Route Analysis & Visits Planner

Plan better routes. Protect top accounts. Grow sales with purpose.

Turn raw customer sales data into a complete route-sales system: customer classes, visit rules, weekly plans, sales goals, map views, and what-if growth decisions.

A-F customer classes
4-week visit planner
Real sales per visit
Route capacity checks

What the app does

Everything is built around one goal: turn customer data into a clear, useful route execution plan.

Customer AnalysisUploads your Excel file and organizes customers by route, sales, activity, last visit, and performance gaps.
Class System A-FPrioritizes customers by value so the best accounts receive the right visit frequency.
Visit PlannerBuilds weekly schedules using class rules, preferred days, fixed service, route capacity, and geography.
Sales GoalsCalculates planned sales per day using real sales per visit instead of guessing.
Map & Route ViewShows planned stops by week and day so the route makes sense in the real world.
What-If Growth ToolTests class growth and compares the sales opportunity against the route's available capacity.

How it works

A simple flow for reps, supervisors, and owners.

1
Upload dataLoad your customer Excel file with sales, route, address, preferred day, notes, and visit information.
2
Analyze customersThe app calculates sales averages, real sales per visit, customer class, and visit rules.
3
Build plannerCreate a 4-week route plan using time capacity, geography, preferred service rules, and priorities.
4
Execute & growUse planner downloads, map filters, sales goals, and what-if tools to improve execution.

Why it helps

The app gives teams a better way to decide who to visit, how often, and what sales goal each day should carry.

Stop guessing where time should goPrioritize high-value accounts and reduce wasted low-return visits.
Control route capacityCompare planned visits, drive time, service time, and growth against available hours.
Make sales goals realisticUse real sales per visit and customer class logic to build smarter daily goals.
Built for: route sales teams, distributors, supervisors, and business owners who need smarter routes, better account priorities, cleaner execution, and stronger sales growth.

Route Analysis and Visits Planner

Routes Analysis and Visits Planner.

Territory Command Center for Route Sales

This web app takes your raw customer data and turns it into a structured, optimized plan for how your team should spend time, protect top accounts, grow the right stores, and maximize sales.

🧠 1. Organizes your business into a system

You upload your Excel file, and the app:

  • Cleans and structures customer data
  • Calculates performance: sales, avg/week, activity, and gaps
  • Classifies every customer into A–F tiers based on value
Instead of treating all stops the same, it forces priority-based selling.

📊 2. Shows where your money comes from

In Sales Analysis, the app:

  • Shows total sales, averages, and top performers
  • Breaks down customers by class
  • Highlights concentration, like top 20% driving most sales
It answers: Who matters most? Where am I wasting time? Which accounts should grow or be downgraded?

🎯 3. Builds realistic sales goals

The Goals tab:

  • Uses current Avg / Week as the baseline
  • Applies growth % by class or customer
  • Calculates weekly goals, monthly goals, and goal per visit
This connects activity → revenue, not just “hope to sell more.”

🗺️ 4. Builds your route plan automatically

The core engine uses:

  • Customer class A–F
  • Visit rules like A = 3x/week, B = 2x/week
  • Preferred days, fixed service, geography, and time limits

It generates a 4-week schedule, balanced daily routes, stop sequencing, drive time, and miles.

It tells you exactly who to visit, when, and in what order.

📅 5. Forces efficient time usage

The planner:

  • Spreads visits across days with no empty days
  • Maximizes stops within time capacity
  • Prioritizes high-value customers first
  • Reduces wasted driving
This turns the route into dense, intentional, high-return days.

🔍 6. Lets you drill into any customer

You can:

  • Search and highlight customers in the plan
  • See last visit, last sale, and gaps
  • View preferences: day, week, fixed service, and notes
This gives reps and managers full visibility and control.

🧪 7. Simulates decisions with What-If

You can test:

  • Visit frequency changes
  • Service time changes
  • Capacity limits, like hours per day
  • Class upgrades, like F → E or C → B with percentages
It answers: Can my route handle growth? Where should I cut or invest time? What happens if customers upgrade?

