Field sales & merchandising / Visits
Plan territory visits
Check weekly store workload against rep time.
Store visit plan
Territory workload
Enter stores.
Driving route order (optional)
Enter the start address first, then 1 to 11 stores, one address per line. The circuit returns to the start. Use full street addresses with postcodes, rather than store or landmark names alone.
Plan route sends these addresses to Mapbox for address search and driving directions. Addresses are not saved in the calculator or its share link.
How it works
Put in your numbers
Use your own rates, times and measurements.
See your answer straight away
It works it out as you type.
Copy or print it
Send it on, or keep it with the job.
What it covers: Check store visit workload against rep time.
Free to use. No sign-in needed.
How to plan store visits across a territory
A territory only works if the visits fit into the time a rep actually has. This planner turns stores, visit frequency, time in store and travel into a weekly workload, using the field time available each day. Add a cost per rep-day to see what the workload costs.
- Enter the stores in the territory and the visits each store needs each week, as a whole number. If some stores need more visits than others, plan each group separately and add the results.
- Enter the minutes in each store, covering the full visit from arrival to leaving.
- Enter the travel minutes per visit, meaning the average time to reach each store.
- Optionally open Driving route order and enter the full start street address followed by up to 11 full store street addresses with postcodes, one per line. Plan the circuit, check the resolved addresses, then choose Use route travel time to apply the store count and rounded average driving time. Addresses are sent to Mapbox only when you plan the route and are not included in the calculator share link.
- Enter the field minutes available per day. Leave out meetings, admin and other time not spent visiting or travelling.
- Open Rep cost, choose your currency and add a cost per rep-day if you want the weekly rep cost.
- Read the rep-days needed each week, with the weekly store visits and the hours in stores, travelling and in total. Compare the rep-days with the days your reps have each week.
Tips and common mistakes
- Time real visits rather than using the shortest. Visits with resets, counts or new launches take longer.
- Travel is easy to underestimate. Group nearby stores into the same day to cut it down.
- Be honest about field time. Reports, calls and stock pickups all reduce the time left for visits.
- Not every store needs the same visit rate. Plan busier stores as their own group so their extra visits are counted.
Questions
How many stores can a merchandiser visit in a day?
Divide the field minutes available in a day by the time per visit, which is minutes in store plus travel. As an illustration, 420 field minutes with 45 minutes in store and 25 minutes of travel allows 6 visits. Use your own times.
How do I work out the workload for a sales territory?
Multiply stores by visits per store each week to get weekly visits. Multiply by the time per visit, in store plus travel, to get total minutes. Divide by the field minutes per day and round up to see how many rep-days the territory needs.
What should count as field time?
Field time is time spent in stores or travelling between them. Leave out meetings, admin, training and reporting, since those are not spent on visits.
How do I cost a merchandising territory?
Work out the rep-days the territory needs each week and multiply by your cost per rep-day. Include all the costs of a day in the field, such as pay and vehicle costs, if you want a full picture.
What if the territory needs more time than one rep has?
Visit lower priority stores less often, cut travel by grouping stores, or split the territory. Check each change in the planner before you commit to a new schedule.
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