How do I export and analyse all my sales data?

You can export all your sales data showing the quantity and value of individual products sold to every customer. This allows you to analyse the data using Excel or some other analysis tool. The export contains data segmented by product, customer and the person who placed the order. This allows you to do summary analysis by each of those segments. The export includes extra product information such as the product category and parent category. This allows you to also do summary analysis by product category. Lastly, the export also includes extra customer information such as customer group. This allows you to also do summary analysis by customer group.

  • Log in to the Onsight web console at https://sales.onsightapp.com/.
  • Click on ‘Reports’ from the left-hand side menu.
  • Click on ‘Sales’ and then ‘Export’ from the left-hand side menu.
  • Click on the drop-down at the top of the screen to choose the time period for the report. The options are: “All time”, “Last year”, “Past 12 months”, “This year”, “Last month”, “Past 30 days”, “This month”, “Last week”, “This week”, “Yesterday”, “Today”.
  • You will be presented with a table that lists all your product sales showing the quantity and value of individual products.
  • Click on the ‘Export to Excel’ link at the top of the table to download the data to an Excel file.
  • Click on the ‘Export to CSV’ link at the top of the table to download the data to a CSV file.

The following columns will be included in the export:

  • Product
  • Product Category (the immediate category that the product belongs to)
  • Parent Product Category
  • Customer
  • Customer Group (the customer group for this customer)
  • Rep/Buyer (the sales rep or the customer login who created the order)
  • Order Quantity
  • Order Value
  • Quote Quantity
  • Quote Value

Note:
If a customer belongs to more than one customer group, the same product data will appear multiple times: once for each group that the customer is in. In this case you cannot add up the totals across the whole table.

The customer group is the customer group as at the present time, not the customer group that the customer was in when the order / quote was created.

The category is the immediate category that the product is in (the one right down at the bottom of the product category hierarchy), not the top-most product category.

The category is the primary category not the secondary categories (additional categories).

The category and parent category are the categories as at the present time, not the category that the product was in when the order / quote was created.

The sales rep is the sales rep who created the order, not the account owner that the customer belongs to.

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