🗺️ 8. Visualizes everything on a map

The Map tab:

  • Shows stops by day and week
  • Filters by specific days or weeks
  • Validates the route geographically
You can see if the plan actually makes sense in the real world.

📤 9. Turns analysis into execution

You can download:

  • Planner in Excel or PDF
  • Customer data
  • Route summaries
So reps do not just analyze. They execute.
Bottom line:
This app is not just a planner. It is a system that prioritizes the right customers, controls how often you visit them, builds efficient routes automatically, aligns time spent with revenue potential, and lets you test business decisions before executing.
🔥 In one sentence: It takes your territory from “visit everyone and hope” → to “structured, optimized, profit-driven execution.”

How to Use This App

Follow these steps in order. Each step tells you what to do and why it matters.

✅ Step 1 — Load Your File

Go to: Setup tab

  • Select your Excel file.
  • Click Load File.
  • Wait until the app confirms the file is loaded.
This creates the customer list, sales totals, classes, and reports.

✅ Step 2 — Geocode Addresses

Go to: Setup tab

  • Paste your Mapbox token if needed.
  • Click Geocode Addresses.
  • Let the app find latitude and longitude for each customer.
This is required for the map, miles, and route planning.

✅ Step 3 — Build the Planner

Go to: Setup tab

  • Choose route if you want one route only.
  • Set start location and optional end location.
  • Click Build Better Route Plan.
This creates the 4-week schedule and activates weekly/day goal reports.

✅ Step 4 — Review Customers

Go to: Customers tab

  • Check customer information.
  • Review Avg / Week.
  • Review Real Sales / Week.
  • Check the customer class and visit rule.
Use this tab to confirm every customer is classified correctly.

✅ Step 5 — Review Sales Analysis

Go to: Sales Analysis tab

  • Filter by route or class.
  • See top customers and total sales.
  • Review customer class distribution.
This shows where the money is really coming from.

✅ Step 6 — Review Goals

Go to: Goals tab

  • Use the class filter if needed.
  • Review weekly and monthly goals.
  • Build the planner first to see weekly/day planner reports.
This connects sales targets to actual customers and routes.

✅ Step 7 — Use What-If

Go to: What-If tab

  • Change visit frequency by class.
  • Change service time by class.
  • Test growth % by class.
  • Run the scenario.
Use this before making changes to the real route plan.

✅ Step 8 — Use the Planner

Go to: Planner tab

  • Review the 4-week schedule.
  • Check each day, stops, time, miles, and planned sales.
  • Search for a customer if needed.
This is the daily execution plan.

✅ Step 9 — Check the Map

Go to: Map tab

  • Filter by week or day.
  • Confirm the route makes sense geographically.
  • Look for unnecessary zig-zag driving.
This helps confirm the plan works in the real world.
Important:
If the weekly goal, monthly route goal, or planned day reports look empty, first make sure the file is loaded. For weekly and daily planner reports, you must also build the planner.
Simple order: Load File → Geocode → Build Planner → Review Reports → Execute.
Paste token, choose file, click Load File, then Geocode Addresses.

✅ Customer Recommendations

Load a file to see customer actions.
Customers
0
Grand total sales
$0
Geocoded
0
Routes
0
Average / customer
$0
Customer Address City State Zip Route Setup Date Last non sales date Reason Last sales on the week of Last Visit Sales Total weeks since last visit Avg / Week Real Sales / Week Class Visit Rule Preferred Day Preferred Week Fixed Service Notes Total Sales Lat Lng Geo Status
No data loaded yet.

📊 Sales Analysis Recommendations

Load a file to see sales actions.
Customers
0
Grand total sales
$0
Average per customer
$0
Top 20% customers %
0.0%
Top 20% sales
$0
Class A
0
Class B
0
Class C
0
Class D
0
Class E
0
Class F
0
Customer Route Setup Date Active Weeks Weeks Analyzed Weeks With Sales Last non sales date Reason Last sales on the week of Last Visit Sales Total weeks since last visit Average / Week Real Sales / Week Class Preferred Day Preferred Week Fixed Service Notes Recommendation Total Sales
Load a file to see results.

