Route Productivity

Advanced · 6 min · Field team

Shows each route with its territory, salesman, frequency, number of customers and pending amounts, so you can see which routes pay and which need work.

Open this screen in Stockivio →

Route Productivity

Load

RouteTerritoryसेल्समैनFrequencyग्राहकPending

Screen layout sketch — the screenshot will appear here once it is added.

Why and when you use it

Every route costs time, fuel and salary. Route Productivity helps the owner decide where to add a visit, where to cut one, and where money is stuck with customers. It is a monthly or quarterly review screen for the owner and sales manager.

Before you start

Routes with customers and salesmen (Routes)
A few weeks of invoices and collections

Step by step

Open Route ProductivityUnder Stockivio ERP, open Route Productivity.
Press LoadChoose the period if asked and press Load. The table shows Route, Territory, Salesman, Frequency, Customers and Pending.
Compare routesLook at routes with similar frequency side by side. A route visited twice a week with few customers may be better merged.
Check pendingPending shows money still to be collected on that route. A high figure means the salesman should focus on collections there.
Decide and actChange frequency, move customers or reassign a salesman in Routes. Then regenerate the next month's Beat Planner.

Worked example

Sharma Traders compares its two Jaipur routes for October 2026.

Open Route Productivity and press Load.
Malviya Nagar: Salesman Ravi, Frequency twice a week, Customers 18, Pending ₹62,000.
Sanganer: Salesman Imran, Frequency twice a week, Customers 14, Pending ₹1,45,000.
The owner opens Receivables for Sanganer customers and sees three shops owe ₹90,000 between them.

Result: The owner asks Imran to make collections the priority on his next four Sanganer beats and creates Collection tasks for him in Team Workboard.

💡 Tips

Look at Pending alongside Customer-wise Performance to see whether a route's customers are slow payers or just large buyers.
Review at least quarterly; markets change.
Before cutting a route's frequency, check whether competitors visit those shops more often.

⚠️ Common mistakes

Judging a new route after just two weeks. Give it at least a month.
Ignoring pending amounts and only looking at the number of customers.

🎬 Video walkthrough (script — recording coming soon)

Scene 1: Open Route Productivity and press Load.
Scene 2: Explain each column.
Scene 3: Compare Malviya Nagar and Sanganer.
Scene 4: Open Receivables to see who owes on Sanganer.
Scene 5: Create a collection task in Team Workboard.