A field team spends between a quarter and a third of the day driving. It is the biggest hidden cost in the operation, and the easiest to cut.
Sales route planning is organising point-of-sale visits into sequences that minimise travel and guarantee coverage. Instead of each person deciding in the morning where to start, you define in advance which stores are visited, in what order and how often, so none is forgotten and time on the road is as low as possible.
People deciding on the spot tend to repeat the comfortable stores and postpone the distant ones. The result is uneven coverage: some stores visited every month and others forgotten for a year, with nobody noticing until it is too late. On top of that, a sequence chosen by habit is rarely the shortest one.
From the location list, filtering by region, banner, client code or by not having been visited in more than X time.
Manually, if you know the area well, or by asking the optimiser to compute the shortest order between the points.
A long route can be split into several days, with a maximum number of stops per day.
The route is attached to the user who will run it and appears in their app.
Each stop opens the matching visit. As they are completed, the route shows progress.
A read-only snapshot can be shared by link with someone outside, without giving them platform access.
Stops distributing stores by email and starts seeing who has which route and where they are.
Arrives in the morning knowing exactly where they are going and in what order, with no time lost deciding.
Can guarantee the visit frequency agreed with the client is met, and prove it.
Plan several clients without overlapping trips to the same area on the same day.
Filtering locations with no visit in over 90 days returns 23 stores, nearly all in the same outlying region. Instead of fitting them in gradually, you build a three-day route that covers all of them and restores coverage in one go.
A launch requires presence in 60 stores in the first week. The stores are split into four routes, one per person, optimised by proximity. Coverage is guaranteed without depending on who remembers where they have been.
An agency has to demonstrate it met the contracted frequency. The route snapshot shows the planned stops, the completed ones and the dates, in a link the client opens without needing an account.
| Route decided in the morning | Planned route |
|---|---|
| Uneven coverage, forgotten stores | Predictable, verifiable coverage |
| Sequence by habit | Sequence optimised by distance |
| Distributed by email and WhatsApp | Route assigned and visible in the app |
| Nobody knows progress until end of day | Progress visible as it happens |
| Proving coverage is manual work | Shareable snapshot link |
| Stops per route | No limit |
|---|---|
| Optimisation | Automatic calculation of the shortest order between stops |
| Day splitting | Yes, with a configurable maximum of stops per day |
| Map | Visualisation of stops and the route |
| Assignment | One route per user, with live progress |
| External sharing | Read-only link, no account required |
| Duplication | A route can be duplicated for the next period |
The optimisation computes the shortest order between points based on distance. It does not replace a live navigator: the route defines where to go, the phone navigator handles the drive itself.
Yes. Adding, removing or reordering stops is possible at any time, and the change appears immediately for whoever is running it.
The stop stays incomplete and remains visible on the route. It does not disappear or get marked done, which is exactly the point: the gap has to be visible.
Yes, by duplicating it for the next period. It is the most practical way to hold a stable visit frequency.
The route is available on the device and visits can be recorded offline. Syncing happens once the connection returns.
Yes. The snapshot creates a read-only link, useful for showing a client or a store manager without giving them platform access.
Everything agreed with the retailer only counts if it is actually in the store. Retail execution is the discipline of verifying that, with evidence, and acting when it is not.
Every store visit produces information worth keeping for years. Recording it was never the problem: getting back to it is.
The checklist decides the quality of everything that follows. If the questions are vague, no analysis can rescue them.
We build a route with your real stores and show the difference against your current sequence.