comment optimiser la planification permanente du parcours (PJP) dans les chaînes d'approvisionnement FMCG et Retail
Lire l'histoire >
Que réserve le FMCG à 2025? Nous venons d'apprendre par des experts
Lire l'histoire >

Rationalisez vos opérations maintenant !

Planifiez une démo!

Schedule a meeting with Locus

How can Locus help manage your logistics?

  • Le moteur de géocodage propriétaire de Locus convertit les adresses les plus floues en coordonnées géographiques précises, aidant ainsi vos cadres sur le terrain à localiser facilement les adresses.
  • Digitize all your operational variables such as fleets, delivery persons, etc to come up with the best route plan every day.
  • Track your orders in real-time with the Locus Live Dashboard. Locus’ last-mile delivery app Locus On The Road (LOTR) helps delivery partners process orders.
  • Visualize and tweak your scheduled plans via three key metrics— geography, time, & vehicle(fleet)—with a birds-eye view of your entire operations.
  • Créez vos propres rapports et analysez les paramètres importants dont vous avez besoin pour prendre des décisions clés.

Join Industry Leaders:

$100 M+
Réduction des coûts logistiques
100+ Years
Temps de planification gagné
6300 + Tonnes
Réduction des émissions de GES


En cliquant sur Soumettre, vous nous donnez votre consentement à communiquer par courriel ou par téléphone au sujet de la démo que vous avez demandé.

Bahasa IndonesiaTiếng ViệtFrançaisDeutschEnglish