Overview
My Beat is a salesman's plan for the day. It looks at every shop assigned to them and puts the ones that most need a visit at the top — deliveries, challans to close, money to collect, and shops not visited lately. Open Sales Man > My Beat, or click My Beat under Quick Access on the Salesman Dashboard.
The Header
- The line next to the title shows the salesman and how many shops are assigned to them, with how many need attention
- Pick the salesman from the drop-down at the top right — the number in brackets is their shop count
- Switch between Today's list and Visit progress
- Use the refresh icon to reload, and × to close
Summary Tiles
| Tile | What it shows |
|---|---|
| To Deliver Today | Shops with goods to deliver |
| DCs to Close | Shops with delivery challans to settle |
| Money to Collect | The total to collect from the assigned shops |
| Sales Dropping | Shops whose orders are falling |
| Not Visited Lately | Shops nobody has visited recently |
Visit Progress shows the share of assigned shops visited in the last 30 days, for example 0% · 0/31.
Today's Plan
The shops to visit today — deliveries, must-visit shops, urgent overdue, and stale stock — with the count in the heading.
| Column | What it shows |
|---|---|
| # | The order to visit in |
| Shop | The shop's tier (a letter badge), an urgency tag such as Urgent extra, its name, area, and phone number |
| Why visit | The reasons: Deliver (goods to deliver), Close DC (a challan to settle), and Not visited |
| Last visit / Last order | When the shop was last visited, and last ordered |
| Outstanding / Overdue | What the shop owes, and how much of it is overdue |
Other Shops
Below today's plan, Other shops lists the rest of the salesman's shops they could visit if time allows, sorted by urgency, with the same columns.
Tip: Visit the shops in Today's plan in order — the list is already sorted so the most urgent stops come first.