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Two tools our onboarding team actually hands to customers — drop your work email and the download starts. One useful follow-up email, nothing else.

Excel / CSV

Beat-plan template

The sheet we use to set up a rep's week: day, territory, outlets, visit purpose, priority, planned value — plus the after-visit columns (visited, GPS-verified, outcome, actual order value) so coverage and conversion fall out of the same file.

  • Opens in Excel / Google Sheets — no macros
  • Same columns our importer accepts — upgrade path is free
PDF — 1 page

Field-sales KPI checklist

20 weekly KPIs across coverage, productivity, discipline, secondary sales and people — print it, tick what you already track, and whatever stays unticked is your blind spot.

  • Print-ready A4 — designed for the Monday review
  • Each metric is one our 23+ reports compute automatically

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Like the templates? Run them in the app.

The beat-plan columns and every KPI on that checklist are exactly what Visaler tracks automatically — see it on your own data.

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