Free templates
Ready-to-use templates for running distribution.
Spreadsheets, checklists, and decks built from what works across ₹8,572 Crore of distribution — clone them, adapt them, and put a number on your operation today.
Available templates
Beat Plan Template & Optimiser
A free, cloneable beat-plan template: enter your current beats — reps, outlets, days, visits/day, ticket size — and see your productive-call rate benchmarked against top-quartile efficiency, with the rupee value of the gap.
Get it free PDF checklistDistributor Onboarding 30-Day Checklist
A free, printable checklist covering every onboarding step — KYC, contracting, master setup, app install, training, first order, reconciliation — so onboarding is consistent and fast.
Get it free ExcelScheme Audit Worksheet
A free Excel worksheet to map each scheme's cost against verified redemption and sell-through — so you can see which schemes earn their spend and where margin leaks.
Get it free Google SheetFMCG Distribution KPI Dashboard Template
A free Google Sheet with 24 FMCG-distribution KPIs across primary and secondary sales, distributor stock, beat efficiency, scheme ROI, DSO, fill rate, returns, and claim TAT — with example formulas.
Get it free ExcelFat/SNF Rate Chart Configuration Template
A free, editable Excel template: a two-axis fat × SNF rate matrix with worked examples for cow, buffalo, and mixed milk, so your farmer pricing is transparent and dispute-free.
Get it free ExcelOutlet Master Cleanup Worksheet
A free Excel worksheet structured to deduplicate, flag closed outlets, and prepare your outlet base for geo-tagging — so coverage and secondary-sales numbers are finally trustworthy.
Get it free PowerPointBoard-Ready Distribution ROI Deck
A free, editable PowerPoint template: the manual-vs-automated comparison, three-year cost, scheme-leakage and DSO upside, and the ROI story — structured for a board or leadership review.
Get it free PDFMigration Plan Template — Excel to DMS
A free migration-plan template covering master cleanup, parallel running, staged cutover, and steady state — so the transition is smooth, not a stall.
Get it free ExcelVan Sales ROI Worksheet
A free Excel worksheet for distribution and operations leaders: enter your vans, outlets per van, current and target visits/day, average ticket size, and shrinkage — and see current cost, optimised cost, annual savings, and payback period.
Get it free ExcelBuild-vs-Buy DMS Cost Model
A free Excel cost model for CIOs, founders, and CFOs: enter your in-house team size, salaries, build timeline, and opportunity cost — and see the fully-loaded 3-year build cost set against SalesPort's flat AMC.
Get it freePrefer in-depth reading? See the free guides or run the interactive calculators.
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