Solutions

Beat Productivity Report

Last updated 6 November 2026 · By Manish Purohit, Founder

A beat productivity report measures whether a sales route (a beat) is actually worth the visits spent on it -- not just whether an RSO showed up, but how many retailers on that route actually got billed. It's for companies and distributors who plan beats (also called a PJP, Permanent Journey Plan) and want to know which ones are working.

The problem

“The RSO visited every retailer on the beat” and “the beat is productive” are two different claims. A beat with full visit coverage but low billing conversion has a different problem -- and a different fix -- than one with poor visit coverage in the first place. Without separating the two, it's easy to coach the wrong thing.

Try the calculator

Example numbers -- edit them. Nothing typed here is sent to a server.

Beat productivity

50.0% (15 of 30 retailers billed)

Formula: Productivity % = retailers billed ÷ retailers in the beat × 100. This is exactly the formula WorklikeGenie's beat productivity report uses.

How WorklikeGenie measures it, step by step

  1. Productivity % = retailers billed ÷ retailers in the beat × 100.
  2. Throughput per visit = total billed value ÷ number of visits recorded.
  3. Growth is compared against last month and last year, not just shown as a snapshot.
  4. Genie flags candidates for: visit frequency that should move up or down based on a retailer's throughput, beats worth splitting into two (high retailer count, high throughput share, with a proposed split by locality where available), and beats that need more retailers added to justify the visits already being spent on them.

What you see in the portal

Example
“MG Road Beat 1” shows 50% productivity (15 of 30 retailers billed), throughput ₹2,400 per visit, down slightly from last month -- flagged as a candidate for a visit-frequency review rather than a beat split, since retailer count is within normal range.

Who it suits

Companies and distributors running a field sales team on fixed routes, especially once there are enough beats that it's no longer obvious at a glance which ones are underperforming.

How this compares with tracking visits in Excel

An Excel-based visit log usually tracks whether a visit happened, not whether it resulted in a bill -- and averaging monthly percentages across a custom date range (a very common Excel habit) quietly distorts the real number, since a low-volume month and a high-volume month get equal weight. WorklikeGenie sums the underlying counts across the range first and derives the percentage once, avoiding that distortion.

See the full beat plan & productivity feature page, the glossary for beat/PJP/RSO definitions, or the beat productivity guide.

Frequently asked questions

How exactly is productivity % calculated?
Retailers billed ÷ retailers in the beat × 100. 15 of 30 retailers billed this period is 50% productivity -- the same formula the calculator above and the portal both use.
What's throughput per visit?
Total billed value for the beat divided by the number of visits recorded -- a sense of how much each visit is actually worth, not just whether it happened.
What does WorklikeGenie flag automatically?
Visit frequency that should go up or down based on a retailer's throughput, beats that are candidates for splitting (high retailer count and high throughput share), and beats that need more retailers added (productivity consistently below a threshold).
Why not just average each month's percentage over a quarter?
Averaging monthly percentages distorts the real number -- a low-volume month gets the same weight as a high-volume one. The correct approach sums the underlying counts across the range first, then calculates the percentage once from those sums.
Does this work if a distributor has never billed through the portal?
No -- it shows 'no billing data' rather than a misleading 0% for a distributor with no secondary billing recorded at all.

See this working on your own data

Book a demo and we'll walk through it with your real numbers.

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