🎯 Goal Recommendations

Load a file to see goal actions.
Customers with goals
0
Current weekly baseline
$0
Target weekly goal
$0
Target monthly goal
$0
Average growth target
0.0%
Goal dashboard uses Avg / Week as the baseline, class-based Growth % from Setup, and optional customer Growth % from Excel. Customer Growth % overrides the class value when present.

Growth Contribution by Class

Class Growth % Customers Weekly Baseline Growth $ Weekly Goal Growth Share Status
Load a file to see class growth goals.

Customer Goals

Customer Route Class Avg / Week Growth % Visits / Week Goal / Visit Weekly Goal Monthly Goal Status
Load a file to see goal targets.

Weekly Goal Report

Week Planned Stops Baseline Goal Gap
Load file first. After customers load, build the planner to calculate weekly goal reports.

Monthly Goal by Route

Route Customers Baseline / Month Goal / Month Gap
Load a file to see route monthly goals.

Planned Day Goal Report

Week Day Stops Baseline Goal Gap Goal / Stop
Load file first. After customers load, build the planner to calculate planned day goals.

🧪 What-If Recommendations

Load a file to see scenario actions.

What-If Planner

Test visit frequency, service time, growth % by class, extra buffer, and class upgrade scenarios. Drive time is pulled automatically from the planner after you build the route plan. Choose one direct upgrade path at a time: F→E, E→D, D→C, C→B, or B→A.

Filter

Visit Rules

Service Time Per Visit

Growth % Per Class

These What-If growth values are used only for this simulation. The app applies the growth % based on the customer's scenario class. Example: if a C customer is upgraded to B, the B growth % is used.

Capacity and Upgrade Scenario

Change visit rules, service time, growth % by class, or upgrade scenario, then click Run What-If. Any upgrade percentage above 0 will upgrade at least one matching customer when that class exists.
Choose a customer or type an ID and press Search.
Routes
0
Top route
-
Average sales per route
$0
Largest route customer count
0
Route Customers Total Sales Avg / Customer A B C D E F
Load a file to see route summary.

📅 Planner Recommendations

Build the planner to see route actions.
Planned Stops
0
Route Customers
0
Estimated Drive
0 min
Estimated Miles
0 mi
Unscheduled
0
Weekly Sales x
$0

4-Week Visit Schedule

Search the planner to highlight matching customers.

Week 1

Week 2

Week 3

Week 4

Planned Stops Detail

Expected Sales / Visit = Avg / Week divided by the planned visits for that customer in that specific week. Real Sales / Selling Week = Total Sales divided by Weeks With Sales. Real Sales / Visit = Real Sales / Selling Week divided by planned visits for that customer in that week. Daily Planned Sales now uses Real Sales / Visit.
Week Day Seq Customer Address City State Zip Route Class Visit Rule Preferred Day Preferred Week Fixed Service Notes Expected Sales / Visit Real Sales / Selling Week Real Sales / Visit Gap / Visit Avg / Week Total Sales ETA / Miles From Prev
Build planner to see results.

🗺️ Map Recommendations

Build the planner and open the map to see geography actions.
Select one or more weeks and days to show them on the map.
Monday
Tuesday
Wednesday
Thursday
Friday

🧠 Class System Recommendations

Load a file to see class-system actions.

Class System – Full Operating Strategy

This section is not just a description of the customer classes. It is a complete action plan for how to protect sales, grow the right stores, reduce wasted time, and improve route profitability. The purpose of the class system is to help the team spend more time where the return is highest and less time where service is not paying back enough.

Core principle
  • Not all customers deserve the same service level.
  • Time, fuel, payroll, and route capacity must be protected.
  • High-value accounts must receive strong service discipline.
  • Mid-value accounts must be developed with purpose, not visited blindly.
  • Low-value accounts must justify their place on the route or move to reduced service.
  • The goal is not more visits. The goal is more profitable visits.

