How do I view reports on sales by product category?

You can view reports on the sales performance over time for a specific product category.

  • Log in to the Onsight web console at https://web.onsightapp.com/.
  • Click on ‘Reports’ from the left-hand side menu.
  • Click on the ‘Products’ tab at the top and select ‘Categories’ from the drop-down menu.
  • Click on a category from the list provided.
  • 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 the sales performance over time for that particular category.
  • You can also drill down further by selecting a specific sales rep or a specific customer from the drop-downs at the top of the screen.
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