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Generated 20 days ago · refresh for updated AI recommendationsSCOPE GENERATED·complexity: [██████░░░░] 6/10
PROJECTFMCG Field Sales Tracking Dashboard with Beat Plans & Secondary Sales
RATIONALEPostgreSQL suits the relational nature of beat plans, outlet hierarchies, and sales data. React with a component-rich UI library accelerates building dense tabular dashboards without custom CSS overhead. Node.js keeps the stack unified and hiring easier for an augmented team working under ASAP timelines. Avoiding heavy frameworks like Next.js reduces complexity for an internal tool that doesn't need SEO.
TECH STACK
FrontendReact.js with Ant Design or Chakra UI (data-dense dashboard components)
BackendNode.js with Express.js REST API
DatabasePostgreSQL (structured sales data, beat plans, visit logs)
AuthJWT-based auth with role-based access control (Admin, Area Manager, Sales Rep)
HostingAWS EC2 or Railway.app (cost-effective for internal tools at small scale)
ExtrasRedis for session caching, Excel/CSV import-export for secondary sales data, Google Maps API for beat route visualization, Puppeteer or React-PDF for report generation
MVP FEATURES
✓Role-based authentication (Admin, Area Sales Manager, Field Sales Rep)
✓Daily visit log entry by sales reps (outlet name, location, time-in/out, remarks)
✓Beat plan creation and assignment by managers (outlet list per rep per day/week)
✓Secondary sales data entry form (SKU-wise quantity sold per outlet per visit)
✓Admin dashboard with rep-wise visit summary and attendance overview
✓Manager view: beat plan compliance tracking (planned vs actual visits)
✓Basic sales reports: outlet-wise, rep-wise, date-range filtered exports to Excel/CSV
✓Outlet master data management (CRUD for outlets with GPS coordinates)
✓Mobile-responsive UI for field reps logging data on phones
✓User management panel for admin (create/deactivate reps, assign territories)
DEFERRED (v2)
○ERP or distributor system integration (SAP, Tally, Busy) for auto-pulling primary sales
○Real-time GPS live tracking of field reps
○Offline-first mobile PWA or native app (React Native) for low-connectivity field use
○AI-based route optimization for beat plans
○Photo capture and geo-tagged check-in/check-out with selfie verification
○Automated WhatsApp/SMS alerts for missed visits or targets
○Advanced analytics: SKU penetration heatmaps, outlet visit frequency scoring
○Incentive and commission calculation module
○Customer feedback and order capture from field
TIMELINE
1 weekDiscovery & Design
1 weekAuth, User Roles & DB Schema Setup
2 weeksBeat Plan & Visit Log Module
1.5 weeksSecondary Sales Entry & Outlet Master
2 weeksAdmin & Manager Dashboards + Reports
1 weekQA, Bug Fixes & Internal Deployment
COST ESTIMATE
USD$4,000 – $9,000
INR₹3.4L – ₹7.5L
⚠ RISK FLAGS
!Secondary sales data entry is highly manual — without distributor system integration, data accuracy depends entirely on field rep discipline; plan for data validation rules early
!ASAP timeline with early-stage budget may force cuts to the admin dashboard depth — prioritize beat compliance tracking over analytics in sprint 1
!Mobile usability is critical for field reps but building a fully offline-capable PWA is out of MVP scope — poor network areas in Tier 2/3 markets could cause adoption friction
!Integrations listed as a required feature but ERP/Tally/distributor integrations are complex and expensive — clarify if this means Excel import or live API sync before development begins
!Outlet master data (the backbone of beat plans) is often messy or non-existent in FMCG companies — budget time for data cleaning and migration from existing spreadsheets
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