What each class means in business terms

Class Business meaning Default service rule Main objective Main risk
Class APower accounts that carry major weekly volume and heavily influence route performance.3 visits every weekProtect volume, availability, and shelf dominance.Stockouts, poor execution, competitor gain.
Class BStrong accounts with real growth potential and the ability to become future A stores.2 visits every weekGrow basket size and upgrade into A.Underdevelopment and inconsistent follow-up.
Class CSolid middle accounts that can either grow or become time-consuming average performers.1 visit every weekSeparate growers from non-growers.Too much time with too little return.
Class DLower-value accounts that may still be worth keeping, but only under controlled service.1 visit every other weekServe efficiently and test upgrade potential.Low profitability and route drag.
Class EVery small accounts that often consume more time than they generate in contribution.1 visit every 4 weeksMinimize service cost and keep only core value.High cost-to-serve ratio.
Class FWeak accounts that should stay only if there is a strategic reason, special territory value, or clear recovery plan.1 visit every 4 weeks / subject to removalReview aggressively and eliminate waste.Pure route loss.

Class A – Power Accounts

These customers carry the route. In many territories, a relatively small number of A accounts produce a huge share of weekly sales. A stores should be treated as protected assets.

Best operating proposal for A customers
  • Keep them on fixed, reliable service days when possible.
  • Place them early in the day so execution is not rushed.
  • Prioritize inventory allocation, fill rates, and merchandising support.
  • Watch for out-of-stocks, shelf gaps, missing tags, and poor facing discipline.
  • Review top-selling SKUs and add secondary placements whenever possible.
  • Use every visit to protect the current order and look for one more category win.
  • Escalate issues fast: pricing disputes, credits, inventory shortages, competitor encroachment, damaged fixtures, low display compliance.
  • Assign the strongest reps and supervisors to these accounts.
  • Never downgrade service unless there is hard proof that volume can hold.
Targets for A customers
  • Zero preventable stockouts on top items.
  • Strong weekly order consistency.
  • Monthly growth plan by customer.
  • Quarterly review of assortment, display opportunities, and competitive threats.
  • Fast corrective action when sales trend weakens for 2 to 3 consecutive cycles.

Class B – Growth Accounts

B accounts are where disciplined route management creates future A stores. These customers already matter, but they still have room to climb with the right execution.

Best operating proposal for B customers
  • Build growth plans, not routine visits.
  • Identify missing SKUs, underdeveloped categories, and weak shelf presence.
  • Use promotions and suggested orders to increase average ticket.
  • Track which B stores are growing and which are flat.
  • Push distribution before pushing deep inventory.
  • Use secondary displays, incremental placements, or bundled recommendations where the format supports it.
  • Create a monthly watchlist of B accounts that are close to becoming A.
  • Require reps to explain why a B account is not growing if it has had stable service for a long time.
Promotion strategy for B customers
  • Focus on easiest wins first: top movers, missing items, display corrections, larger order discipline.
  • Review order size trend line, not just total sales.
  • Prioritize accounts with stable payment, good execution, and local demand.
  • Upgrade to A only when growth is consistent, not because of one spike week.

Class C – Mid-Tier Accounts

C customers should be managed with discipline. This class usually contains both hidden opportunities and hidden inefficiencies.

Best operating proposal for C customers
  • Visit weekly, but with a purpose.
  • Split the class into two internal groups: C-Growth and C-Maintain.
  • C-Growth stores get specific development actions.
  • C-Maintain stores get efficient service with tighter time control.
  • Do not allow long non-productive conversations to consume route time.
  • Check whether these stores are limited by assortment, owner engagement, location, traffic, or rep follow-through.
  • Review if some C accounts are ready to move up to B or down to D based on real trend, not rep opinion alone.
Decision rule for C customers
  • If the store is growing and accepting recommendations, invest.
  • If the store is flat but stable, serve efficiently.
  • If the store is declining and hard to develop, downgrade service intensity.

Class D – Warning-Zone Accounts

D customers are not automatically bad accounts, but they require control. If they are visited too often, they quietly destroy productivity.

