Planned vs Actual
Compares the beats that were planned with what actually happened: stops completed and stops skipped for each salesman and day.
Refresh
DateBeatसेल्समैनस्टेटसStops CompletedStops Skipped
Why and when you use it
A beat plan is only useful if it is followed. This screen shows, day by day, whether each planned beat was worked and how many shops were covered. Sales managers use it to spot salesmen who skip outlets and routes that are too long to finish.
Before you start
- Generate the month's schedule (Beat Planner)
- Salesmen mark visits on Today's Beat
Step by step
- Open Planned vs ActualUnder Stockivio ERP, open Planned vs Actual.
- Press RefreshPress Refresh to bring in the latest visits marked by salesmen.
- Read each rowEach row shows Date, Beat, Salesman, Status, Stops Completed and Stops Skipped.
- Look for patternsOne bad day is normal. The same salesman skipping stops every week, or the same beat never being finished, needs action.
- Fix the causeIf a beat is always unfinished, it may be too long: split it in Routes. If one salesman skips, discuss it with him and check Live Tracking.
Worked example
Sharma Traders' Sanganer beat has 20 stops. In the first two weeks of November, Imran worked 4 Sanganer beats.
- Open Planned vs Actual and press Refresh.
- Rows for Imran show Stops Completed 16, 14, 15, 13 and Stops Skipped 4, 6, 5, 7.
- Ravi's Malviya Nagar beats show 17 or 18 out of 18 completed.
- The manager reviews the Sanganer route and finds the last six stops are 9 km away from the rest.
Result: The manager moves those six shops to a new route on a separate day. The following week Imran completes 14 of 14 stops on Sanganer.
💡 Tips
- Check this screen weekly together with Performance.
- Stops skipped because a shop was closed are different from stops not attempted; ask salesmen to mark closed shops on Today's Beat.
- Mark holidays in Holidays so non-working days do not appear as missed beats.
⚠️ Common mistakes
- Blaming the salesman without checking whether the route is realistic.
- Editing past plan days to make the report look better. The value of this screen is honesty.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Planned vs Actual and press Refresh.
- Scene 2: Explain Stops Completed and Stops Skipped.
- Scene 3: Filter by eye to Imran's Sanganer rows.
- Scene 4: Jump to Routes to split the long route.
- Scene 5: Return a week later and show the improvement.