Get a daily scorecard for every salesman's beat
Every night, WebRun opens Marg ERP, matches each salesman's planned beat against the orders actually booked, flags zero-order retailers and skipped stops, logs the day's numbers to Google Sheets, and emails your sales manager a ranked scorecard.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I get a daily beat performance summary for each salesman?
Every night WebRun compares each salesman's planned beat in Marg ERP against the orders actually booked, flags zero-order retailers and skipped stops, and logs the day's numbers to Google Sheets. It emails your sales manager a ranked scorecard, so a slipping beat or salesman gets noticed the same evening, not at month end.
- A slipping beat or salesman gets noticed the same evening
- Zero-order retailers and skipped stops are named, not buried in a report
- Sales managers open one scorecard instead of exporting Marg ERP data by hand
Built for FMCG distributors · pharma wholesalers · sales managers · field sales teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.margcompusoft.comin a real browser with your saved login - no setup, no API keys. -
1
Marg ERP - compare planned beats against orders booked
margcompusoft.com How to Automate Marg ERP
WebRun opens Marg ERP to compare planned beats against orders booked. - Open Marg ERP and load today's beat plan alongside the orders booked by each salesman
- Match every planned stop to an order, a zero order, or a skipped visit
- Total the value booked and the retailers covered for each salesman
Done when Every salesman's beat for the day has a covered, skipped, and zero-order count.
-
2
Google Sheets - log each salesman's daily numbers
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log each salesman's daily numbers. - Open the beat performance sheet and add today's dated row per salesman
- Record beats planned, beats covered, zero-order stops, and value booked
- Keep a running trend so a slipping salesman or beat stands out over time
Done when Today's beat numbers are saved for every salesman in the sheet.
-
3
Gmail - email the sales manager a scorecard
gmail.com How to Automate Gmail
WebRun opens Gmail to email the sales manager a scorecard. - Draft a short scorecard ranking salesmen by value booked and beat coverage
- Call out any skipped beats or zero-order stops by name
- Send the scorecard to the sales manager's inbox each evening
Done when The sales manager has today's beat scorecard by email.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does the scorecard go to the salesmen or only the manager?
Only the sales manager's inbox receives it. WebRun never messages a salesman or a retailer directly, so it stays an internal management report you choose whether to share further.
How does it count a skipped beat?
It compares today's planned beat list in Marg ERP against the stops that actually produced an order or a recorded visit, so a retailer never visited or never billed shows up as skipped or zero order, not just quiet.
Can it cover more than one sales manager or territory?
Yes. Point it at each territory's beat plan and Marg ERP data, and WebRun sends a separate scorecard to each manager, so a multi-territory business gets one clean report per region.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.