Best operating proposal for D customers
  • Service every other week unless there is proven upgrade potential.
  • Keep visit duration tight.
  • Carry narrower assortments centered on proven fast movers.
  • Set minimum order expectations when appropriate.
  • Audit whether distance, stop time, and sales volume still make sense together.
  • Use D accounts as candidates for route compression, day consolidation, or alternate service models.
  • Promote only those with measurable upward trend and owner cooperation.
Escalation questions for D customers
  • Is this store worth the miles?
  • Can a tighter assortment improve turns?
  • Is the account underperforming because of execution or because the market is weak?
  • Would a lower frequency hurt sales materially?

Class E – Very Small Accounts

E customers must be handled with discipline. This class often creates hidden cost because the rep gives more time than the account can justify.

Best operating proposal for E customers
  • Default to one visit every four weeks.
  • Keep only high-turn core items unless local demand clearly supports more.
  • Standardize service and reduce exception handling.
  • Combine these stops efficiently with nearby higher-value stores.
  • Review each account for margin, distance, order consistency, and growth chance.
  • Do not allow emotional attachment or habit to override profitability.
  • If the account repeatedly misses orders or creates service issues, move it to formal review.
When an E customer should stay
  • It helps defend territory presence.
  • It supports a nearby strategic cluster.
  • It has clear upside not yet captured.
  • It contributes acceptably relative to travel and stop time.

Class F – Low-Value / Removal Review Accounts

F customers should not remain in normal service by default. They need a clear business reason to stay active in the plan.

Best operating proposal for F customers
  • Review one by one, not as a group.
  • Challenge the need for continued regular service.
  • Reduce time commitment to the minimum possible.
  • Move to opportunistic selling, low-frequency service, or removal if justified.
  • Require management approval for exceptions.
  • Document why each F account is staying, improving, or being removed.
  • Do not let legacy relationships keep dead weight on the route forever.
Removal or recovery framework for F customers
  • Keep: if there is strategic territory value, good future potential, or special local importance.
  • Recover: if there is a clear 60- to 90-day action plan with owner commitment.
  • Remove: if low volume, weak cooperation, high distance, and no credible upside exist together.

Supervisor action plan

What supervisors should enforce
  • A accounts always protected.
  • B accounts reviewed for growth opportunity monthly.
  • C accounts split into growth vs maintain.
  • D and E accounts reviewed for cost-to-serve every cycle.
  • F accounts reviewed with hard decisions, not delay.
  • Preferred day and fixed-service stores honored when operationally required.
  • Day plans built to maximize route density and limit wasted windshield time.
  • Every rep should know the reason each account sits in its current class.

Recommended KPI scoreboard

KPI Why it matters Best use
Sales by classShows where the route truly earns money.Protect high-value classes and spot weak mix.
Stops by classShows time allocation.Check whether low classes are absorbing too many visits.
Average sales per visitMeasures service efficiency.Reduce low-return activity.
Weeks since last saleDetects dormant accounts.Target D/E/F reviews fast.
Growth trend by accountSeparates winners from stagnant stores.Promote or downgrade based on evidence.
Miles per sales dollarMeasures route efficiency.Find remote low-value problems.
Order compliance / fill rateProtects A and B accounts.Fix service failures before they hurt volume.

Best decision rules to maximize profitability

  • Increase attention only when there is evidence of return.
  • Do not confuse busyness with productivity.
  • The best routes are dense, disciplined, and class-driven.
  • Protect the top, develop the middle, control the bottom.
  • Every class should have a service rule, a review rule, and an escalation rule.
  • Reclassify accounts regularly so the system reflects reality.
  • When route capacity is tight, lower classes must absorb the reduction before upper classes do.

Final proposal

Best full proposal possible

Run the business with a strict class-based service model. Protect A accounts aggressively. Build B accounts into future A accounts. Manage C accounts with clear intent. Keep D accounts under tight service discipline. Limit E accounts to highly efficient maintenance service. Review F accounts for removal unless they have strategic value or a recovery plan.

This approach maximizes route productivity, increases focus on profitable stores, reduces wasted service time, strengthens sales discipline, and creates a cleaner territory structure that can scale better with rep time, fuel cost, and route capacity.